About Stack Wealth Stack Wealth is a Y Combinator-backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We are building a wealth-tech platform that makes sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.
We are looking for a driven and experienced Manager – Wealth Management to lead and manage a team of Wealth Managers/Relationship Managers. The person will be responsible for driving team-level sales and revenue targets, strengthening client relationships, improving team productivity, and ensuring a high-quality wealth management experience for clients.
The ideal candidate should have strong experience in wealth management, sales, financial advisory, and team leadership, along with a strong understanding of financial markets and investment products.
Team Leadership & Performance
# Lead, manage, and mentor a team of Wealth Managers/Relationship Managers to achieve individual and team sales targets.
# Set clear performance expectations, track KPIs, and drive accountability across the team.
# Conduct regular reviews of team performance, sales pipeline, conversions, revenue, and client acquisition.
# Coach team members on prospecting, client engagement, sales conversations, objection handling, and closing.
# Identify performance gaps and provide structured guidance and support to improve individual productivity.
# Motivate the team and create a high-performance, target-driven environment.

Sales & Business Growth
# Monitor the sales funnel from lead generation and prospecting through onboarding and conversion.
# Review pipeline quality and ensure timely follow-ups and effective lead management.




# Client & Wealth Management
# Support Wealth Managers in handling high-value and strategic client relationships.
# Ensure clients receive consistent and high-quality communication, portfolio reviews, and investment guidance.
# Participate in important client discussions and help the team handle complex client requirements or escalations.
# Maintain accurate sales and client records and ensure disciplined CRM and pipeline management.
# Work closely with internal teams to improve sales processes, client onboarding, and overall customer experience.
# Share regular business updates, insights, challenges, and growth opportunities with senior management.

4+ years of experience in wealth management, financial services, sales, advisory, banking, AMC, PMS, or a related domain.
# Prior experience managing and mentoring a team of Wealth Managers, Relationship Managers, or financial advisors.
# Strong track record of achieving and driving sales/revenue targets.
# Strong understanding of financial markets, mutual funds, stocks, PMS, and investment strategies.
# Excellent client relationship management and communication skills.
# Strong leadership, coaching, and people-management abilities.
# Ability to analyze sales pipelines, identify bottlenecks, and improve team conversion.
# Strong commercial mindset with high ownership and accountability.
# You’ll be part of a fast-moving fintech startup, working with a passionate team that is building a current approach to wealth management. If you enjoy leading people, driving business growth, working with financial markets, and helping clients build wealth, you’ll have the opportunity to make a meaningful impact at Stack Wealth.

📌 Sales and Relationship Manager (Mumbai)
🏢 Stack Wealth
📍 Mumbai