Relationship Manager – B2B Partner Acquisition & Business Development

Company: Wealth Infoline

Location: Mumbai

Department: B2B / Partner Business

Employment Type: Full-time

Salary: ₹35,000 – ₹50,000 per month + attractive performance-based incentives

About Wealth Infoline

Wealth Infoline is a financial services platform focused on enabling distributors, brokers, and business partners to offer a wide range of financial products to their customers, including Mutual Funds, Insurance, NPS and other investment products. We are looking for an energetic and result-oriented Relationship Manager – B2B Partner Acquisition & Business Development to expand our partner network across Mumbai and drive business through our empanelled partners.

Key Responsibilities

1. Partner Acquisition & Empanelment

* Identify and approach potential Mutual Fund Distributors, Insurance Advisors, Brokers, Financial Advisors, Wealth Managers and other financial intermediaries.

- Develop a strong pipeline of prospective B2B partners in Mumbai.
- Conduct meetings, presentations and product demonstrations to explain the Wealth Infoline platform and its business proposition.
- Manage the complete partner onboarding and empanelment process.
- Convert prospects into active Wealth Infoline business partners.

2. Partner Activation & Business Generation

* Ensure newly empanelled partners become active on the Wealth Infoline platform.

- Drive transactions and revenue generation through the partner network.
- Understand each partner's business requirements and identify opportunities to increase their business through Wealth Infoline.
- Regularly follow up with partners to generate Mutual Fund and Insurance business.




- Cross-sell relevant products and services wherever appropriate.

3. Relationship Management

* Build and maintain strong, long-term relationships with existing partners.
- Act as the primary point of contact for partners for business-related requirements.
- Conduct regular partner meetings and business reviews.
- Coordinate with internal teams to resolve operational, product and technology-related issues.
- Keep partners updated about new products, features and business opportunities.

4. Sales & Revenue Responsibility

* Achieve monthly and quarterly partner acquisition, activation and revenue targets.

- Develop and execute a partner acquisition plan for Mumbai.
- Track partner productivity and identify inactive or low-performing partners.
- Generate recurring business from the existing partner network.
- Maintain accurate records of leads, prospects, empanelments, transactions and revenue.

Candidate Profile

* Graduate/MBA or equivalent qualification.
- 2–5 years of experience in B2B sales, financial services, wealth management, mutual funds, insurance, broking or fintech.
- Experience in partner/distributor acquisition will be preferred.
- Good understanding of Mutual Funds and/or Insurance distribution.
- Comfortable meeting clients and partners across Mumbai.
- Strong communication, presentation and negotiation skills.




- Target-oriented and comfortable working in a performance-driven environment.
- Strong relationship-building and follow-up skills.
- Proficiency in MS Office/Excel and CRM tools will be an advantage.

Preferred Industry Experience

Candidates with experience in:
- Mutual Fund Distribution Companies
- AMCs / Mutual Fund Industry
- Insurance Companies / Insurance Brokers
- Stock Broking Companies
- Wealth Management Firms
- Fintech Companies
- B2B Financial Services Platforms
- Banks / NBFCs
- MFD / IFA Networks will be preferred.

Key Performance Indicators (KPIs)

The candidate will primarily be measured on:
- Number of new partners empanelled
- Number of newly empanelled partners activated
- Monthly transaction/business volume generated
- Revenue generated from the partner network
- Number of productive partners
- Partner retention and engagement
- Achievement of monthly and quarterly business targets
- New partner acquisition
- Partner activation
- Business volume
- Revenue generation The role offers strong earning potential for candidates who consistently achieve business targets.

Career Growth

Based on performance, the candidate can progress into roles such as: Senior Relationship Manager → B2B Business Manager → City Business Head

Why Join Wealth Infoline?

* Opportunity to build and manage a large B2B partner network.

- Exposure to the Mutual Fund, Insurance and broader financial services ecosystem.
- Performance-linked earning opportunity.
- Chance to work with a growing digital financial services platform.
- Career growth based on business performance and partner network development.

Pay: ₹30,000.00 - ₹60,000.00 per month

Work Location: In person

📌 Relationship ManagerB (Pune)
🏢 wealth Infoline
📍 Pune