The candidate is responsible for identifying and generating partner leads, converting them through outbound calling, onboarding them onto the platform, and driving revenue by cross-
selling wealth products such as Insurance, Mutual Funds (MF), and PMS. The role combines sales, relationship management, and partner servicing.
Key Responsibilities:
- Call on existing database and generate recent partner leads
- Convert leads into partners through calls and follow-ups
- Onboard partners (KYC, documentation, platform registration)
- Activate partners and ensure they start business
- Maintain relationship and provide ongoing support
- Cross-sell products: Insurance, Mutual Funds (MF), PMS
- Drive revenue through partner network
- Maintain data and update call / partner status
- Coordinate with internal teams for onboarding and issue resolution
Skills Required & Experience:
- Minimum 2+ years of relevant experience
- Good communication and convincing skills
- Sales and target-oriented approach
- Ability to handle objections and close deals
- Basic knowledge of financial products (preferred)
Role: OtherIndustry Type: Accounting / AuditingDepartment: OtherEmployment Type: Full Time, PermanentRole Category: OtherEducationUG: Any GraduateKey SkillsSkills highlighted with ‘‘ are preferred keyskills Pay: From ₹300,000.00 per year
Benefits
- Provident Fund
Work Location: In person
📌 Partner Activation Executive (Gurugram)
🏢 Invest Value
📍 Gurugram
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