Nivesh is an award-winning, digital-first investment platform on a mission to make financial products like mutual funds and insurance accessible to every Indian. Over the past 8 years, we've built a full-stack platform that empowers financial distributors and their clients with smart tools, a clutter-free interface (mobile + web), and everything they need to invest confidently.
Backed by IAN Fund and LV Angel Fund, we operate out of our Noida HQ with branches in Mumbai and Jaipur and we're just getting started.
Nivesh has grown rapidly in the last 8 years of its existence and today manages approx. Rs. 3,000 crores as AUM through 9,000+ partners spread across 750 cities in India. The total team strength is 94. The corporate office is located in Noida and has branches in Mumbai and Jaipur. The company is supported by leading investors including IAN Fund and LV Angel Fund
About the role
The Role We are looking for someone who can manage and engage insurance partners, drive partner activations, support them in generating business, and achieve monthly APE targets. The role involves resolving partner queries, maintaining strong relationships, tracking partner performance, and coordinating with internal teams for smooth execution
What You'll Do
Business APE Achievement
- Achieve monthly and quarterly APE (Annualized Premium Equivalent) targets.
- Identify sales opportunities and convert them through effective partner engagement.
Partner Activations
- Ensure consistent onboarding and activation of new partners.
- Monitor partner activity, motivate inactive partners, and improve engagement rates.
- Maintain activation records and share reports with the team lead.
Product Knowledge & Convincing Power
- Maintain a strong understanding of insurance products and offerings.
- Deliver effective product pitches and resolve partner objections with confidence.
- Regularly participate in product training and certification programs.
Partner Servicing & Satisfaction
- Serve as the first point of contact for partner queries and support.
- Ensure timely resolution of issues and maintain high partner satisfaction scores.
- Build strong relationships to foster loyalty and repeat business.
Data Management & Inter Department Coordination
- Maintain accurate data on activations, sales, and partner performance.
- Coordinate with Sales Support, Operations, and Training teams for seamless execution.
What We're Looking For
Must-Haves
- Bachelor / Master degree qualifications preferably B.com/M.com
- Should understands the basics of Insurance Industry
- Should be well versed with MS Excel
- Good communication skill
- Candidate with BQP certification will be preferred
- Ability to coordinate with cross-functional teams
Why Nivesh?
A collaborative, high-ownership culture where you're encouraged to take initiative not just execute tasks
Real growth opportunities - we back people who perform and give them more responsibility to match
ESOPs after one year - you share in what you help build
Qualified environment with the right amount of fun baked in
📌 Sales Executive (Noida)
🏢 Nivesh
📍 Noida
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