Posted by
Posted in
Sales & Marketing
Job Code
1740786

Role Overview:
Drive goal-based portfolio construction and maintain client relationships through smooth communication and insights.
Key Responsibilities:
- Manage client portfolios based on stated goals.
- Provide timely updates and insights through the platform.
- Engage with distributor firms and adviser networks.
- Conduct app demonstrations for potential partners.
- Qualify new partners for distribution channels.
Must-Haves:
- Experience: 7 - 10 years in B2B sales, preferably in fintech, wealth management, financial services.
- Strong MFD/IFA/wealth-management exposure with a good understanding of the Indian mutual fund and wealth ecosystem.
- Existing network across Gujarat-based MFDs, IFAs, wealth firms or financial institutions.
- Proven consultative sales experience, including product demos, relationship building, negotiations, and closing.
- Strong 0 - 1 business development capability - able to open new accounts, build partnerships, and independently drive the sales cycle.
Additional Information:
- Good communication skills.
- Understanding of cross-border investments.
- Willingness to relocate to GIFT City, Gujarat.
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Posted by
Posted in
Sales & Marketing
Job Code
1740786