Wealth Manager
3 days ago
About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals. Founded by a team with deep experience across finance, product, and technology, we’re backed by world-class investors including Y Combinator, Kunal Shah, and Harvard Management Company. Since our inception, over 1 lakh clients have trusted Stack Wealth with ₹100+ crores in assets, a testament to the trust we’re building in India’s next generation of investors.We're not here to follow the playbook—we’re here to write a new one. If you're excited about transforming how Indians build wealth, you're in the right place.About the Role:We’re looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. You’ll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).If you're great at building trust, explaining markets in plain English, and following through till the deal is done, you’ll fit right in.What You’ll Do:Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack’s personalised stock portfolios.Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.Keep the communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.Dive into client portfolios and suggest smart improvements, all in line with Stack’s core investment philosophy.What We’re Looking For:2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)Strong academic backgroundExceptional communication skills—clear, confident, and convincingDeep knowledge of financial markets, MFs, stocks, and investment strategiesHigh sales ownership and strong relationship-building instinctsAbility to explain complex investment methodology to clients in simple termsWhy Join Us: We're rethinking how India invests. You'll be part of a fast-moving startup, working with passionate folks who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth—you’ll love it here.
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Wealth Manager
5 days ago
bangalore, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Circlel Head
4 days ago
bangalore, India Wealth Broking Full timeCircle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY 9137265848 ,...
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Circlel Head
5 days ago
Bangalore, India Wealth Broking Full timeCircle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP...
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Wealth Manager
3 weeks ago
Bangalore, India Tech Mahindra Full timeTitle: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...
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Wint Wealth
3 weeks ago
Bangalore, India Wint Wealth Full timeWint Wealth - Creative Producer (Short Form) About us : Discover a Revolution in Fintech Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. Today, Wint...
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Wealth Management Intern
1 week ago
Bangalore, India Prosperr.io Full time € 20,000io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the...
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Wealth Management Intern
3 days ago
bangalore, India Prosperr.io Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth management intern
3 weeks ago
Bangalore, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech Saa S platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and...
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Wealth Management Intern
3 days ago
bangalore, India Prosperr.io Full timeAbout the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Wealth Manager
1 week ago
Bangalore, India equentis Full timePosition: Wealth Manager Acquisition of Wealth Clients: Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. To conduct and assist in organizing seminars, workshops and other business development activities. Prior experience of working in a wealth...
