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Client Partner & Company Secretary

Client Partner & Company Secretary

Stellar Capital Managementmumbai, maharashtra, in
9 hours ago
Job description

Company Description

At Stellar (https : / / stellarcapital.ai / ), we're building AI-powered wealth management for modern Indians.

Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve their financial goals. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience hyper-personalized investment management with unmatched transparency and convenience.

Compensation Highlights

  • Top-of-market cash compensation
  • Free access to Stellar's employee-only investment fund

Role Description

We are recruiting a versatile Client Partner & Company Secretary to champion Stellar's offerings and nurture our relationships :

Business Development

  • Grow Stellar’s client partnerships and nurture relationships with HNI / UHNI investors and family offices
  • Own the end-to-end client journey : sale, onboarding, portfolio discussions, and relationship building
  • Communicate investment strategies clearly, especially our hyper-personalization, goal-focused, and quant & AI-driven approach (you will explain credibly and loop in internal experts when required)
  • Collect and structure actionable client feedback, processing client signals to work cross-functionally with product and quant teams to influence product direction
  • Leverage modern tools, such as AI agents and CRM software
  • Governance & Legal

  • Undertake the responsibilities of our designated Company Secretary
  • Coordinate closely with external CS, CA, legal advisors, and internal stakeholders to uphold impeccable corporate governance
  • Preferred Background

  • Education : Qualifications in CS (eligible to be the designated CS is mandatory)
  • Experience : 3+ years in wealth management or PMS / AIF advisory
  • Strong Network : Demonstrated success managing HNI / UHNI relationships, especially younger or tech-savvy clients
  • Mindset : AI-native productivity, end-to-end ownership, and bias toward action
  • Bonus : Zero-to-one experience of growing such companies from an early stage
  • Or something untraditional that trumps all of the above
  • Stellar Culture

    Fulfilment through the best work of our lives

    🌟 Pursuit of Excellence

    We are not a family; we are a high-performance sports team- and our sport is solving users' problems

    🧠 Talent Density

    We prefer to hire one AI-augmented superhuman over five average players- that's why we offer top-of-market compensation and free access to the employee-only fund

    💡 Relentless Innovation

    Dare to solve daunting problems with first principles thinking, multidisciplinary ingenuity, resourcefulness, and grit

    🚀 The Fast and The Curious

    The speed of execution and improvement matters more than perfection

    💭 Radical Candor

    Being kind is more important than being nice- say what people need to hear, not what you think they want to hear, and actively seek feedback

    📊 Truth Alone Triumphs

    Change your mind when the facts change, and don't fool yourself with vanity metrics (Delulu is not the solulu)

    🎨 Pride in Craftsmanship

    What we build ends up building us- this is more than "just work"

    🦅 Fewer Rules Rule

    Thrive in freedom by being self-motivated, taking ownership, and always acting in Stellar's best interests

    Contact

    Share your resume directly with us at join@stellarcapital.ai.

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    Company Secretary • mumbai, maharashtra, in

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