Agency Coordinator

Primeidea; Vadodara; On-site; INR 400,000 - 600,000; Full time

Benefits offered by this job

Health insurance

Professional development allowances

Performance-linked bonuses

Job summary

Primeidea is seeking an Agency Coordinator to join our B2B team in Vadodara, India. In this role, you will serve as the primary point of contact for financial advisers, facilitate training sessions, and spearhead new adviser recruitment. The ideal candidate will have 1–3 years of experience in B2B coordination or sales support within the financial services sector, along with excellent communication and organizational skills. We offer attractive performance-linked bonuses, health insurance, and a supportive work environment.

Qualifications

• 1–3 years in B2B coordination, recruitment, or sales support—preferably within financial services.
• Excellent verbal and written skills in English and Gujarati.
• Proven ability to juggle multiple stakeholders and manage events.

Responsibilities

• Serve as primary point of contact for network of advisers.
• Schedule and facilitate catch-ups, training sessions, and performance reviews.
• Monitor adviser KPIs and ensure compliance with quality standards.

Skills

Communication

Organizational Skills

Interpersonal Skills

Knowledge of financial products

Familiarity with CRMs

Tools

Zoho

Salesforce

MS Office

Virtual meeting platforms

Job description

Join PrimeIdea Ventures and take your career to new heights. We offer the support and resources you need to succeed. Let’s grow together.

PrimeIdea Ventures is seeking a dynamic Agency Coordinator to join our B2B team. In this hands‑on role, you will be the bridge between our existing financial advisers and internal sales & business‑development functions, while also spearheading the recruitment of new advisers.

Key Responsibilities

• Serve as primary point of contact for our network of advisers
• Schedule and facilitate regular catch‑ups, training sessions, and performance reviews
• Monitor adviser KPIs and ensure compliance with PrimeIdea’s quality standards

New Adviser Recruitment

• Identify, approach, and onboard high‑potential candidates for distribution of our financial products (Mutual Fund Schemes, Direct Equity Stocks, Portfolio Management Services, ETFs, SIPs, NPS, ULIPs, etc.)
• Conduct initial screening, interviews, and induction programs
• Collaborate on referral programs and campus drives to build a robust adviser pipeline

Sales & Business Development Support

• Work closely with the internal BD team to prepare pitch‑decks, marketing materials, and product briefs
• Coordinate lead‑generation campaigns and follow up on B2B prospects
• Track campaign performance and generate weekly/monthly reports

Operational Excellence

• Maintain CRM records for all adviser and prospect interactions
• Ensure smooth execution of incentive payouts and compliance documentation
• Liaise with compliance, operations, and finance teams to resolve any adviser‑related issues

Candidate Profile

• Experience: 1–3 years in B2B coordination, recruitment, or sales support—preferably within financial services
• Communication: Excellent verbal and written skills in English and Gujarati.
• Organizational Skills: Proven ability to juggle multiple stakeholders, meet deadlines, and manage events/training programs
• Interpersonal Skills: High emotional intelligence, strong relationship‑building aptitude, and a proactive “get‑things‑done” attitude
• Knowledge: Familiarity with financial products—Mutual Funds (ELSS, Hybrid, Multi‑Asset), Direct Equity, PMS, ETFs, Fixed Income Products, NPS, ULIPs, etc.
• Tools: Comfortable working with CRMs (e.g., Zoho, Salesforce), MS Office, and virtual meeting platforms
• Incentives: Attractive performance‑linked bonuses for recruitment milestones and adviser productivity. Additional incentives for team target achievement.
• Perks: Health insurance, professional development allowances, and a supportive, growth‑oriented work environment

If you’re passionate about the financial‑services industry, enjoy building relationships, and thrive in a fast‑paced B2B environment, we’d love to hear from you!

To apply, please submit your resume and a brief cover letter.

Our team will be in touch with you shortly.