Job Description Sales Consultant – B2B
Location: Mumbai
Openings: 3
Experience: 2–4 Years
CTC: 4.0 LPA + Performance Incentives
Industry: Fintech / Financial Services / Wealth Management / Capital Markets
About the Company
We are a fast-growing fintech marketplace focused on pre-IPO and unlisted shares, helping wealth-management professionals and financial intermediaries access investment opportunities for their clients.
We work with Wealth Managers, Registered Investment Advisors (RIAs), Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Family Offices, Sub-Brokers and Institutional Partners across India.
As part of our continued expansion, we are strengthening our B2B distribution network and looking for professionals who can build and grow strong partner relationships.
About the Role
We are hiring three B2B Sales Consultants for our Mumbai office.
The role focuses on identifying, pitching, onboarding and managing B2B distribution partners, including Wealth Management Firms, IFAs, MFDs, Sub-Brokers, Family Offices and Corporate Treasury teams.
This is a field-oriented, relationship-driven sales role requiring regular meetings with partners, networking with senior financial professionals and generating consistent business through the partner ecosystem.
Candidates with an existing network in the Mumbai wealth management and financial distribution market will have a significant advantage.
Key Responsibilities
- Identify and map prospective B2B partners across Mumbai, including Wealth Management Firms, IFAs, RIAs, MFDs, Sub-Brokers, Corporate Treasuries and Family Offices.
- Generate and qualify new partner leads through market mapping, referrals and networking.
- Initiate outreach through calls, emails, LinkedIn and face-to-face meetings.
- Conduct structured presentations and pitches for prospective partners.
- Explain the product portfolio, commercial structure and partnership model to potential partners.
- Onboard new partners and coordinate documentation and compliance requirements with internal teams.
- Conduct regular product training sessions and market updates for partner teams.
- Build and maintain long-term relationships with distribution partners.
- Handle partner queries and coordinate resolution of operational or transaction-related escalations.
- Drive consistent deal flow and revenue contribution from active partners.
- Track partner activity, sales pipeline, follow-ups and revenue contribution through CRM.
- Prepare weekly sales and partner-development reports for management.
- Work closely with senior leadership on strategies to expand the B2B distribution network across Mumbai and surrounding markets.
- Consistently achieve partner acquisition, revenue and business-development targets.
Candidate Requirements
- 2–4 years of experience in B2B Sales / Channel Sales / Partner Sales within Financial Services.
- Prior experience working with Wealth Managers, IFAs, MFDs, RIAs, Sub-Brokers or other financial distribution channels.
- Existing network within the Mumbai wealth-management and financial-distribution ecosystem is strongly preferred.
- Experience selling or distributing products such as:
- Unlisted Shares
- Pre-IPO Investments
- PMS
- AIF
- Mutual Funds
- Alternative Investments
- Structured Products
- Equity/Capital Market Products
- Strong partner acquisition and channel-development capabilities.
- Excellent relationship-management and presentation skills.
- Ability to interact confidently with senior wealth-management professionals and business owners.
- Strong negotiation and consultative-selling skills.
- Self-motivated and target-driven with the ability to independently manage a sales pipeline.
- Comfortable with field sales and regular client/partner meetings.
- Working knowledge of CRM tools and structured sales reporting.
Educational Qualification
Graduate in any discipline, preferably:
- B.Com
- BBA / BBM
- BMS
- B.A. Economics
- B.Sc.
- Other relevant bachelor's degree
MBA/PGDM in Finance, Marketing or Sales is preferred but not mandatory.
Compensation & Benefits
- Fixed CTC: 4.0 Lakhs per annum
- Performance Incentives: Bonus of up to 3–6 months of monthly salary based on individual and company performance
- Performance Review: At 6 months with potential for salary revision