Wealth Manager - Pune

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 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.

Compensation & Benefits

* Competitive fixed + performance-linked incentives

* Best in the industry Medical Insurance coverage for self and dependents

* Travel reimbursements as per policy.