Stable Money

Stable Wealth Manager at Stable Money (Delhi, India)

Stable Money· Delhi, India·

Role details

Work type
Onsite
Employment
Full-Time

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.

Application questions