Area Manager – Channel Sales (MFD/IFA Network) | B2B Investments

Expertrons Delhi; Nashik District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Expertrons Delhi is hiring an Area Manager/Relationship Manager to drive investments into a P2P lending product. The role focuses on expanding the B2B channel by empanelling MFDs, IFAs, brokers, and other financial channel partners, reporting to the Regional/Zonal Head.

Open locations include Kolkata, Guwahati, Jabalpur, Gwalior, and Gurgaon, with travel across the network. The candidate should have a hunter-style channel sales background, a track record of meeting aggressive investment targets,

Qualifications

• Minimum 3 years of B2B sales experience in financial services.
• Direct experience with AMCs/Mutual Funds, Broking/Securities firms, or NBFCs, specifically in the channel partner (MFD/IFA) model.
• An established, active network of MFDs/IFAs in the candidate's city/territory (mandatory).
• Strong understanding of Mutual Funds, SIPs, equity, bonds, and PMS/AIF.
• Preferred: prior exposure to the P2P lending model, MBA in Finance/Marketing, NISM certification.

Responsibilities

• Identify, recruit, and empanel a high-potential network of new channel partners (MFDs, IFAs, brokers, sub-brokers) to distribute the P2P investment product.
• Achieve monthly and quarterly investment targets, including lumpsum and SIP/PTP, from the empanelled channel network.
• Drive product penetration and total investment volume within the distributor base, establishing P2P as a core offering.
• Build long-term relationships with channel partners through product education, training, and ongoing sales support.
• Act as the primary liaison for partner onboarding, documentation, and transaction processes, ensuring adherence to company and regulatory guidelines.
• Track the P2P lending regulatory framework (RBI/NBFC) and competitor activity to position the product effectively.

Skills

B2B sales in financial services

Mutual Funds/SIPs/Eq/Bonds/PMS/AIF

Established MFD/IFA network

MBA in Finance/Marketing

NISM certification

Education

MBA in Finance/Marketing

NISM certification

Job description

Role Overview

We are hiring an Area Manager / Relationship Manager to drive investments into a Peer-to-Peer (P2P) lending product, positioned as a high-growth alternate asset class, for a profitable, RBI-registered NBFC-P2P platform. This is an individual contributor role focused on expanding the B2B channel by empanelling and managing Mutual Fund Distributors (MFDs), IFAs, brokers, and other financial channel partners. The role reports to the Regional/Zonal Head and is open in Kolkata, Guwahati, Jabalpur, Gwalior, and Gurgaon.

Key Responsibilities

• Identify, recruit, and empanel a high-potential network of new channel partners (MFDs, IFAs, brokers, sub-brokers) to distribute the P2P investment product.
• Achieve monthly and quarterly investment targets, including lumpsum and SIP/PTP, from the empanelled channel network.
• Drive product penetration and total investment volume within the distributor base, establishing P2P as a core offering.
• Build long-term relationships with channel partners through product education, training, and ongoing sales support.
• Act as the primary liaison for partner onboarding, documentation, and transaction processes, ensuring adherence to company and regulatory guidelines.
• Track the P2P lending regulatory framework (RBI/NBFC) and competitor activity to position the product effectively.

Qualifications

• Minimum 3 years of B2B sales experience in financial services.
• Direct experience with AMCs/Mutual Funds, Broking/Securities firms, or NBFCs, specifically in the channel partner (MFD/IFA) model.
• An established, active network of MFDs/IFAs in the candidate's city/territory (mandatory).
• Strong understanding of Mutual Funds, SIPs, equity, bonds, and PMS/AIF.
• Preferred: prior exposure to the P2P lending model, MBA in Finance/Marketing, NISM certification.

Candidate Profile

A hunter-style channel sales professional who already has working relationships with local MFDs and IFAs and can activate them quickly. Comfortable with aggressive investment targets, frequent travel, and daily partner meetings. Self-motivated, goal-oriented, and a strong communicator and negotiator. The role offers a clear growth path to Regional/Zonal Head for consistent over-achievers.

Skills: mutual fund distribution,ifa,mfd channel sales,amc sales,independent financial advisor,ifa empanelment,channel sales development