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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.