Relationship Manager Area Manager – B2B Investments

1. Channel Partner Acquisition: Identify acquire onboard and empanel new MFDs IFAs brokers sub-brokers and other financial intermediaries.
2. Investment Sales: Drive monthly and quarterly investment targets through the channel network including lumpsum and SIP/PTP investments.
3. Product Penetration: Increase adoption and investment volumes of the P2P product across the distributor network.
4. Relationship Management: Build and maintain strong long-term relationships with financial partners.
5. Partner Training: Conduct product presentations training sessions and regular engagement activities to help partners effectively pitch the product.
6. Sales Support: Work closely with channel partners throughout the sales cycle including onboarding documentation transactions and issue resolution.
7. Market Development: Identify new business opportunities and expand the financial partner ecosystem within the assigned territory.
8. Market Intelligence: Track competitor offerings market trends and developments in the P2P lending and investment space.
9. Regulatory Compliance: Ensure channel activities and transactions are conducted in accordance with applicable company policies and RBI/NBFC regulatory guidelines.
10. Performance Tracking: Monitor partner performance identify gaps and implement strategies to improve investment volumes and partner productivity.

Required Skills:

Financial Services SalesChannel Partner ManagementP2P Lending KnowledgeNegotiationCommunicationTraining DeliveryData AnalysisRegulatory Knowledge