StashFin - Wealth Strategist - Channel Development

1 week ago


Gurgaon, Haryana, India Stashfin Full time

About StashFin:

We are a rapidly growing digital lending platform based in Delhi, founded by a team of experienced financial services professionals dedicated to disrupting traditional lending in India.

Our team has a strong background in the Banking and Financial Services (BFSI) space, having worked with prominent firms such as Bank of America, Merrill Lynch, Citi, Deloitte, and Kabbage.

We are leveraging our collective experience to deliver best-in-class services and convenience to our customers.

Job Description:

Spearhead the establishment and expansion of channel distribution through partnerships in the wealth management industry.

Drive assets under management (AUM) on the platform by deepening existing relationships and building new ones through high net worth individual (HNI) and ultra high net worth individual (UHNI) advisory channels.

Develop and implement strategic channel sales plans aligned with company objectives, leveraging market insights and competitive analysis to identify growth opportunities and optimize channel performance.

Own the sales funnel from sourcing to activation to continuous engagement through collaboration with marketing, product development, and other teams.

Acquire, retain, and deepen portfolio to maximize sales performance and achieve revenue targets through liability products and wealth management products.

Grow AUM and sales revenue on a month-on-month basis.

Ensure effective relationship management by monitoring customer movement and implementing a customer retention program.

Key Responsibilities:

  1. Manage the entire process and deliver profit and loss (P&L) targets
  2. Develop and implement strategic channel sales plans
  3. Drive AUM growth through HNI/UHNI advisory channels
  4. Own the sales funnel and optimize channel performance
  5. Acquire, retain, and deepen portfolio
  6. Grow AUM and sales revenue
  7. Ensure effective relationship management

Requirements:

  • Bachelor's degree or commensurate work experience


  • Gurgaon, Haryana, India Stashfin Full time

    About StashFin:- As a rapidly growing digital lending platform in India, StashFin is poised to disrupt traditional lending with a well-funded team of former financial services professionals.- With a team of 200+ smart, young & energetic individuals from top global and Indian universities, StashFin is leveraging its collective experience to deliver...


  • Gurgaon, Haryana, India Stashfin Full time

    StashFin is a rapidly growing digital lending platform in Delhi, revolutionizing traditional lending in India. With a team of 200+ young and energetic individuals from top global and Indian universities, we leverage our collective experience to deliver best-in-class services and great convenience to our customers. As a key member of our team, you will...


  • Gurgaon, Haryana, India Stashfin Full time

    About StashFin:As a rapidly growing digital lending platform in Delhi, StashFin is poised to disrupt traditional lending in India. With a team of 200+ smart, young & energetic individuals from top global and Indian universities, we are revolutionizing financial services in the country.We have worked with reputed firms in the Banking and Financial Services...


  • Gurgaon, Haryana, India Stashfin Full time

    Job Title: Senior Risk Policy StrategistAbout Stashfin:Stashfin is a leading digital lending platform dedicated to delivering fair, fast, and transparent financial solutions. Our mission is to empower individuals to manage their financial health by providing easy access to a wide range of financial products and services.Role Overview:We are seeking an...


  • Gurgaon, Haryana, India Stashfin Full time

    About the RoleStashfin is seeking an experienced and strategic Head of Risk Policy to lead our risk management initiatives. This role requires a deep understanding of credit risk models, data analytics, and policy formulation.The ideal candidate will work closely with our Data Sciences team to build and refine risk models, oversee risk, collection & recovery...

  • Recovery Specialist

    2 weeks ago


    Gurgaon, Haryana, India Stashfin Full time

    Delinquent Account ResolutionAt StashFin, we are seeking a skilled Recovery Specialist to join our team and lead our delinquent account resolution efforts. The ideal candidate will have a proven track record of developing and executing comprehensive recovery plans, focusing on timely and efficient resolution.Key Responsibilities:Monitor and analyze...


  • Gurgaon, Haryana, India Stashfin Full time

    Job Description: Centre of Excellence Team Member - PMO (Founder's Office)About Us: At Stashfin, we're a FinTech company that's revolutionizing lending. Our Centre of Excellence (CoE) team drives best practices, supports strategic growth, and fosters excellence. We're seeking individuals to join our CoE team, overseeing the PMO from the Founder's Office....


  • Gurgaon, Haryana, India Stashfin Full time

    Job Description: Centre of Excellence Team Member - PMO (Founder's Office)About Us: At Stashfin, we're a FinTech company that's revolutionizing lending. Our Centre of Excellence (CoE) team drives best practices, supports strategic growth, and fosters excellence. We're seeking driven individuals to join our Centre of Excellence (CoE) team, overseeing the PMO...


