Relationship Specialist - Onboarding

Keka Inc.; Chennai District; On-site; INR 500,000 - 800,000; Full time

Job summary

AssetPlus, one of India's fastest-growing digital wealth platforms, is seeking a Relationship Specialist to grow our partner network and advocate the AssetPlus brand. You will empower Mutual Fund Distributors (MFDs) and financial advisors to scale their wealth management businesses using our platform in a fast-paced B2B sales environment.

The role emphasizes onboarding, activation, product demonstrations, strategic engagement, and collaboration with internal teams to drive onboarding targets and

Qualifications

• 2–3 years of proven success in sales, business development, or partner relationship management.
• Solid understanding of Mutual Funds and wealth management solutions.
• Strong verbal and written communication skills, with fluent Hindi.
• Target-oriented mindset with high conversion drive.

Responsibilities

• Identify, engage, and onboard prospective MFDs, guiding discovery calls and demos through activation.
• Deliver platform demonstrations showing features and value propositions for partners.
• Cultivate value-driven relationships aligned with partners' growth objectives.
• Monitor funnels, partner activity and growth metrics to meet onboarding targets.
• Collaborate with internal teams to support campaigns, webinars, and partner initiatives.

Skills

Sales

Business development

Partner relationship management

Communication skills

Tools

CRM platforms

SaaS products

Job description

AssetPlus is one of India's fastest-growing digital wealth management platforms. We empower Mutual Fund Distributors (MFDs) and financial advisors with a robust, end-to-end digital infrastructure. Our platform enables advisors to seamlessly onboard clients, execute transactions across mutual funds, insurance, and the National Pension System (NPS), and efficiently manage portfolios—fully integrated with every major Asset Management Company (AMC) in India.

ONBOARDING AT ASSETPLUS

As the primary touchpoint for our partners, the Onboarding team represents the face of AssetPlus. The team is dedicated to instilling confidence in Mutual Fund Distributors (MFDs) and guiding them through an effortless digital onboarding experience.

ROLE OVERVIEW

As a Relationship Specialist, you will serve as a growth catalyst for our partner network and a key ambassador for the AssetPlus brand. You will play a vital role in empowering Mutual Fund Distributors (MFDs) and financial advisors to scale their wealth management businesses using our digital platform. This position is ideal for a driven professional who thrives in a fast-paced environment and is passionate about B2B sales, consultative solution selling, and building long-term partner relationships.

KEY RESPONSIBILITIES

Partner Onboarding & Activation

• Identify, engage, and onboard prospective MFDs, guiding them through discovery calls, product demonstrations, and a streamlined activation process.

Product Demonstration

• Deliver compelling platform demonstrations showcasing key features, workflows, and value propositions tailored to prospective partners and financial advisors.

Strategic Engagement

• Cultivate strong, value-driven relationships aligned with partners' growth objectives, ensuring they effectively capitalize on the AssetPlus platform.

Business Growth

• Monitor conversion funnels, partner activity, and key growth metrics to consistently meet and exceed onboarding and activation targets.

Cross-Functional Support

• Collaborate with internal teams to deliver a top-tier partner experience, resolve inquiries promptly, and support sales campaigns, webinars, and partner initiatives.

WHAT WE ARE LOOKING FOR

Basic Qualifications:

• 2–3 years of proven success in sales, business development, or partner relationship management.
• Solid understanding of Mutual Funds and wealth management solutions.
• Strong verbal and written communication skills, with mandatory fluency in spoken Hindi.
• Target-oriented mindset with high conversion drive, capable of leading impactful discovery sessions and product walkthroughs.

Preferred Qualifications:

• Prior experience in FinTech, Wealth Management, Financial Services, Broking, or Asset Management.
• AMFI / NISM certification.
• Familiarity with digital wealth platforms, CRM platforms, and SaaS products.