
Stable Wealth Manager at Stable Money (Delhi, India)
Stable Money· Delhi, India·
Role details
Job description
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; clear written & verbal communication.
- Flexibility to run weekend drives/events when needed.
Operating Rhythm
- 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.
Why work at Stable Money
- Mission-driven culture: The company explicitly brands itself as anti-hype and pro-compounding — a values-led environment for people who care about financial inclusion and sensible investing.
- Early-stage ownership: Series C with a 5.15% ESOP pool and a founder-led team means meaningful equity upside for early joiners.
- Fast-moving, expanding scope: Hiring across product, legal, compliance, content, growth, and city leadership — an opportunity to define processes from 0→1 in new markets.
- Work environment: On-site/in-office culture in Bengaluru (HSR Layout area) — Built In lists "OnSite Workspace" with employees working from physical offices. Several current openings are Bengaluru-based; new roles are also opening in Delhi and other Indian cities.
- Talent density: Team draws from top Indian consumer internet and fintech companies (BYJU'S, Navi, Groww, Amazon, Bandhan Bank), and alumni go on to Amazon, Oracle, Meesho, slice — indicating strong career trajectory either way.
- AI-assisted hiring: The company uses AI tools to support resume screening and application review, but states final hiring decisions are made by humans — transparency worth noting for candidates.
- Notable perks/context: No public details on remote flexibility or traditional perks; the emphasis is on growth, ownership, and in-person collaboration.