  • Gurgaon, Haryana, India StashFin Full time

    Job Title: Cloud Infrastructure ArchitectJob Summary: We are seeking a highly skilled Cloud Infrastructure Architect to lead the design and implementation of our cloud-based infrastructure. The ideal candidate will have a strong background in cloud computing, with experience in designing and deploying scalable, secure, and resilient systems.Key...

  • Risk Policy Head

    2 weeks ago


    Gurgaon, Haryana, India Stashfin Full time

    About StashfinStashfin is a leading digital lending platform committed to delivering fair, fast, affordable, and transparent financial solutions. Our mission is to empower individuals to take charge of their financial health by providing easy access to a wide range of financial products and services.Role OverviewWe are seeking an experienced and strategic...


  • Gurgaon, Haryana, India StashFin Full time

    Job SummaryStashFin is seeking a seasoned Cloud Engineering Manager to lead the design and implementation of scalable, secure, and resilient systems. As a key member of our engineering team, you will collaborate across departments to drive innovation and excellence in cloud computing.Key ResponsibilitiesDesign and implement cloud-based infrastructure to...


  • Gurgaon, Haryana, India Stashfin Full time

    Delinquent Account Resolution ExpertAt StashFin, we are seeking a highly skilled Delinquent Account Resolution Expert to join our team. This role is responsible for developing and executing comprehensive recovery plans for delinquent accounts, focusing on timely and efficient resolution.Key Responsibilities:Monitor and analyze delinquent accounts to identify...


  • Gurgaon, Haryana, India StashFin Full time

    Job Title: Credit Risk Modelling EngineerAbout the Role:This is an exciting opportunity to join our team at StashFin as a Credit Risk Modelling Engineer. As a key member of our Model Development function, you will be responsible for developing, implementing, and monitoring risk models across various business functions.Key Responsibilities:Develop and...


  • Gurgaon, Haryana, India Stashfin Full time

    Key Responsibilities:As a key member of the StashFin team, you will be responsible for developing and executing detailed internal audit plans and programs based on risk assessments and regulatory requirements applicable to NBFC. This will involve conducting thorough audits of financial and operational processes to ensure compliance with company policies,...

  • Internal Auditor

    4 days ago


    Gurgaon, Haryana, India Stashfin Full time

    Audit Planning and Execution:• Develop and execute detailed internal audit plans and programs based on risk assessments and regulatory requirements applicable to StashFin.• Conduct audits of financial and operational processes, ensuring compliance with company policies, procedures, and applicable regulations (primarily RBI).• Evaluate the effectiveness...


  • Gurgaon, Haryana, India StashFin Full time

    Job Title: Node.js Backend Developer with TypeScriptAbout the Role:StashFin is seeking a skilled Node.js Backend Developer with TypeScript expertise to join our software development team. As a key member of our team, you will be responsible for designing and implementing server-side logic, defining and maintaining databases, and ensuring high performance and...


  • Gurgaon, Haryana, India Stashfin Full time

    Delinquent Account ResolutionAs a key member of the StashFin team, you will be responsible for developing and executing comprehensive recovery plans for delinquent accounts. Your focus will be on timely and efficient resolution, ensuring alignment with organizational objectives and regulatory requirements.Key Responsibilities:Monitor and analyse delinquent...


  • Gurgaon, Haryana, India StashFin Full time

    Job DescriptionAt StashFin, we are seeking a highly skilled and experienced Quality Assurance Lead to join our team. As a Quality Assurance Lead, you will be responsible for leading and mentoring the QA team, fostering a culture of quality and continuous improvement.Key Responsibilities:Develop and implement comprehensive testing strategies, plans, and test...


  • Gurgaon, Haryana, India StashFin Full time

    Job OverviewThe Credit Risk Modelling Engineer will be responsible for developing, implementing, and monitoring risk models across business functions at StashFin. This role will focus on building and implementing risk models, bringing in domain/quantitative best practices, and working on the development of model methodologies, algorithms, and diagnostic...


  • Gurgaon, Haryana, India StashFin Full time

    Job Title: Quality Assurance LeadJob Summary:We are seeking a highly skilled Quality Assurance Lead to join our team at StashFin. The successful candidate will be responsible for leading and mentoring the QA team, developing and implementing comprehensive testing strategies, and collaborating with cross-functional teams to ensure project goals are met.Key...