About Stack Wealth /n 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. /n About the Role /n 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. /n The ideal candidate should have solid experience in wealth management, sales, financial advisory, and team leadership, along with a strong understanding of financial markets and investment products. /n What You’ll Do /n Team Leadership & Performance /n /n

- Lead, manage, and mentor a team of Wealth Managers/Relationship Managers to achieve individual and team sales targets.

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- Set clear performance expectations, track KPIs, and drive accountability across the team.

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- Conduct regular reviews of team performance, sales pipeline, conversions, revenue, and client acquisition.

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- Coach team members on prospecting, client engagement, sales conversations, objection handling, and closing.

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- Identify performance gaps and provide structured guidance and support to improve individual productivity.

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- Motivate the team and create a high-performance, target-driven environment.

/n /n Sales & Business Growth /n /n

- Own the overall team acquisition, revenue,



and AUM targets.

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- Monitor the sales funnel from lead generation and prospecting through onboarding and conversion.

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- Review pipeline quality and ensure timely follow-ups and effective lead management.

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- Drive opportunities for cross-selling and upselling products such as PMS and increased portfolio allocations.

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- Identify opportunities to improve conversion rates, wallet share, client retention, and overall team revenue.

/n /n Client & Wealth Management /n /n

1.

Support Wealth

Managers in handling high-value and strategic client relationships.

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- Ensure clients receive consistent and high-quality communication, portfolio reviews, and investment guidance.

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- Participate in important client discussions and help the team handle complex client requirements or escalations.

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- Ensure portfolio recommendations and client interactions are aligned with Stack Wealth’s investment philosophy.

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- Monitor client engagement and retention across the team and proactively address concerns.

/n /n Process & Reporting /n /n

- Track and analyze team-level metrics including leads, conversions, AUM, revenue, productivity, and client retention.

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- Maintain accurate sales and client records and ensure disciplined CRM and pipeline management.





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- Work closely with internal teams to improve sales processes, client onboarding, and overall customer experience.

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- Share regular business updates, insights, challenges, and growth opportunities with senior management.

/n /n What We’re Looking For /n /n

- 4+ years of experience in wealth management, financial services, sales, advisory, banking, AMC, PMS, or a related domain.

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- Prior experience managing and mentoring a team of Wealth Managers, Relationship Managers, or financial advisors.

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- Strong track record of achieving and driving sales/revenue targets.

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- Strong understanding of financial markets, mutual funds, stocks, PMS, and investment strategies.

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- Excellent client relationship management and communication skills.

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- Strong leadership, coaching, and people-management abilities.

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- Ability to analyze sales pipelines, identify bottlenecks, and improve team conversion.

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- Strong commercial mindset with high ownership and accountability.

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- Ability to explain complex investment concepts in a simple and client-friendly manner.

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- Solid analytical, problem-solving, and decision-making skills.

/n /n Why Join Us /n We’re rethinking how India invests. You’ll be part of a fast-moving fintech startup, working with a passionate team that is building a new 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. /n

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