Stable Wealth Manager

Job description

About Stable Money 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 institutions. 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 5 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. Compensation & Benefits \* Competitive fixed + performance-linked incentives \* Best in the industry Medical Insurance coverage for self and dependents \* Travel reimbursements as per policy.