Relationship Manager / Area Manager - B2B Investments (Channel Sales)

Job Description

Relationship Manager / Area Manager - B2B Investments (Channel Sales)

Role Type & Location: Full-Time - Pan India

Reporting To: Regional/Zonal Head

Quick Summary

This critical role is centered on driving investments into the company's Peer-to-Peer (P2P)

lending product, positioning it as a high-growth alternate asset class. As an individual

contributor, you will immediately focus on aggressively expanding our B2B channel by

empaneling and managing Mutual Fund Distributors (MFDs), IFAs, and other key financial

partners. This role is vital for achieving our investment targets and increasing the market

penetration of our innovative P2P product.

Your Role

In this role, you will be expected to achieve the following key results:

• Acquire & Onboard: Identify, recruit, and successfully empanel a high-potential
  
  

network of new financial channel partners (MFDs, IFAs, brokers, sub-brokers) to

distribute the P2P investment product.

• Achieve Investment Targets: Consistently hit aggressive monthly and quarterly
  
  

sales/investment targets (e.g., lumpsum and SIP/PTP) from the empanelled channel

network.

• Drive Product Penetration: Increase the adoption and total investment volume of the
  
  

P2P product within the distributor base, establishing it as a core offering.

• Be a Brand Ambassador: Build and maintain strong, long-term relationships with
  
  

channel partners, providing product education, training, and sales support to maximize

their success.

• Ensure Compliance: Act as the primary liaison, assisting partners with smooth
  
  

onboarding, documentation, and transaction processes while ensuring all activities

adhere to company and regulatory guidelines.

• Monitor Market Insights: Develop a deep understanding of the P2P lending regulatory
  
  

framework (RBI/NBFC) and monitor competitor activity to effectively position and sell

the product.

Must-Haves

• Experience: Minimum 3+ years of proven B2B sales experience in the financial services
  
  

industry.

• Domain Expertise: Direct experience within Asset Management Companies
  
  

(AMC)/Mutual Funds, Broking/Securities Firms, or other NBFCs, specifically focusing on

the channel partner (MFD/IFA) model.

• Network: An established, active, and current network of financial channel partners
  
  

(MFDs/IFAs) in the designated city/territory is mandatory.

• Core Skills: Strong understanding of financial products, investment vehicles (Mutual
  
  

Funds, SIPs, equity, bonds, PMS/AIF), coupled with excellent communication,

relationship-building, and negotiation skills.

Bonus: Good-to-Haves:

• Prior, direct knowledge and experience with the Peer-to-Peer (P2P) lending model.
• An MBA in Finance/Marketing or a related advanced degree is preferred.
• Relevant financial certifications (e.g., NISM).
• Demonstrated behavioral competencies: Self-motivated, goal-oriented, and confident in
  
  

handling aggressive sales and recruitment targets.

Required Skills

[Sales and Marketing]

Additional Information

• Mutual Fund / Wealth Management / NBFC / Fintech
• Distribution sales
• Channel partner management
• Broker / Sub-broker onboarding
• Insurance distribution