About the Role: We are looking for an experienced and result-oriented Sales Manager who has worked with wealth-tech or mutual fund distribution platforms such as NJ Wealth, Z Funds, Wealthy, Prudent, or AssetPlus. The candidate should have robust experience in B2B sales, especially in onboarding and convincing financial distributors, IFAs, MFDs, and partners to join and actively work with the platform. This role is focused on pure sales and partner acquisition. Key Responsibilities:
Identify, approach, and onboard recent distributors, IFAs, MFDs, and financial partners.
Build and maintain strong relationships with partners to drive business growth.
Convince and convert potential partners to actively use the platform and services.
Conduct meetings, product demonstrations, and sales presentations with prospects.




Drive revenue growth through partner activation and business generation. Candidate Requirements:
Minimum 3+ years of experience in B2B sales or partnership sales into wealth management.
Prior experience working with companies like NJ Wealth, Z Funds, Wealthy, Prudent, AssetPlus, or similar wealth-tech / fintech platforms is preferred.
Robust understanding of mutual fund distribution ecosystem and partner networks.
Excellent communication, negotiation, and relationship management skills.
Candidate should be NISM Series V-A certified (Mutual Fund Distributors Certification).

📌 Relationship Executive – Mutual Funds & Wealth Management Pune
🏢 Indifly
📍 Pune