Posted 22 days ago
Cluster Head - Delhi
BengaluruOn-site
AI Summary
The Cluster Head - Delhi is a field-first, hands-on leadership role responsible for owning end-to-end P&L, investment wallet growth, and channel performance for Stable Money's fixed-income investment platform in the Delhi market. The role involves direct customer acquisition, partner development (IFAs/DSAs/wealth advisors), team building, and process-driven execution to meet monthly and quarterly targets for FDs, Bonds, Mutual Funds, and active customers.
About this role
About Stable Money
Stable Money is India’s leading fixed investment platform. It is a marketplace which helps customers discover and invest in high-quality fixed-income products such as Fixed Deposits (FDs), RD, Bonds, Credit Cards, Mutual Funds from trusted institutions. Stable Money has 30 lac+ trusted investors, 2000cr+ bookings since inception and is backed by marquee investors such as Z47, Lightspeed, Fundamentum, Matrix Partners, RTP Global to name a few.
Role Overview
As the Cluster Head, you are owning end to end P&L, investment wallet growth, team & channel performance. This is a hands-on, field-first role focused on direct customer acquisition, partner development (IFAs/DSAs/MFDs/wealth advisors), team building, and process-driven execution.
What You’ll Own (Key Responsibilities)
Market & Growth
* Build and execute the city go to market: micro market mapping, pincode coverage, funnel & beat plans.
* Deliver monthly and quarterly targets for investments volume (₹), number of FDs, number of Bonds, number of mutual funds, active customers, and repeat investments.
* Drive investment wallet growth via cross sell/upsell, portfolio deepening, and city level campaigns.
Channel & Partnerships
* Acquire, activate, and scale channel partners (IFAs, DSAs, wealth boutiques, community leaders, housing societies, corporates etc).
* Run partner onboarding, training, joint customer events, incentive governance, and performance hygiene.
* Maintain high partner productivity (activations, conversion %, average ticket size, compliance score).
* Direct Sales & Customer ExperienceLead from the front in high stakes customer meetings; close marquee customers/accounts.
* Ensure top tier NPS: zero-defect KYC/documentation, quick TATs, and clear communication.
Team Building & Leadership
* Hire, train, coach, and manage 5–10 field sales reps (minimum 2 years prior team handling required).
* Institute a rigorous operating rhythm: daily huddles, weekly reviews, funnel hygiene, pipeline building, sales commitments, and capability building.
P&L, Process & Compliance
* Own city P&L: productivity, CAC, ATS, incentives, vendor spends, and unit economics.
* Be a stickler for process - CRM hygiene, pipeline data, sales commitments, input metrics, and SOP adherence.
* Ensure regulatory compliance (KYC/AML/PMLA) and audit readiness; drive clean, documented operations.
Data, Reporting & Collaboration
* Track inputs → outputs: leads → meetings → commitments → investments → renewals.
* Publish weekly/monthly dashboards; flag risks early and propose fixes.
* Work closely with central product, operations, and marketing on city feedback and experiments.
What Great Looks Like (KPIs you’ll be measured on)
* FD Volume (₹) & #FDs booked; average ticket size; wallet deepening/renewals
* Bond Volume (₹) & #Bonds booked; average ticket size; wallet deepening/renewals
* Mutual Fund Volume (₹) & #MFs booked; average ticket size; wallet deepening/retention
* Lead to Sale Conversion %, cycle time (TAT), cancellation/error rate
* Active & productive partners, partner activation to productivity ramp
* Team productivity per rep, activity/visit metrics, adherence to beats
CAC & city unit economics, marketing ROI, incentive efficiency
Customer NPS
Must-Have Qualifications
* 8+ years in City managing the P&L & B2C sales
* Local city experience & network (must have worked in the same city you’re applying for).
* Proven direct sales to retail/affluent customers and channel sales via IFAs/DSAs/partners.Managed a 5–10 member field team for ≥2 years with hard targets and reviews.
* Strong command of sales process, CRM, funnel metrics, and on ground execution.
* Bachelor’s degree (MBA preferred).Fluency in English + local language.
Skills & Traits We Value
* Hunter mindset with high ownership; thrives in the field (70 - 80% on ground).
* Process first operator: plans beats, tracks inputs, inspects what they expect.
* Excellent negotiation, closing, and partner management skills.
* Data-driven; strong Excel/Google Sheets; comfortable with CRM tools.
* High integrity, compliant by default; clear written & verbal communication.Flexibility to run weekend drives/events when needed.
Skills
CRMExcelFunnel MetricsGoogle SheetsKYC/AML/PMLA ComplianceNPS TrackingPartner OnboardingPipeline ManagementSales ProcessSOP AdherenceUnit Economics
Explore related jobs
More jobs at Stable Money
Similar CRM jobs
Jobs in Bengaluru
- QSales ManagerQscqsc · Bengaluru, KA
- HResearcher 1 (Semi-Voice)Hireright1 · Bengaluru, Karnataka
Field CounsellorGood Business Lab · Bengaluru, Karnataka- ConsultantIE_CHUBB Chubb Ireland · 2nd Floor, MFAR Manyata Tech Park
- Senior Engineer C# & Kafka - BengaluruOmnissa International Unlimited Company · Bengaluru, India
- Lead Engineer - Data & AIMaersk GSC (India) P.L. · India, Bengaluru
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.