About the role
As a Relationship Manager, you'll be the face of Stable Money for our investors, helping them navigate fixed-income opportunities across FD, bonds, and new products, building long-term relationships, and driving portfolio growth. This is a high-ownership role where you'll work closely with our product and business teams to deliver a best-in-class investment experience.
Responsibilities:
- Manage and grow a portfolio of investors interested in FDs, bonds, and fixed-income products.
- Understand client financial goals and recommend suitable investments.
- Drive activation, engagement, and repeat investments from your client base.
- Handle end-to-end client queries, from onboarding to post-investment support.
- Collaborate with internal teams to relay client feedback and improve the product experience.
- Meet and exceed monthly targets for AUM growth and client retention.
Requirements:
- 1.5 - 3 years of experience in a relationship manager role at a fintech or bank.
- Strong understanding of fixed-income products: bonds, FDs, and NCDs.
- Excellent communication and interpersonal skills.
- Client-first mindset with a proven ability to build trust and long-term relationships.
- Comfortable working in a fast-paced startup environment.
- Self-driven with a strong ownership mentality.
Good to have:
- Prior exposure to HNI or retail investor management.
- Familiarity with fintech platforms or investment apps.
- Existing lead list of potential customers for fixed-income investing.