Partner Relationship Manager – Insurance & Mutual Funds

Company: Angel One

Location: Delhi / Chandigarh/ Lucknow/ Jaipur

Experience: 1–3 Years

Employment Type: Full-Time, Permanent

Department: Sales & Business Development

About Angel One

Angel One is one of India’s leading fintech platforms, serving millions of customers across investing, trading, wealth creation, and credit. With a strong focus on technology, accessibility, and customer experience, Angel One is building straightforward and seamless financial solutions for the evolving needs of Indian investors.

About the Role

We are looking for a Partner Relationship Manager – Insurance & Mutual Funds to manage and grow relationships with Mutual Fund Distributors (MFDs). The role will focus on partner acquisition, onboarding, activation, and driving business through Mutual Fund products, along with cross-selling Insurance solutions to the existing partner base.

The ideal candidate should have experience in tele-sales / partner relationship management within Mutual Funds, Insurance, BFSI, or related financial products and should be comfortable with outbound calling and business development.

Key Responsibilities

Conduct outbound calls to prospective Mutual Fund Distributors (MFDs) and introduce Angel One’s Mutual Fund products and services.

Identify and acquire new MFDs through lead lists, databases, referrals, and other business development channels.

Drive partner onboarding, including KYC completion and activation.

Achieve defined business targets through MFDs, including:

o Partner activation o SIP business o Lumpsum investments o Overall Mutual Fund business generation

Explain Mutual Fund products, features, benefits, investment options, and associated risks to MFDs.

Understand partner requirements and provide relevant product information and support.

Handle partner objections related to products, fees, risks, processes, and investment options with accurate and transparent information.

Build and maintain strong, long-term relationships with MFD partners.





Provide ongoing support to partners and keep them updated on relevant product, market, and business developments.

Track partner performance and identify opportunities to increase business productivity and engagement.

Cross-sell Insurance products to the existing MFD/partner base and contribute to Insurance business growth.

Maintain regular follow-ups with prospective and existing partners to drive conversions and business outcomes.

Ensure adherence to company processes, regulatory guidelines, and compliance requirements.

Required Skills & Qualifications

Graduate in any discipline.

1–3 years of experience in Tele-Sales, Relationship Management, Business Development, or Partner Management.

Experience in Mutual Funds, Insurance, BFSI, FinTech, or related financial products is preferred.

Strong outbound calling and lead-conversion skills.

Good communication and interpersonal skills.

Ability to handle objections and build trust with partners.

Target-oriented with a strong focus on business achievement.

Good understanding of Mutual Funds and/or Insurance products.

Comfortable working in a fast-paced, target-driven environment.

Preferred Qualification

NISM Series V / NISM Series VIII certification will be an advantage.

Prior experience working with MFDs / Mutual Fund Distributors will be preferred.

Key Performance Areas

New MFD acquisition

MFD onboarding and KYC completion

Partner activation

SIP & Lumpsum business generation

Partner engagement and retention

Insurance cross-selling

Achievement of monthly/quarterly business targets

What We Offer

Opportunity to work with a leading fintech and financial services platform.

Exposure to Mutual Funds, Insurance, and wealth-creation products.

Performance-driven and growth-oriented work environment.

Prospect to build expertise in partner management and financial services.

Diversity & Inclusion

Angel One is an equal opportunity employer and welcomes individuals from diverse backgrounds. We believe that diverse experiences and perspectives help us build stronger teams and better financial experiences for our customers.

📌 Partner Relationship Manager- Delhi, Chandigarh, Lucknow, Jaipur
🏢 Naukri e-Hire
📍 Chandigarh