Job Description

About us:

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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.

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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.

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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.

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About the Role:

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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).

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

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What You'll Do:

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- Be the first point of contact for prospects - responsible for onboarding, engagement,



and driving subscription closures for our advisory products.
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- Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
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- Run quarterly video reviews with each client - break down portfolio performance, compare it to benchmarks, answer queries, build trust.
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- Keep the communication flowing - emails, calls, nudges, updates - ensure clients always feel informed and taken care of.
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- Spot opportunities to grow each portfolio - cross-sell PMS, upsell allocations, deepen wallet share.
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- Dive into client portfolios and suggest smart improvements, all in line with Stack's core investment philosophy.
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What We're Looking For:

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

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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.

📌 Relationship Manager - Wealth Management (Sales) (Mumbai)
🏢 Stack Wealth
📍 Mumbai