Sales / Business Development Officer – Channel Partner Acquisition (CA/DSA Network)

Company: Smartfin Corporate Advisors Pvt. Ltd.
Department: Business Development
Location: Mumbai / Navi Mumbai
Employment Type: Full-Time
Experience: 1–4 years / Freshers also Welcome
Reporting To: Business Head / Director

About the Role

We are looking for an energetic and target-oriented Business Development Officer (BDO) to expand our network of Chartered Accountants, DSAs, Tax Consultants, Financial Consultants, Business Consultants and other referral partners.

The primary responsibility of this role is to identify, approach, meet, onboard and activate new channel partners who can refer MSME and SME loan requirements to Smartfin.

This is a field-oriented relationship-building role and requires excellent communication, follow-up and networking skills.

Key Responsibilities1. Channel Partner Acquisition

- Identify potential CAs, DSAs, Tax Consultants, Financial Consultants and other professionals.
- Build a database of prospective channel partners.
- Conduct daily outbound calls and WhatsApp/LinkedIn outreach.
- Fix and conduct face-to-face meetings.
- Explain Smartfin's products, process and partner proposition.
- Onboard new associates as per company process.

2. Channel Partner Activation

- Maintain regular contact with newly onboarded associates.
- Understand their client base and potential business opportunities.
- Educate partners about suitable loan products.
- Generate regular referrals from existing associates.
- Follow up with inactive associates and reactivate them.

3. Business Generation

- Generate MSME/SME loan leads through the channel-partner network.
- Understand the basic requirement of the client before passing the lead to the internal team.
- Coordinate with the sales and processing team for further action.
- Track every lead until it is either converted or closed.

4. Field Sales & Networking

- Visit CA offices, DSA offices,



business consultants and commercial establishments.
- Attend networking events and MSME/business meets.
- Develop relationships with professionals who can generate recurring referrals.
- Identify new geographical and professional segments for expansion.

5. Follow-Up

- Maintain systematic follow-up with prospects and existing associates.
- Ensure no lead or partner opportunity remains unattended.
- Maintain next-action dates in CRM.
- Follow up with partners for pending documents and client information wherever required.

6. CRM & MIS

- Maintain complete records of prospects, meetings, associates and leads.
- Update CRM on a daily basis.
- Submit daily activity reports.
- Submit weekly performance reports to the Business Head.
- Maintain an active pipeline of prospective and existing channel partners.

Daily Activity Expectations

The BDO will be expected to achieve approximately:

- 30–40 new outbound calls
- 10–15 follow-up calls
- 3–5 partner meetings
- 5–10 current prospects added to CRM
- 100% CRM update of daily activities
- Continuous WhatsApp/LinkedIn outreach to relevant prospects

Monthly KPIsKPITargetNew prospects contacted500+Meetings conducted60–80New channel partners onboarded15–20Qualified loan enquiries20–30Loan files generated10–15Active partners10+Partner follow-ups100%CRM updating100%

Targets can be modified after the first 60–90 days based on actual conversion data.

Ideal Candidate

We are looking for someone who is:

- Highly energetic and self-driven.
- Comfortable with field sales and travelling.
- Excellent at communication and relationship building.




- Persistent with follow-ups.
- Comfortable making a large number of calls every day.
- Target-oriented and commercially minded.
- Able to independently manage a territory/network.
- Comfortable using WhatsApp, Excel/Google Sheets and CRM software.

Preferred Background

Candidates with experience in any of the following sectors will be preferred:

- Banking / NBFC
- Loan DSA
- Financial services
- Insurance
- Mutual funds
- Real estate
- B2B sales
- CA/Tax consultancy relationship management
- Channel partner acquisition

Qualification

Minimum: Graduate in any discipline.

MBA/PGDM in Sales & Marketing or relevant financial-services experience will be an advantage.

Compensation

Salary: ₹25,000–₹40,000 per month depending on experience and capability.

In addition to fixed salary, the candidate will be eligible for performance-based incentives linked to:

- New partner acquisition
- Qualified leads
- Files generated
- Successful disbursements
- Revenue generated through the partner network

Career Growth

A successful candidate can grow into:

BDO → Senior BDO → BDM – Channel Partners → Regional Channel Partner Manager

What Success Looks Like

The objective is not simply to make calls.

The BDO should gradually build a large, active and recurring referral network for Smartfin, so that the company receives a predictable flow of MSME loan enquiries without depending entirely on the Business Head's personal networking.

Important Hiring Note

We are looking for a hunter, not an office-based telecaller.

The ideal candidate should be comfortable with:

Call → Meeting → Relationship → Onboarding → Follow-up → Referral → File → Disbursement

The person will be measured primarily on productive meetings, active partners and business generated, rather than merely the number of calls made.

Pay: ₹10,000.00 - ₹30,000.00 per month

Work Location: In person

📌 Sales Assistant (India)
🏢 Smartfin Corporate Advisors
📍 India