Client Partner

1 week ago

mumbai, India Stellar Capital Management Full time

Company DescriptionAt Stellar (https://stellarcapital.ai/), we're building AI-powered wealth management for modern Indians.Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve their financial goals. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience hyper-personalized investment management with unmatched transparency and convenience.Compensation HighlightsTop-of-market cash compensationFree access to Stellar's employee-only investment fundRole DescriptionWe are recruiting a versatile Client Partner & Company Secretary to champion Stellar's offerings and nurture our relationships:Business DevelopmentGrow Stellar’s client partnerships and nurture relationships with HNI/UHNI investors and family officesOwn the end-to-end client journey: sale, onboarding, portfolio discussions, and relationship buildingCommunicate investment strategies clearly, especially our hyper-personalization, goal-focused, and quant & AI-driven approach (you will explain credibly and loop in internal experts when required)Collect and structure actionable client feedback, processing client signals to work cross-functionally with product and quant teams to influence product directionLeverage modern tools, such as AI agents and CRM softwareGovernance & LegalUndertake the responsibilities of our designated Company SecretaryCoordinate closely with external CS, CA, legal advisors, and internal stakeholders to uphold impeccable corporate governancePreferred BackgroundEducation: Qualifications in CS (eligible to be the designated CS is mandatory)Experience: 3+ years in wealth management or PMS/AIF advisoryStrong Network: Demonstrated success managing HNI/UHNI relationships, especially younger or tech-savvy clientsMindset: AI-native productivity, end-to-end ownership, and bias toward actionBonus: Zero-to-one experience of growing such companies from an early stageOr something untraditional that trumps all of the aboveStellar CultureFulfilment through the best work of our lives🌟 Pursuit of ExcellenceWe are not a family; we are a high-performance sports team- and our sport is solving users' problems🧠 Talent DensityWe prefer to hire one AI-augmented superhuman over five average players- that's why we offer top-of-market compensation and free access to the employee-only fund💡 Relentless InnovationDare to solve daunting problems with first principles thinking, multidisciplinary ingenuity, resourcefulness, and grit🚀 The Fast and The CuriousThe speed of execution and improvement matters more than perfection💭 Radical CandorBeing kind is more important than being nice- say what people need to hear, not what you think they want to hear, and actively seek feedback📊 Truth Alone TriumphsChange your mind when the facts change, and don't fool yourself with vanity metrics (Delulu is not the solulu)🎨 Pride in CraftsmanshipWhat we build ends up building us- this is more than "just work"🦅 Fewer Rules RuleThrive in freedom by being self-motivated, taking ownership, and always acting in Stellar's best interestsContactShare your resume directly with us at join@stellarcapital.ai.

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