Job Title: B2B Team Lead

Department: Business Development (B2B)

Location: Noida

Employment Type: Full-Time

About Fincart

Fincart is one of India's leading wealth management and financial planning organizations, helping individuals and businesses achieve their financial goals through personalized financial solutions. With a strong presence across multiple cities and a growing team of professionals, Fincart fosters a culture of learning, innovation, and performance.

Role Overview

We are looking for a results-driven B2B Team Lead to drive partner acquisition, revenue growth, and business expansion. The ideal candidate will be responsible for leading a high-performing team, building strategic partnerships, increasing client acquisition, and ensuring consistent achievement of business targets while maintaining strong stakeholder relationships.

Key Responsibilities:

Business Growth & Revenue

- Drive revenue generation by achieving monthly, quarterly, and annual business targets.
- Increase Assets Under Management (AUM), SIP book size, and Net New Money through strategic partner engagement.
- Identify new business opportunities and expand the organization's B2B partner network.
- Monitor business performance and implement action plans to maximize productivity.

Partner Acquisition & Relationship Management

- Acquire and onboard recent business partners, including financial distributors, referral partners, and institutional clients.
- Strengthen relationships with existing partners to improve engagement and business productivity.
- Drive participation in partner engagement and recognition programs.
- Ensure regular interactions with partners through both physical and virtual meetings.

Team Leadership

- Lead, mentor, and motivate the B2B sales team to achieve individual and team goals.




- Conduct regular performance reviews, coaching sessions, and field visits.
- Track team productivity through defined KPIs and provide continuous feedback.
- Foster a high-performance, collaborative, and customer-centric work culture.

Business Development & Client Acquisition

- Plan and execute workshops, seminars, and partner engagement initiatives to generate quality business opportunities.
- Drive client acquisition through partner-led activities and business campaigns.
- Ensure high conversion rates from partner referrals and business events.

Process Excellence

- Ensure adherence to organizational processes, compliance guidelines, and reporting standards.
- Monitor sales dashboards, MIS reports, and key business metrics.
- Maintain accurate records of partner interactions and business activities.

Learning & Development

- Continuously upgrade product, market, and regulatory knowledge.
- Complete mandatory certifications such as NISM/IRDAI/CFP (or equivalent) as required by the organization.
- Encourage continuous learning and capability building within the team.

Desired Candidate Profile

- Bachelor's degree required; MBA/PGDM preferred.
- 4-8 years of experience in B2B Sales, Financial Services, Wealth Management, Banking, Insurance, or FinTech.
- Proven experience in team handling and revenue generation.
- Strong relationship management, negotiation, and stakeholder management skills.
- Excellent communication, leadership, and analytical abilities.
- Target-oriented with a strong business development mindset.

Why Join Fincart?

- Opportunity to work with one of India's leading wealth management organizations.
- Performance-driven culture with strong career growth opportunities.
- Leadership exposure and continuous learning environment.
- Collaborative workplace focused on innovation and excellence.

📌 Walk-in || Channel Sales ManagerB (Noida)
🏢 Fincart Finvest
📍 Noida