Sales Consultant — B2B

Zigsaw; Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Benefits offered by this job

Performance bonus

Salary review

Job summary

Zigsaw in Mumbai is seeking three B2B Sales Consultants to build and own our partner ecosystem in one of India's most active wealth management markets. This role requires field engagement, relationship-building with senior professionals, and a consistent deal-flow through strong networks.

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

Qualifications

• 2–4 years of B2B financial services sales experience with wealth partners.
• Strong Mumbai wealth ecosystem network.
• Experience with PMS, AIF, pre-IPO products preferred.
• Excellent communication with senior wealth professionals.

Responsibilities

• Identify and map prospective B2B partners across Mumbai.
• Initiate outreach via calls, emails, LinkedIn, and meetings.
• Present platform, product suite, and partnership model.
• Onboard partners through documentation and compliance.
• Deliver product training and market updates to partners.
• Manage partner relationships and resolve escalations.
• Track activity, pipeline health, and revenue in CRM.
• Collaborate with senior leadership to expand Mumbai partner base.

Skills

B2B sales

Relationship management

CRM tools

Lead generation

Tools

CRM platforms

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