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 nstitutions. 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 3 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 (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.