Stable Wealth Manager

Stable Money; Kolkata District; On-site; INR 700,000 - 1,100,000; Full time

Benefits offered by this job

Medical Insurance coverage

Travel reimbursements

Job summary

Stable Money is seeking high-performing Stable Wealth Managers in Kolkata to drive investments into Fixed Deposits, Corporate Bonds, and Mutual Funds. The role involves acquiring high-net-worth retail clients and leveraging personal networks to achieve targets.

Ideal candidates will have a minimum of 5 years in client acquisition with a proven track record and must possess strong negotiation skills. A competitive fixed compensation package along with performance-linked incentives is offered.

Qualifications

• Minimum 5 years of client acquisition experience in banks, NBFCs, or securities firms.
• Strong track record of customer acquisition and relationship management.
• Must carry rich customer contacts and active networks.
• Familiar with sales rigor and process orientation.
• High ownership and resilience under pressure.

Responsibilities

• Acquire and onboard high-net-worth retail clients.
• Drive investments in Fixed Deposits and Mutual Funds.
• Build and maintain strong sales pipelines using CRM.
• Negotiate and close deals independently.
• Ensure accurate MIS tracking and compliance.

Skills

Client acquisition

Negotiation skills

Sales closure

CRM usage

Data-driven approach

Fluency in English and local language

Education

Graduate / MBA preferred

Tools

Excel

Google Sheets

CRM tools

Job description

About Stable Money

Stable Money is India’s leading fixed investment platform. It is a marketplace which helps customers discover and invest in high-quality fixed-income products such as Fixed Deposits (FDs), RD, Bonds, Credit Cards, Mutual Funds from trusted institutions. Stable Money has 30 lac+ trusted investors, 2000cr+ bookings since inception and is backed by marquee investors such as Z47, Lightspeed, Fundamentum, Matrix Partners, RTP Global to name a few.

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 firms, 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 field.
• 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

• Daily: stand‑ups, beat execution, customer meetings, CRM updates.
• Weekly: pipeline reviews, field immersions, customer connects, marketing events.
• Monthly/Quarterly: target vs achieved, plan for next month.

Compensation & Benefits

• Competitive fixed + performance‑linked incentives
• Best in the industry Medical Insurance coverage for self and dependents
• Travel reimbursements as per policy.