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Channel Sales Role - BFSI (2-6 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Review Criteria:Mandatory:- Strong Channel Sales/Strategic Partnerships Profile- Mandatory (Experience 1) - Must have 2 years of experience in Channel Sales or Strategic Partnerships within Wealth Management, AMC, Fintech, Insurance, or investment distribution- Mandatory (Partner Acquisition)-Must have proven experience acquiring and onboarding partners such as CAs, Wealth Managers, IFAs, Family Offices, or financial intermediaries- Mandatory (Pitch & Closure) - Must have strong experience in presenting investment/financial products, handling commercial discussions, and closing partnership agreements- Mandatory (Channel Management) - Must have experience in managing and growing partner relationships, enabling them with product knowledge, and driving repeat business- Mandatory (Revenue Ownership)-Must have owned revenue or AUM targets and managed pipelines to achieve monthly/quarterly goals- Mandatory (Financial Understanding)-Must have working knowledge of investment products such as AIFs, VC funds, unlisted equity, or similar financial instruments- Mandatory (Networking)-Strong ability to build relationships with senior finance professionals and decision-makers- Mandatory (Note) - This is a complete IC rolePreferred:- Preferred (Network)-Existing relationships with IFAs, CAs, and wealth distributors in Tier-1 cities- Preferred (Education)-MBA (Marketing/Finance) or CA/CFA is a plus, but not mandatory for strong sales performersJob-Specific Criteria:- CV Attachment is mandatory- Do you have any previous experience in channel/strategic partnership/sales with any fintech companies/institutions? If yes, please share details.- Do you have experience onboarding partners (IFA, Family offices, financial intermediaries)?- Are you comfortable working 6 days from the Mumbai office?Role & Responsibilities:Bizdateup is seeking a high-impact manager of strategic alliances to lead our venture partner program. In this role, you will own the Channel Sales function. Your primary objective is to build and scale a network of financial intermediaries-Chartered Accountants, Wealth Managers, Family Offices, and Independent Financial Advisors (IFAs)-who will distribute Bizdateup s investment opportunities to their clients.You are not just selling a product; you are building a revenue engine. You will identify, onboard, and manage partners to drive sustainable Assets Under Management (AUM) growth.Key Responsibilities:Partner Acquisition (The Build Phase):- Identify & Prospect: Map out and target high-potential financial intermediaries (CAs, wealth managers, boutique investment firms) across India.- Pitch & Close: Conduct high-level presentations to articulate the value of adding startup/VC asset classes to their client portfolios.- Commercial Negotiation: Structure partnership agreements, including revenue-sharing models, referral fees, and SLAs, ensuring mutual profitability.Channel Management & Enablement (The Scale Phase):- Onboarding: Drive the end-to-end onboarding process for new partners, ensuring they understand the Bizdateup platform and compliance requirements.- Training: Regularly train partners on new investment mandates, due diligence reports, and market trends so they can confidently pitch to their HNI/UHNI clients.- Relationship Farming: Maintain active relationships with key partners to ensure top-of-mind recall and drive recurring business.Revenue & AUM Growth:- Pipeline Management: Manage the flow of capital coming through partners. Ensure monthly and quarterly AUM targets are met.- Investor Onboarding: Oversee the smooth transition of referred investors from the partner to the Bizdateup platform.- Activation: Develop strategies to reactivate dormant partners and incentivize high-performing ones.Salary: 11.00-14.00 LPA (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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