B2B Wealth Sales

Company Description

Shuru Up is a wealth-tech platform democratising access to India’s private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops, compliance and white-glove servicing. Fast-moving, product-led and operator-focused — we’re building the rails for private-markets distribution in India.

Role Description

Wealth B2B Channel Sales

• Build & scale a high-quality pipeline of B2B partners and convert them into active revenue channels.
• Run partner outreach — meetings, demos, roadshows and localized engagement — to close partnerships.
• Design and execute partner enablement: playbooks, sales collateral, quick reference guides, certification webinars and FCR support.
• Coordinate end-to-end with Ops, Compliance, Product and IR to ensure smooth onboarding and first transactions.
• Drive partner growth via incentive campaigns, co-sell, runbacks and channel marketing.
• Track partner KPIs, produce weekly/monthly partner MIS, and surface market intelligence and competitive insights to Product & Growth.
• Represent Shuru Up at industry events and manage regional relationships with high ownership.

Qualifications

• 3–7 years in channel sales/distribution within wealth management, AMCs, broking, wealth-tech or private markets.
• Proven network or demonstrable ability to build relationships with IFAs, wealth managers, family offices, or distributor clusters.
• Track record of closing partnerships, driving partner-led transactions, and meeting/exceeding KPIs.
• Strong communicator and presenter; confident with senior advisors/CXOs.
• Data-driven approach: comfortable with partner MIS, conversion funnels and simple dashboards.
• Collaborative: experience working with Ops/Compliance/Product to operationalize partner flows.
• Willingness to travel for partner meetings and events. Immediate joiners preferred.