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
- Valuable 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: Other

Education

UG: Any Graduate

Pay: ₹300,000.00 - ₹400,000.00 per year

Work Location: In person

📌 Business Development Associate (Gurugram)
🏢 Invest Value
📍 Gurugram