Job Description: Management Trainee - Wealth Sales

*About the Role*

We’re looking for enthusiastic and driven freshers who are interested in sales, financial markets, and wealth management. At Stack, you’ll help clients explore personalised investment solutions while building your skills in sales and relationship management.

*Roles & Responsibilities*

1. Connect with prospective clients, understand their financial goals, and introduce them to Stack’s personalised wealth management solutions.
2. Manage leads, follow up with prospects, and work towards client acquisition and sales targets.
3. Build strong client relationships through regular calls, emails, and portfolio updates.
4. Assist with client portfolio reviews and address queries under the guidance of experienced team members.
5. Identify opportunities for cross-selling and upselling relevant investment products, including PMS.
6. Develop knowledge of stocks,



mutual funds, financial markets, and investment strategies.

*What We’re Looking For*
- Freshers with a robust academic background; Finance, Commerce, or related fields preferred.
- Excellent communication and interpersonal skills.
- Interest in financial markets, investments, and sales.
- A proactive, target-oriented mindset with a willingness to learn.

*Training & Development*

Comprehensive training will be provided on financial products, investment strategies, Stack’s advisory model, and sales processes, along with guidance from experienced team members.

*Why Join Us?*

Be part of a fast-growing startup, gain hands-on experience in wealth management, and build a rewarding career in financial services.

📌 Management Trainee (Mumbai)
🏢 Stack Wealth
📍 Mumbai