We are looking for aggressive B2B sales professionals to onboard CAs, IFAs, Insurance Agents & MF Distributors on our fintech SaaS platform and drive paid subscriptions and product adoption.
Key Responsibilities
• Acquire and onboard CAs, IFAs, Insurance Agents & MF Distributors.
• Sell SaaS subscription plans and achieve monthly Activation & revenue targets.
• Build local partner network & referrals.
• Drive demos, conversions, renewals & usage.
• Maintain pipeline discipline.
• Conduct partner training & activation sessions.
• Work with marketing for local events/webinars.
• Develop relationships with large IFA networks, MFD associations,
CA communities, and MF distributors to unlock scale.
• Report daily activity & revenue metrics.
Must Have Skills & Qualification
• Bachelor’s degree in business, Marketing, Finance, Commerce or related field Preferred.
• Min. 2–5 years’ experience in B2B / Distribution / Fintech / Insurance / MF sales.
• Experience in selling to Channel Partners, Distribution partners, Financial Advisors, intermediaries.
• Strong field sales + demo skills.
• Comfortable with target & Growth-Focused Sales Culture.
• Basic fintech product knowledge
Positive to Have
• AMFI / IRDA / NISM certification.
• Experience in SaaS or subscription sales.
• Existing network of IFAs / CA’s.