Wealth Manager - Pune

Role Overview

We are seeking high-performing and well-networked Stable Wealth Managers to acquire high-value retail customers and drive investments into Stable Money products such as Fixed Deposits, Corporate Bonds, and Mutual Funds.

Target ticket size per customer: 5-10 lakhs

Expected to bring strong personal client networks

Full ownership of acquisition, closure client relationship

Performance-driven role with high growth incentive potential

Key Responsibilities

• Acquire and onboard high-net-worth retail clients using prior industry connects and networking.
• Drive investments in Fixed Deposits, Bonds, and Mutual Funds in the range of 5-10 lakhs.
• Build and maintain strong sales pipelines using CRM and structured sales processes.
• Negotiate and close deals independently with minimal support.
• Leverage personal relationships to acquire customers.
• Ensure accurate MIS tracking, compliance adherence, and timely closures.
• Meet and exceed aggressive monthly and quarterly targets.
• Work under target pressure with a high ownership and growth mindset.

Candidate Profile

• Minimum 3 years of client acquisition experience in banks, NBFCs, securities firms, or liability-based products.
• Strong track record of customer acquisition, relationship management sales closure.
• Must carry rich customer contacts and active networks.
• Familiar with sales rigor, process orientation CRM usage.
• High ownership, negotiation skills, resilience under pressure.
• Graduate / MBA preferred.
• Local city experience network (must have worked in the same city you re applying for).
• Proven direct sales to retail customers
• Strong command of sales process, CRM, funnel metrics, and on ground execution.
• Fluency in English + local language.

What Great Looks Like (KPIs you'll be measured on)

• FD Volume; FDs booked; average ticket size; wallet deepening/renewals
• Bond Volume; Bonds booked; average ticket size; wallet deepening/renewals
• Mutual Fund Volume; MFs booked; average ticket size; wallet deepening/retention
• Lead to Sale Conversion %, cycle time (TAT), cancellation/error rate
• Customer NPS

Skills Traits We Value

• Hunter mindset with high ownership; thrives in the field.
• Excellent negotiation, closing, and partner management skills.
• Data-driven; strong Excel/Google Sheets; comfortable with CRM tools.
• High integrity, compliant by default; clear written verbal communication.
• Flexibility to run weekend drives/events when needed.

Operating Rhythm

• Daily: stand-ups, beat execution, customer meetings, CRM updates.
• Weekly: pipeline reviews, field immersions, customer connects, marketing events.
• Monthly/Quarterly: target vs achieved, plan for next month.