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.
Current 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.
Valuable 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