
Financial Advisor
12 hours ago
About Wealth Management at Stack:
We're rethinking how India invests.
You'll be the face of our wealth management platform, helping clients make smarter investment decisions and growing their wealth.
Your primary role will be to understand client profiles, explain our advisory model, and onboard them into personalized stock portfolios.
You'll also manage your sales pipeline like a pro, follow up on leads, close deals, and hit acquisition targets.
Another key responsibility will be running quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, and answering queries.
You'll need to keep communication flowing with clients through regular emails, calls, nudges, and updates to ensure they always feel informed and taken care of.
You'll also identify opportunities to grow each portfolio by cross-selling PMS, upselling allocations, and deepening wallet share.
Finally, you'll dive into client portfolios and suggest smart improvements that align with our core investment philosophy.
To succeed in this role, you'll need:
- 2+ years of experience in sales or advisory roles in financial services
- A strong academic background
- Exceptional communication skills – clear, confident, and convincing
- Deep knowledge of financial markets, MFs, stocks, and investment strategies
- High sales ownership and strong relationship-building instincts
- The ability to explain complex investment methodology to clients in simple terms
Why work with us?
You'll be part of a fast-moving startup where passionate individuals genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth, you'll love working with us.
Key Benefits:
We offer a dynamic and supportive work environment, excellent compensation packages, and opportunities for career growth and development.
Join Our Team:
If you're a motivated and ambitious individual who is passionate about wealth management, we encourage you to apply for this exciting opportunity.
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