Role Overview:
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 new 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
- Positive 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
📌 Business Development Executive (BDE) (India)
🏢 Invest Value
📍 India
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