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Protocol Intelligence
Data-driven signals on your job's competitivenessMid-level generalist wealth-sales role with moderate brand and local-network filters yields medium competition.
High domain bias due to required banking/NBFC client networks and mandatory local-city experience.
Explicit 4-year requirement, mandatory local networks and banking/NBFC experience create high shortlisting strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Acquire and onboard high-net-worth retail clients leveraging personal industry networks.
Drive investments of ₹5–10 lakhs per customer into Fixed Deposits, Corporate Bonds, and Mutual Funds at Stable Money.
Own end-to-end client acquisition, sales closure, and relationship management with targets and compliance adherence.
Minimum Requirements
Minimum 4 years of client acquisition experience in banks, NBFCs, securities firms, or liability-based products.
Must have rich customer contacts and active networks with proven direct retail sales experience.
Experience working in and strong network within the local city of application.
Graduate degree required; MBA preferred; Fluency in English and local language.
Ideal Candidate Profile
Experienced hunter with a strong track record in customer acquisition, sales closure, and relationship management in financial services.
Proficient in sales process management, CRM tools, and data-driven pipeline & funnel metrics execution.
Comfortable working under pressure with high ownership, negotiation skills, and capable of driving sales events including weekend customer drives.