Stable Wealth Manager

About the role

Stable Wealth Manager at Stable Money

Stable Money operates as India's leading fixed investment platform, functioning as a marketplace that assists customers in discovering and investing in high-quality fixed-income products. The platform provides access to Fixed Deposits (FDs), Recurring Deposits (RD), Bonds, Credit Cards, and Mutual Funds from trusted institutions. Since its inception, the platform has served over 30 lakh trusted investors and recorded bookings exceeding 2000 crore. This growth has been supported by prominent venture capital and private equity firms, including Z47, Lightspeed, Fundamentum, Matrix Partners, and RTP Global.

The company is currently seeking high-performing, well-networked Stable Wealth Managers to acquire high-value retail customers and drive investments into its core product suite. The role focuses on acquiring and owning premium customer relationships from initial contact to final closure and long-term management. Success in this position will directly contribute to portfolio depth through wallet deepening and renewal retention.

You will own the complete acquisition journey for premium clients interested in Fixed Deposits, Corporate Bonds, and Mutual Funds. Your primary mission is to create affluent client pathways and convert high-ticket opportunities efficiently. The position demands strict adherence to compliance while driving portfolio depth through strategic wallet deepening initiatives.

Key Facts

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Location: Delhi

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Engagement: Full-time, Permanent

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Compensation: Competitive fixed salary plus performance-linked incentives

Key Responsibilities

• Set and achieve premium client acquisition goals specifically for Fixed Deposits, Corporate Bonds, and Mutual Funds.
• Architect daily field plans designed to convert high-ticket opportunities while maintaining rigorous compliance standards.
• Champion partner management with financial institutions to secure preferential access and ensure timely execution.
• Track intricate lead-to-sale conversion metrics and cycle time while actively working to reduce cancellation and error rates.
• Orchestrate weekend drives and events to expand reach within the local city and deepen existing wallet relationships.
• Guide clients through complex financial decisions to increase FD volume, bond bookings, and Mutual Fund retention.
• Harness data-driven insights from CRM tools to refine daily stand-ups and weekly pipeline reviews.
• Balance aggressive monthly targets with sustainable working rhythms that support long-term career resilience.

What Great Looks Like (KPIs)

• FD Volume (₹) & #FDs Booked: Average ticket size and wallet deepening/renewals.
• Bond Volume (₹) & #Bonds Booked: Average ticket size and wallet deepening/renewals.
• Mutual Fund Volume (₹) & #MFs Booked: Average ticket size and wallet deepening/retention.
• Lead to Sale Conversion %: Cycle time (TAT), cancellation/error rate, and Customer NPS.

Candidate Profile

• Minimum 5 years of proven client acquisition experience in banks, NBFCs, securities firms, or liability-based product lines.
• Clear track record of customer acquisition, relationship management, sales closure, and direct retail customer acquisition.
• Must possess rich personal contacts and an active local network within the target city.
• Familiarity with sales rigor, structured process orientation, and proficient CRM usage.
• High ownership, excellent negotiation skills, and resilience under intense target pressure.
• Graduate or MBA background is preferred.
• Local city experience and a deep network in the exact role location are non-negotiable prerequisites.
• Strong command of English and a local language for clear communication and building customer trust.

Skills & Tools

• A hunter mindset with high ownership and a drive to thrive in field operations.
• Excellent negotiation, closing, and partner management capabilities.
• Data-driven approach with strong Excel and Google Sheets proficiency, coupled with comfort using CRM tools.
• High integrity, compliance-first mindset, and clear written and verbal communication.
• Flexibility to run weekend drives and events as required to expand local reach.

Operating Rhythm

• Daily: Stand-ups, beat execution, customer meetings, and CRM updates.
• Weekly: Pipeline reviews, field immersions, customer connects, and marketing events.
• Monthly/Quarterly: Target versus achieved analysis and planning for the next period.

Compensation & Benefits

• Competitive fixed salary combined with performance-linked incentives offering high growth potential.
• Best-in-class Medical Insurance coverage for self and dependents.
• Travel reimbursements as per company policy.

Practical Notes

Please What you'll do

• Meet the bar