Role & responsibilities Strong data management skills, particularly in MS Office, MIS Knowledge of Mutual Funds will be added an advantage Preferred candidate profile B.com/M.com equivalent qualification https://www.nivesh .com

Job Outline: 1. Partner Support: Provide operational support to channel partners to ensure seamless transaction processing. Monitor the execution of partner transactions end-to-end, ensuring accuracy and compliance with internal protocols. 2. Sales & Partner Engagement: Regularly engage with channel partners to maintain a consistent and active business relationship. Drive partner activation and ensure achievement of the minimum business target as defined. Identify and capitalize on opportunities to increase transaction volumes from existing partners. Provide partners with ongoing updates, training, and support to enhance their performance and engagement. Preferred candidate profile Qualifications & Skills: Bachelors degree in Business, Marketing, or a related field (preferred) 0-1 years of experience in partner management, sales support, or operations Strong interpersonal and communication skills Ability to handle multiple tasks and resolve issues in a time-sensitive environment Having certification in NISM - Series V-A is mandatory

PRIMARY ROLE AND RESPONSIBILITIES • Channel Partner lead conversion, on-boarding and training • Act as Central RM for the Channel Partners and ensure seamless support and engagement • Engage the Channel Partners and drive regular business from them. • Explaining the transaction process of financial products to Channel Partners & helping them in the transaction, may require form filling as well • process. • Co-ordinating with internal and external stakeholders for query resolutions. REQUIRED SKILLS Bachelor's/Master's degree or any other equivalent qualifications, NISM V-A certification will be an added advantage. Should know about financial products, particularly Mutual Funds and fixed-income products.

About the job: Key responsibilities: 1. Provide operational support to channel partners to ensure seamless transaction processing 2. Monitor the execution of partner transactions end to end, ensuring accuracy and compliance with internal protocols 3. Act as the first point of contact for partner queries, ensuring prompt and accurate resolution 4. Collaborate with internal departments such as operations, IT, and product to coordinate smooth processing and issue resolution 5. Engage regularly with channel partners to maintain a consistent and active business relationship 6. Drive partner activation and ensure achievement of the minimum business target as defined 7. Identify and capitalize on opportunities to increase transaction volumes from existing partners 8. Provide partners with ongoing updates, training, and support to enhance their performance and engagement 9. Track partner performance metrics and proactively address underperformance or inactivity Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 /year Experience: 1 year(s) Deadline: 2025-06-22 23:59:59 Skills required: Client Relationship Management (CRM), Business Development and Sales Other Requirements: 1. Bachelor’s degree in business, marketing, or a related field (preferred) 2. 0-1 years of experience in partner management, sales support, or operations 3. Strong interpersonal and communication skills 4. Ability to handle multiple tasks and resolve issues in a time-sensitive environment 5. Having certification in NISM - Series V-A is mandatory About Company: Nivesh.com is an award-winning digital-first platform that enables independent financial advisors (IFAs) and other mutual funds distributors to 'Go Digital' with state-of-the-art technology. Nivesh.com has been included in WEALTHTECH100 2020, a list of the 100 most innovative fintech startups globally. It was also the winner of -Startup Superhero Hunt 2018- organized by Entrepreneur magazine in January 2018. Nivesh.com is solving the problem of under-penetration by enabling financial advisors to reach out and engage with a growing population in need of long-term financial solutions. Our approach is to provide cutting-edge technology-enabled solutions to financial advisors that will enable them to smoothly service their clients, sell the right kind of products, and rapidly scale their business. The mutual fund industry is expected to grow to USD 1.5 trillion dollars (Rs.100 trillion) in the next 7-8 years, with the next wave of growth coming from beyond the big cities.

Key Responsibilities Provide operational support to channel partners to ensure seamless transaction processing Monitor the execution of partner transactions end to end, ensuring accuracy and compliance with internal protocols Act as the first point of contact for partner queries, ensuring prompt and accurate resolution Collaborate with internal departments such as operations, IT, and product to coordinate smooth processing and issue resolution Engage regularly with channel partners to maintain a consistent and active business relationship Drive partner activation and ensure achievement of the minimum business target as defined Identify and capitalize on opportunities to increase transaction volumes from existing partners Provide partners with ongoing updates, training, and support to enhance their performance and engagement Track partner performance metrics and proactively address underperformance or inactivity About Company: Nivesh.com is an award-winning digital-first platform that enables independent financial advisors (IFAs) and other mutual funds distributors to 'Go Digital' with state-of-the-art technology. Nivesh.com has been included in WEALTHTECH100 2020, a list of the 100 most innovative fintech startups globally. It was also the winner of -Startup Superhero Hunt 2018- organized by Entrepreneur magazine in January 2018. Nivesh.com is solving the problem of under-penetration by enabling financial advisors to reach out and engage with a growing population in need of long-term financial solutions. Our approach is to provide cutting-edge technology-enabled solutions to financial advisors that will enable them to smoothly service their clients, sell the right kind of products, and rapidly scale their business. The mutual fund industry is expected to grow to USD 1.5 trillion dollars (Rs.100 trillion) in the next 7-8 years, with the next wave of growth coming from beyond the big cities. Show more Show less

Job Description: Business APE Achievement • Achieve monthly and quarterly APE (Annualized Premium Equivalent) targets. • Identify sales opportunities and convert them through effective partner engagement. Partner Activations • Ensure consistent onboarding and activation of new partners. • Monitor partner activity, motivate inactive partners, and improve engagement rates. • Maintain activation records and share reports with the team lead. Product Knowledge Convincing Power • Maintain a strong understanding of insurance products and offerings. • Deliver effective product pitches and resolve partner objections with confidence. • Regularly participate in product training and certification programs. Partner Servicing & Satisfaction • Serve as the first point of contact for partner queries and support. • Ensure timely resolution of issues and maintain high partner satisfaction scores. • Build strong relationships to foster loyalty and repeat business. Data Management & Inter Department Coordination • Maintain accurate data on activations, sales, and partner performance. • Coordinate with Sales Support, Operations, and Training teams for seamless execution.

Role & responsibilities Need to call Prospect Partners providing details about the company and convincing them for joining our company, providing end to end support to them. Preferred candidate profile Should be confident, quick learner, self motivated Interested people can contact Nishant Pandey - 9561781595