Position: Stable Wealth Manager

Reports to: City Business Head

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; explicit written & verbal communication.

● Flexibility to run weekend drives/events when needed.

Operating Rhythm (Example)

● 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.

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📌 Wealth Manager- Jamshedpur (Jharkhand)
🏢 Stable Money
📍 Jharkhand