Business Development Associate (Wealth)

Stack Wealth; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Stack Wealth is seeking a proactive Wealth Manager to build trusted relationships with clients and close advisory product subscriptions as part of our Bengaluru-based team. You will guide clients through investment decisions, explain markets in simple terms, and help grow their wealth.

You will lead onboarding, manage ongoing client communications, and seek opportunities to expand wallet share while upholding Stack’s core investment philosophy.

Qualifications

• 2+ years of experience in sales or advisory roles in financial services
• Strong academic background
• Exceptional communication skills
• Deep knowledge of financial markets, mutual funds, stocks and investment strategies
• High sales ownership and strong relationship-building instincts
• Ability to explain investment methodology to clients in simple terms

Responsibilities

• Onboard, engage, and drive subscription closures for advisory products for prospective clients
• Conduct quarterly video reviews with each client, explain portfolio performance, benchmarks, and address questions
• Maintain ongoing communication via emails and calls to keep clients informed and cared for
• Identify opportunities to grow each portfolio by cross-selling PMS and upsell allocations
• Analyze client portfolios and suggest improvements aligned with Stack Wealth’s investment philosophy

Job description

Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn’t be limited to a select few, and we’re building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Founded by a team with deep experience across finance, product, and technology, we’re backed by world-class investors including Y Combinator, Kunal Shah, and Harvard Management Company. Since our inception, over 1 lakh clients have trusted Stack Wealth with ₹100+ crores in assets, a testament to the trust we’re building in India’s next generation of investors.

We’re not here to follow the playbook—we’re here to write a new one. If you’re excited about transforming how Indians build wealth, you’re in the right place.

About the Role:

We’re looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. You’ll be the face of our personalised wealth management platform - helping clients make smarter investment decisions while growing their wealth (and ours).

If you’re great at building trust, explaining markets in plain English, and following through till the deal is done, you’ll fit right in.

What You’ll Do:

• Be the first point of contact for prospects - responsible for onboarding, engagement, and driving subscription closures for our advisory products.
• Run quarterly video reviews with each client - break down portfolio performance, compare it to benchmarks, answer queries, build trust.
• Keep the communication flowing - emails, calls, nudges, updates - ensure clients always feel informed and taken care of.
• Spot opportunities to grow each portfolio - cross-sell PMS, upsell allocations, deepen wallet share.
• Dive into client portfolios and suggest smart improvements, all in line with Stack’s core investment philosophy.

What We’re Looking For:

• 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
• Strong academic background
• Exceptional communication skills - clear, confident, and convincing
• Deep knowledge of financial markets, MFs, stocks, and investment strategies
• High sales ownership and strong relationship-building instincts
• Ability to explain complex investment methodology to clients in simple terms

Why Join Us:

We’re rethinking how India invests. You’ll be part of a fast-moving startup, working with passionate folks who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth - you’ll love it here.