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Posted by

Shweta Sharma

Founder at Careervitablr

Last Active: 16 July 2026

Job Views:  
267
Applications:  43
Recruiter Actions:  9

Job Code

1708093

Strategic Partnership Manager - BFSI

Careervitablr.4 - 6 yrs.Bangalore
Posted 1 month ago
Posted 1 month ago

A research-driven wealth management and wealth-tech firm, is looking for a high-performing Inside Sales Team Leader to build and scale its customer acquisition engine.

This is a leadership role offering direct mentorship from the Founder & CEO and an opportunity to grow in the rapidly expanding wealth management industry.

Key Responsibilities:

- Lead and manage an outbound calling team for appointment generation and lead qualification.

- Recruit, train, coach, and motivate telecallers to achieve performance targets.

- Establish calling processes, CRM workflows, dashboards, and performance metrics.

- Build and manage strategic referral partnerships with Chartered Accountants, Lawyers, HR Consultants, and other professionals.

- Drive direct B2B and HNI sales initiatives during the initial ramp-up phase.

- Collaborate with leadership to develop sales strategies and growth initiatives.

Direct Market Exposure:

- The candidate will actively step into a direct sales role across critical business lines specifically pitching our Corporate Treasury and HNI / Family Office / Ultra-HNI investment solutions directly to prospective clients.

The "Train the Trainer" Objective:

- This is designed as a high-value, hands-on training loop. By personally managing the entire sales cycle end-to-end for these SBUs, the candidate will gain deep, intuitive domain knowledge of our financial products, client objections, and winning value propositions.

Operational Benefit:

- This front-line experience will directly inform their capability as a Telecalling Manager, enabling them to translate real-world client conversations into sharp, effective scripts and highly credible training for the telecalling team.

Desired Candidate Profile:

- 4 to 6 years of experience in Inside Sales, International BPO, SaaS Sales, Business Development, or Strategic Alliances.

- Proven experience in outbound sales, lead generation, and team management.

- Flawless English articulation, absolute clarity, and the ability to command respect over the phone and in front of senior professionals.

- A proven track record of handling objections and convincing high-net-worth or corporate decision-makers (crucial for both direct sales and the Referral Partner pillar).

- Experience with CRM platforms and sales performance tracking.

- Finance industry experience is not mandatory.

Why Join Us?:

- Direct exposure to the Founder & CEO.

- Opportunity to build a business function from the ground up.

- Fast-track leadership growth in the high-growth wealth-tech sector.

- Attractive compensation package with performance-linked rewards.

Experience: 4-6 Years

Location: Bangalore (Kengeri)

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Posted by

Shweta Sharma

Founder at Careervitablr

Last Active: 16 July 2026

Job Views:  
267
Applications:  43
Recruiter Actions:  9

Job Code

1708093

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