<div>Role Overview<br /> 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.<br /> ● Target ticket size per customer: ₹5&ndash;10 lakhs<br /> ● Expected to bring strong personal client networks<br /> ● Full ownership of acquisition, closure &amp; client relationship<br /> ● Performance-driven role with high growth &amp; incentive potential<br /> Key Responsibilities<br /> ● Acquire and onboard high-net-worth retail clients using prior industry connects and networking.<br /> ● Drive investments in Fixed Deposits, Bonds, and Mutual Funds in the range of ₹5&ndash;10 lakhs.<br /> ● Build and maintain strong sales pipelines using CRM and structured sales processes.<br /> ● Negotiate and close deals independently with minimal support.<br /> ● Leverage personal relationships to acquire customers.<br /> ● Ensure accurate MIS tracking, compliance adherence, and timely closures.<br /> ● Meet and exceed aggressive monthly and quarterly targets.<br /> ● Work under target pressure with a high ownership and growth mindset.<br /> Candidate Profile:</div> <div>● Minimum 5 years of client acquisition experience in banks, NBFCs, securities fi rms, or liability-based products.<br /> ● Strong track record of customer acquisition, relationship management &amp; sales closure.<br /> ● Must carry rich customer contacts and active networks.<br /> ● Familiar with sales rigor, process orientation &amp; CRM usage.<br /> ● High ownership, negotiation skills, resilience under pressure.<br /> ● Graduate / MBA preferred.<br /> ● Local city experience &amp; network (must have worked in the same city you&rsquo;re applying for).<br /> ● Proven direct sales to retail customers<br /> ● Strong command of sales process, CRM, funnel metrics, and on ground execution.<br /> ● Fluency in English + local language.<br /> What Great Looks Like (KPIs you&rsquo;ll be measured on)<br /> ● FD Volume (₹) &amp; #FDs booked; average ticket size; wallet deepening/renewals<br /> ● Bond Volume (₹) &amp; #Bonds booked; average ticket size; wallet deepening/renewals<br /> ● Mutual Fund Volume (₹) &amp; #MFs booked; average ticket size; wallet deepening/retention<br /> ● Lead to Sale Conversion %, cycle time (TAT), cancellation/error rate<br /> ● Customer NPS</div> <div>Skills &amp; Traits We Value<br /> ● Hunter mindset with high ownership; thrives in the fi eld.<br /> ● Excellent negotiation, closing, and partner management skills.<br /> ● Data-driven; strong Excel/Google Sheets; comfortable with CRM tools.<br /> ● High integrity, compliant by default; clear written &amp; verbal communication.<br /> ● Flexibility to run weekend drives/events when needed.<br /> Operating Rhythm (Example)<br /> ● Daily: stand-ups, beat execution, customer meetings, CRM updates.<br /> ● Weekly: pipeline reviews, fi eld immersions, customer connects, marketing events.<br /> ● Monthly/Quarterly: target vs achieved, plan for next month.<br /> Compensation &amp; Benefi ts<br /> ● Competitive fi xed + performance-linked incentives<br /> ● Best in the industry Medical Insurance coverage for self and dependents<br /> ● Travel reimbursements as per policy.</div>