Sales Manager - Wealth

Stack Wealth · India

About Stack Wealth

Stack Wealth is a Y Combinator-backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We are building a wealth-tech platform that makes sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

About the Role

We are looking for a driven and experienced Manager – Wealth Management to lead and manage a team of Wealth Managers/Relationship Managers. The person will be responsible for driving team-level sales and revenue targets, strengthening client relationships, improving team productivity, and ensuring a high-quality wealth management experience for clients.

The ideal candidate should have strong experience in wealth management, sales, financial advisory, and team leadership, along with a strong understanding of financial markets and investment products.

What You’ll Do

Team Leadership & Performance

1. Lead, manage, and mentor a team of Wealth Managers/Relationship Managers to achieve individual and team sales targets.
2. Set clear performance expectations, track KPIs, and drive accountability across the team.
3. Conduct regular reviews of team performance, sales pipeline, conversions, revenue, and client acquisition.
4. Coach team members on prospecting, client engagement, sales conversations, objection handling, and closing.
5. Identify performance gaps and provide structured guidance and support to improve individual productivity.
6. Motivate the team and create a high-performance, target-driven environment.

Sales & Business Growth

1. Own the overall team acquisition, revenue, and AUM targets.
2. Monitor the sales funnel from lead generation and prospecting through onboarding and conversion.
3. Review pipeline quality and ensure timely follow-ups and effective lead management.
4. Drive opportunities for cross-selling and upselling products such as PMS and increased portfolio allocations.
5. Identify opportunities to improve conversion rates, wallet share, client retention, and overall team revenue.

Client & Wealth Management

1. Support Wealth Managers in handling high-value and strategic client relationships.
2. Ensure clients receive consistent and high-quality communication, portfolio reviews, and investment guidance.
3. Participate in important client discussions and help the team handle complex client requirements or escalations.
4. Ensure portfolio recommendations and client interactions are aligned with Stack Wealth’s investment philosophy.
5. Monitor client engagement and retention across the team and proactively address concerns.

Process & Reporting

1. Track and analyze team-level metrics including leads, conversions, AUM, revenue, productivity, and client retention.
2. Maintain accurate sales and client records and ensure disciplined CRM and pipeline management.
3. Work closely with internal teams to improve sales processes, client onboarding, and overall customer experience.
4. Share regular business updates, insights, challenges, and growth opportunities with senior management.

What We’re Looking For

1. 4+ years of experience in wealth management, financial services, sales, advisory, banking, AMC, PMS, or a related domain.
2. Prior experience managing and mentoring a team of Wealth Managers, Relationship Managers, or financial advisors.
3. Strong track record of achieving and driving sales/revenue targets.
4. Strong understanding of financial markets, mutual funds, stocks, PMS, and investment strategies.
5. Excellent client relationship management and communication skills.
6. Strong leadership, coaching, and people-management abilities.
7. Ability to analyze sales pipelines, identify bottlenecks, and improve team conversion.
8. Strong commercial mindset with high ownership and accountability.
9. Ability to explain complex investment concepts in a simple and client-friendly manner.
10. Strong analytical, problem-solving, and decision-making skills.

Why Join Us

We’re rethinking how India invests. You’ll be part of a fast-moving fintech startup, working with a passionate team that is building a new approach to wealth management. If you enjoy leading people, driving business growth, working with financial markets, and helping clients build wealth, you’ll have the opportunity to make a meaningful impact at Stack Wealth.