Partner Activation Executive

Invest Value Fintech; Gurugram District; On-site; INR 400,000 - 600,000; Full time

Job summary

Invest Value Fintech is seeking a dynamic Partner Acquisition Executive to identify and generate partner leads, convert them through outbound calls, onboard them on the platform, and drive revenue by cross-selling wealth products such as Insurance, Mutual Funds and PMS.

The role blends sales, relationship management and partner servicing, requiring strong communication, objection handling, and a target-driven mindset to ensure partners start business and receive ongoing support.

Qualifications

• Minimum 1+ years of relevant experience.
• Good communication and convincing skills.
• Sales and target-oriented approach.
• Ability to handle objections and close deals.
• Basic knowledge of financial products (preferred).

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

Lead generation

Sales

Communication skills

Objection handling

Closing deals

Job description

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 1+ years of relevant experience
• Good communication and convincing skills
• Sales and target-oriented approach
• Ability to handle objections and close deals
• Basic knowledge of financial products (preferred)Role & responsibilities