Sales

Key Responsibilities:1. Partner Recruitment & Activation

• Identify, engage, and onboard new partners in line with the defined sales process.
• Drive partner activation by ensuring timely completion of onboarding formalities and platform familiarization.
• Maintain a strong sales pipeline and achieve monthly onboarding targets.

2. Lead Conversion & Business Development

• Handle inbound and outbound partner leads generated through digital and offline channels.
• Convert quality leads into active partners through effective follow-up and consultative discussions.
• Build and maintain strong, long-term relationships with empanelled partners to drive consistent engagement.

3. Product Knowledge & Training

• Stay up to date on new product launches, platform updates, and process changes.
• Confidently articulate Wealthy.in’s value proposition and product offerings to potential partners.
• Support partners with initial guidance on using the platform and understanding product features.

4. Sales Process Adherence

• Follow the defined sales process diligently.
• Document all partner interactions, updates, and progress accurately in the CRM system.
• Ensure compliance with internal policies, regulatory norms, and business ethics standards.

5. Continuous Learning & Development

• Participate actively in training and skill development programs identified by management.
• Continuously improve product knowledge, sales techniques, and partner relationship management skills.
• Share insights and feedback from partners to help enhance processes and offerings.

Requirements:

• Graduate degree in any discipline.
• Fresher / Work experience as a Relationship Manager, Sales Executive, or Business Development professional - ideally in Mutual Funds, Financial Products, or related industries.
• Strong communication, persuasion, and relationship management skills.
• Ability to work in a fast-paced, target-driven environment.
• Proficiency in CRM tools, Excel, and other digital sales tools.

What We Offer:

• Opportunity to work with one of India’s fastest-growing wealth platforms.
• Attractive incentives linked to performance and conversions.
• Learning and growth opportunities in the financial advisory ecosystem.
• Collaborative and high-energy work culture.

Job Type: Full-time

Pay: ₹181,590.01 - ₹300,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Work Location: In person