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 fi rms, 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 fi eld.
● 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 (Example)
● Daily: stand-ups, beat execution, customer meetings, CRM updates.
● Weekly: pipeline reviews, fi eld immersions, customer connects, marketing events.
● Monthly/Quarterly: target vs achieved, plan for next month.
Compensation & Benefi ts
● Competitive fi xed + performance-linked incentives
● Best in the industry Medical Insurance coverage for self and dependents
● Travel reimbursements as per policy.