Wealth Manager

Stable Money is India s leading fixed investment platform. It is a marketplace which helps customers discover and invest in high-quality fixed-income products such as Fixed Deposits (FDs), RD, Bonds, Credit Cards, Mutual Funds from trusted nstitutions. Stable Money has 30 lac+ trusted investors, 2000cr+ bookings since inception and is backed by marquee investors such as Z47, Lightspeed, Fundamentum, Matrix Partners, RTP Global to name a few.

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 (Example)
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.
Compensation & Benefits
Competitive fixed + performance-linked incentives
Best in the industry Medical Insurance coverage for self and dependents
Travel reimbursements as per policy.