Relationship Manager - Wealth Management (Sales)

StackWealth LLC; Mumbai; Presencial; INR 800 000 - 1 500 000; Tempo integral

Resumo da oferta

Stack Wealth in Mumbai is seeking a Wealth Manager to be the face of our personalised advisory platform, helping clients make smarter investment decisions and grow their wealth.

You’ll be the trusted advisor, onboarding prospects and maintaining ongoing engagement, while conducting quarterly reviews to explain performance against benchmarks and address questions. This role emphasizes clear communication, relationship-building, and strategic portfolio improvements.

Qualificações

• 2+ years of experience in sales or advisory roles in financial services.
• Strong communication and relationship-building skills.
• Deep knowledge of financial markets, mutual funds, stocks, and investment strategies.

Responsabilidades

• Onboard prospects and drive subscription closures for advisory products.
• Run quarterly video reviews with clients, breaking down portfolio performance and benchmarks.
• Maintain ongoing communication to keep clients informed and engaged.
• Spot opportunities to grow portfolios through cross-sell of PMS and other allocations.
• Analyze client portfolios and suggest improvements aligned with Stack Wealth’s investment philosophy.

Conhecimentos

Sales experience

Relationship building

Communication skills

Financial markets knowledge

Formação académica

Bachelor's degree or higher

Descrição da oferta de emprego

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.