Sales Consultant — B2B

Zigsaw; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Performance-based bonus

Salary review cycle

Job summary

Zigsaw, Mumbai-based, is hiring three B2B Sales Consultants to build and own the partner ecosystem in India's vibrant wealth management market.

You will identify, pitch, onboard and nurture distribution partners such as wealth management firms, IFAs, MFDs, sub-brokers, family offices, and corporate treasuries who will bring clients onto our platform.

Qualifications

• 2–4 years of experience in B2B financial services sales.
• Experience with wealth managers, IFAs, MFDs or distribution channels.
• Strong existing network in the Mumbai wealth ecosystem will be prioritized.
• Experience with unlisted shares, PMS, AIF, alt investments or pre-IPO products.
• Excellent relationship management and communication with senior wealth professionals.
• Self-motivated, target-driven with ability to build and manage a partner pipeline.
• Proficiency with CRM tools and structured reporting and follow-up disciplines.

Responsibilities

• Identify and map prospective B2B partners across Mumbai.
• Initiate outreach through calls, emails, LinkedIn and in-person meetings.
• Conduct pitches and presentations for prospective partners.
• Onboard new partners through documentation and compliance process.
• Deliver product training sessions and market updates to partner teams.
• Manage ongoing partner relationships and handle queries.
• Track partner activity and revenue in CRM; share weekly updates.
• Collaborate with senior leadership on expanding the partner base.

Skills

B2B sales

Wealth management

Relationship management

Communication skills

Self-motivated

Target-driven

Networking

Lead generation

Tools

CRM software

LinkedIn

Job description

• Performance Incentives: Bonus of up to 3 to 6 months of monthly salary, paid based on individual and company performance
• Review Cycle: Performance review at 6 months with potential for salary revision

About the role:

We are hiring three B2B Sales Consultants for our Mumbai office. This role is about building and owning the partner ecosystem in one of India's most active wealth management markets. You will be identifying, pitching, onboarding and nurturing distribution partners, including wealth management firms, IFAs, MFDs, sub-brokers, family offices and corporate treasury teams, who will bring their clients onto our platform.

This is not a desk job. It requires going out and meeting people, building trust with senior professionals, and consistently generating deal flow through strong relationships. If you already have a network in the Mumbai wealth ecosystem and know how to work with high-net-worth distribution partners, this role is directly built for you.

What You Will Do:

• Identify and map prospective B2B partners across Mumbai, including wealth management firms, IFAs, RIAs, sub-brokers, MFDs, corporate treasuries and family offices
• Initiate outreach through calls, emails, LinkedIn and in-person meetings to introduce our platform, product suite and partnership model
• Conduct structured pitches and presentations for prospective partners, explaining the commercial structure, the product range and the support provided to its distribution network
• Onboard new partners through the documentation and compliance process, coordinating with the back office to ensure a smooth and quick activation
• Deliver regular product training sessions and market updates to partner teams to keep them informed and actively selling
• Manage ongoing partner relationships, handle queries, resolve escalations and ensure deal flow remains consistent from each active partner
• Track partner activity, pipeline health and revenue contribution in the CRM and share weekly updates with the reporting manager
• Work closely with the senior leadership team on strategy for expanding the B2B partner base in Mumbai and surrounding markets

What We Are Looking For:

• Two to four years of experience in B2B financial services sales, with prior exposure to working with wealth managers, IFAs, MFDs or distribution channels in the investment products space
• A strong existing network in the Mumbai wealth and distribution ecosystem is a significant advantage and will be prioritized during shortlisting
• Experience with unlisted shares, PMS, AIF, alternative investments or pre-IPO products is highly preferred
• Excellent relationship management skills and the ability to communicate confidently with senior wealth professionals
• A self-motivated, target-driven approach with the ability to independently build and manage a partner pipeline
• Proficiency with CRM tools and comfort with structured reporting and follow-up disciplines