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IFA Relationship Manager

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Job Description

Company Name: Per Annum (www.perannum.money)

Location: Mumbai, Ahmedabad, Pune, Indore, Jaipur

Department: Partnerships / Business Development

Employment Type: Full-time

Experience: 2–6 years

Industry: Fintech / Financial Services / NBFC / Insurance / Investment Platforms

About Per Annum:

Per Annum is an investment technology platform managing over ₹3,000 crores in assets. It

offers alternative investment opportunities such as Peer to Peer Lending, fractional real estate, non-convertible debentures, enabling investors to access high-yield assets with

lower entry barriers and a seamless, tech-driven investment experience.

About the Role:

We are seeking a driven and relationship-focused professional to lead our offline distributor

partnerships vertical. In this role, you will be responsible for identifying, onboarding, and

managing channel partners such as wealth advisors, IFAs (Independent Financial Advisors),

and other distribution networks to expand the reach of our Investment products in Tier 1, 2,

and 3 cities.

Key Responsibilities:

1. Partner Acquisition: Identify and onboard new offline distributors including IFAs,

MFDs, financial planners, brokers, and wealth partners.

2. Relationship Management: Build and nurture strong relationships with existing

partners to drive consistent business and product adoption.

3. Training & Enablement: Educate partners on Investment product offerings, digital

tools, and processes through regular training sessions and demos.

4. Market Expansion: Develop strategic plans to scale offline reach across untapped

geographies and segments.

5. Revenue Ownership: Own and deliver monthly and quarterly revenue targets

through offline partner channels.

6. Feedback Loop: Act as a bridge between the partners and internal product/operations

teams to relay feedback and improve offerings.

Requirements:

1. 2–6 years of experience in partnership development, B2B sales, or channel

distribution in fintech, NBFC, AMC, or insurance companies.

2. Strong understanding of financial products such as mutual funds, bonds, insurance, or

alternate investments.

3. Prior experience working with IFAs or wealth managers is preferred.

4. Excellent communication, negotiation, and relationship management skills.

5. Willingness to travel frequently to meet partners across different cities.

6. Self-starter with a result-oriented approach.

Preferred Qualifications:

1. Bachelor's degree in Business, Finance, or a related field. MBA is a plus.

2. Fluency in English and at least one regional language.

What We Offer:

1. Competitive compensation and performance-linked incentives.

2. Opportunity to shape a fast-growing fintech distribution channel from the ground up.

3. Work with a dynamic team in a high-growth startup environment.

4. Exposure to innovative financial products and cutting-edge technology platforms.

How to Apply:

Please share your resume at [Confidential Information] along with

your current and expected CTC.

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About Company

Job ID: 151526361