- Manage and strengthen relationships with existing Sub-Brokers, Authorised Persons, Channel Partners and Intermediaries.

- Identify opportunities for cross-selling and upselling financial products.

- Understand partner business, client base and product gaps and develop plans to increase business.

- Conduct regular partner meetings, product presentations, training and business reviews.

- Promote products such as Mutual Funds, Equity, Insurance, Bonds, PMS, AIF, NPS, Loans, ETFs and other financial products.

- Coordinate with internal Product, Operations, Compliance, Technology and Service teams for smooth execution.

- Track leads, conversions, revenue, assets and product-wise performance.

- Reactivate dormant/underperforming partners and resolve partner-related issues.

- Maintain CRM records and prepare regular sales reports and forecasts.

- Ensure all business activities comply with applicable regulatory and company requirements.

- Conduct field visits and develop recent business opportunities within the existing partner network.

Key Performance Indicators

- Business and revenue generated through existing partners.

- Cross-selling and product penetration.

- New products activated by partners.

- Growth in assets,



accounts and transactions.

- Partner activation and reactivation.

- Achievement of monthly/annual targets.

- Partner retention and relationship quality.

Candidate Profile

- Graduate in any discipline; Finance/Marketing qualification preferred.

- 2–5 years of experience in channel sales, business development or relationship management.

- Experience in stock broking, mutual funds, wealth management, insurance, banking or fintech preferred.

- Experience handling Sub-Brokers, APs, IFAs or financial intermediaries will be an advantage.

- Strong communication, negotiation and relationship-management skills.

- Good understanding of financial markets and investment products.

- Willingness to travel and conduct field visits.

- Good knowledge of MS Excel, PowerPoint and CRM.

- Target-oriented, self-motivated and commercially driven.

Pay: ₹25,000.00 - ₹30,000.00 per month

Application Question(s)

- This role involves regular outdoor meetings and visits to Sub-Brokers, Channel Partners and clients. Are you comfortable with travelling regularly and working in a field/outdoor role?

Work Location: In person

📌 Business Development Executive – Financial Services (Mumbai)
🏢 Sykes and Rays Equities (I
📍 Mumbai