Relationship Manager - Wealth Management (Sales)

Stack Wealth; Mumbai; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

Stack Wealth in Mumbai invites a proactive Wealth Manager to build client relationships, onboard prospects, and close advisory subscriptions. You’ll explain markets simply, review portfolios quarterly, and seek opportunities to deepen wallet share while upholding Stack’s investment philosophy.

You will work in a fast-moving fintech startup that values clear communication, trusted partnerships, and a hands-on approach to helping clients grow their wealth.

Qualifications

• 2+ years in sales or advisory roles in financial services.
• Strong academic background.
• Excellent communication, clear and convincing.
• Deep knowledge of mutual funds, stocks, and investment strategies.
• High ownership of sales and client relationships.
• Ability to explain investment concepts simply.

Responsibilities

• Onboard prospects and drive subscription closures for advisory products.
• Run quarterly video reviews with each client, compare performance to benchmarks.
• Maintain ongoing communication via emails, calls, nudges and updates.
• Identify opportunities to grow portfolios via cross-sell and upsell.
• Analyze client portfolios and suggest improvements aligned with Stack's philosophy.

Skills

Communication skills

Market knowledge

Relationship building

Education

Strong academic background

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.