Stable Money Jobs

Sr.Wealth Manager - Mysore

Stable Money

Sr.Wealth Manager - Mysore

Posted 6 Days Ago

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Mysuru, Karnataka, IND

In-Office

Mid level

Fintech • Software • Financial Services

The Role

Acquire and onboard high-value retail customers, drive investments in fixed deposits, bonds, and mutual funds, manage sales pipelines, negotiate and close deals, maintain client relationships, track performance in CRM and MIS systems, ensure compliance, and achieve aggressive monthly and quarterly targets through networking and field execution.

Summary Generated by Built In

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 4 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.

Skills Required

Minimum 4 years of client acquisition experience in banks, NBFCs, securities firms, or liability-based products
Strong track record in customer acquisition, relationship management, and sales closure
Rich customer contacts and active networks
Experience with sales processes, CRM usage, and funnel metrics
Proven direct sales experience with retail customers
Local city experience and an established network in the application city
Fluency in English and the local language
Strong negotiation, resilience, ownership, and target orientation
Graduate or MBA qualification
Strong Excel or Google Sheets skills

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The Company

HQ: Bengaluru, Karnataka

163 Employees

Year Founded: 2022

What We Do

At Stable Money, we believe wealth isn’t built through hype—it’s built through habit. Endurance, longevity, and the power of compounding are the real engines of financial freedom. We’re here to help you grow your money the stable way—through trusted, fixed-income products like FDs and bonds. No jargon. No FOMO. Just safe, sensible investing that works over time. Our mission is simple: ? Make fixed-income investing accessible, transparent, and stress-free. ? Equip you—not just with options, but with clarity to choose what’s right. ? Offer predictable returns so you can plan life with confidence. Through Stable Bonds (stablebonds.in), you can access SEBI-regulated bonds with fixed returns—designed for those who prefer predictable income over market volatility. Behind Stable Money is a team of passionate, curious, and experienced investors who care deeply about helping Indians take control of their financial future. ? Explore how you can invest with safety and stability. ? Learn more: stablemoney.in ? Join our WhatsApp channel: https://whatsapp.com/channel/0029Vb4XFARBvvsiNv6yIO3Q