Seeking Stable Wealth Managers to acquire high-value retail clients, drive investments in fixed-income products, and maintain strong sales pipelines. Responsibilities include client acquisition, negotiation, and performance tracking.
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.
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