Relationship Manager / Area Manager - B2B Investments (Channel Sales)

Duobridge; Kolkata District; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

DuoBridge in India seeks a high-energy Relationship Manager to drive investments into its P2P lending product by expanding the B2B channel and empanelling MFDs, IFAs, and other distributors.

You will onboard partners, educate them on products, and help achieve aggressive sales targets while ensuring regulatory compliance and strong partner relationships.

Qualifications

• Minimum 3+ years of B2B sales experience in financial services.
• Direct experience with AMC/Mutual Funds, Broking, or NBFCs in the channel partner model.
• Established network of MFDs/IFAs in the designated city/territory.
• Strong communication, relationship-building, and negotiation skills.

Responsibilities

• Acquire & Onboard: Identify, recruit, and empanel a high-potential network of new financial channel partners (MFDs, IFAs, brokers, sub-brokers) to distribute the P2P investment product.
• Achieve Investment Targets: Consistently hit aggressive monthly and quarterly sales/investment targets from the empanelled channel network.
• Drive Product Penetration: Increase the adoption and total investment volume of the P2P product within the distributor base, establishing it as a core offering.
• Be a Brand Ambassador: Build and maintain strong, long-term relationships with channel partners, providing product education, training, and sales support to maximize their success.
• Ensure Compliance: Act as the primary liaison, assisting partners with onboarding, documentation, and transaction processes while ensuring regulatory guidelines.
• Monitor Market Insights: Understand RBI/NBFC framework and monitor competitor activity to position and sell the product.

Skills

B2B Sales

Mutual Funds

Channel Partners

Sales Negotiation

Financial Services

Job description

About The Client

Our client is one of India's largest and fastest-growing P2P lending platforms, redefining how millions of people build wealth through alternative financial products. As an RBI-registered NBFC-P2P, the company has facilitated over ₹17,000 crore in verified lending and earned the trust of more than 3 crore users.

The client is a profitable fintech company focused on sustainable growth and innovation. Its achievements include being featured in Forbes Select 200 Companies, receiving the Best Peer-to-Peer Lending Platform award from Economic Times Finnext, and being honoured with the Best Fintech Product of the Year by BW Businessworld. With a decade of innovation, a digital-first approach, and a mission centred on financial inclusion, the company has also been Great Place To Work® certified for four consecutive years, reflecting its commitment to building a strong workplace culture.

The client offers an opportunity to be part of a growing fintech organisation that is shaping the future of wealth creation in India.

Quick Summary

This critical role is centered on driving investments into the company's Peer-to-Peer (P2P) lending product, positioning it as a high-growth alternate asset class. As an individual contributor, you will immediately focus on aggressively expanding our B2B channel by empaneling and managing Mutual Fund Distributors (MFDs), IFAs, and other key financial partners. This role is vital for achieving our investment targets and increasing the market penetration of our innovative P2P product.

Your Role

• Acquire & Onboard: Identify, recruit, and successfully empanel a high-potential network of new financial channel partners (MFDs, IFAs, brokers, sub-brokers) to distribute the P2P investment product.
• Achieve Investment Targets: Consistently hit aggressive monthly and quarterly sales/investment targets (e.g., lumpsum and SIP/PTP) from the empanelled channel network.
• Drive Product Penetration: Increase the adoption and total investment volume of the P2P product within the distributor base, establishing it as a core offering.
• Be a Brand Ambassador: Build and maintain strong, long-term relationships with channel partners, providing product education, training, and sales support to maximize their success.
• Ensure Compliance: Act as the primary liaison, assisting partners with smooth onboarding, documentation, and transaction processes while ensuring all activities adhere to company and regulatory guidelines.
• Monitor Market Insights: Develop a deep understanding of the P2P lending regulatory framework (RBI/NBFC) and monitor competitor activity to effectively position and sell the product.

Must-Haves

• Experience: Minimum 3+ years of proven B2B sales experience in the financial services industry.
• Domain Expertise: Direct experience within Asset Management Companies (AMC)/Mutual Funds, Broking/Securities Firms, or other NBFCs, specifically focusing on the channel partner (MFD/IFA) model.
• Network: An established, active, and current network of financial channel partners (MFDs/IFAs) in the designated city/territory is mandatory.
• Core Skills: Strong understanding of financial products, investment vehicles (Mutual Funds, SIPs, equity, bonds, PMS/AIF), coupled with excellent communication, relationship-building, and negotiation skills

Bonus: Good-to-Haves:

• Prior, direct knowledge and experience with the Peer-to-Peer (P2P) lending model.
• An MBA in Finance/Marketing or a related advanced degree is preferred.
• Relevant financial certifications (e.g., NISM).
• Demonstrated behavioral competencies: Self-motivated, goal-oriented, and confident in handling aggressive sales and recruitment targets.

Career Progression

• Growth Trajectory: The successful Relationship Manager / Area Manager is on track to advance to a senior leadership role, such as a Regional or Zonal Head , within the B2B Channel Sales division, based on consistent over-achievement of investment targets and effective management of a large channel network.
• Skill Development: This path will require demonstrated mastery in scaling a channel partner ecosystem, cross-geography team leadership, and strategic market development.

Skills: wealth management,bfsi,equity,individual financial advisor,investments,sip,peer-to-peer,nbfc,sales,channel partners,mutual funds,mutual fund distribution,b2b,fintech,capital markets,recruiting agent