07 Nov
|
Retentia technology private
|
Ahmedabad
07 Nov
Retentia technology private
Ahmedabad
Role: Your Impact and Ownership
- Drive B2B growth by acquiring mutual fund distributors, independent advisers, banks, and wealth firms.
- Build partnerships, demonstrate the platform, and establish scalable distribution channels.
Key Responsibilities at this Role
- Acquire distributors, advisers, banks, and wealth-management firms.
- Build a qualified B2B sales pipeline and close partnerships.
- Demonstrate platform capabilities and communicate product value.
- Develop relationships with key financial services decision-makers.
- Identify new markets and distribution opportunities.
- Capture market feedback for product and business improvements.
Skill: The Expertise RequiredMust-Haves for this Role
- Experience: 7-10 years in B2B sales, preferably in fintech, wealth management, financial services
- Solid MFD/IFA/wealth-management exposure with a good understanding of the Indian mutual fund and wealth ecosystem.
- Existing network across Gujarat-based MFDs, IFAs, wealth firms or financial institutions
- Proven consultative sales experience, including product demos, relationship building, negotiations, and closing.
- Strong 0→1 business development capability — able to open new accounts, build partnerships, and independently drive the sales cycle.
Extra Information
- Experience with wealth-tech products or investment platforms is preferred.
- Ability to engage distributors, advisers, banks, and institutional stakeholders.
- Comfortable building sales processes in an early-stage environment.
- Willingness to relocate to GIFT City, Gujarat.
Job Type: Full-time Pay: ₹160,000.00 - ₹200,000.00 per month
Application Question(s)
- Can you describe your 7–10 years of B2B sales experience, particularly in fintech, wealth management, financial services or investment-related platforms?
- Have you independently acquired and managed relationships with mutual fund distributors (MFDs), independent financial advisors (IFAs), wealth managers, banks or financial institutions? Please share the scale of your network.
- How familiar are you with mutual fund distribution, wealth management platforms, investment products and the financial advisory ecosystem?
- Can you explain how you identify, approach and convert potential institutional or channel partners into active business accounts?
- Have you built partnerships with distributors, wealth firms, banks or financial intermediaries from scratch? What was your approach and the outcome?
- Describe a complex B2B sales deal where you used product demonstrations, stakeholder discussions and negotiations to convert a prospective client.
- What were your annual sales targets in your previous roles, how much business did you generate, and what percentage of your targets did you achieve?
- How would you identify and penetrate new markets for a wealth-tech platform targeting mutual fund distributors and financial advisors?
- Have you independently handled the complete sales cycle, from prospect identification and lead generation to product demonstrations, negotiations, closures and onboarding?
- Are you currently based in Ahmedabad or willing to relocate? Do you have established professional connections across Gujarat's MFD, IFA, wealth management or financial services ecosystem?
Location:
- Ahmedabad, Gujarat (Required)
Work Location: In person
📌 B Sales Manager (Ahmedabad)
🏢 Retentia technology private
📍 Ahmedabad