Online Relationship Manager | B2B Business Nuvama Wealth

1.0 - 5.0 years

3 - 5 Lacs

mumbai, mumbai suburban, mumbai (all areas)

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Online Activation Desk for B2B Business Role Overview: We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be comfortable with high-volume partner outreach and consultative selling. Location : Mumbai Key Responsibilities: Reach out to inactive/dormant partners mapped to the B2B desk across India. Understand partner profiles and pitch suitable fixed-income products like NCDs, Corporate FDs, SGBs, etc. Schedule product discussions, webinars, or one-on-one meetings to reinitiate engagement. Work closely with product and operations teams to onboard partners into new investment opportunities. Track, follow up, and convert leads into active transacting partners. Maintain partner engagement records using CRM tools and internal dashboards. Achieve monthly activation and revenue targets from the assigned pool. Stay updated with the latest product launches, market trends, and compliance updates. Key Skills & Requirements: 13 years of experience in B2B wealth distribution or financial advisory. Exposure to fixed-income products (NCDs, Bonds, FDs) is a strong advantage. Strong communication and relationship-building skills. Ability to manage multiple partner relationships remotely. Self-starter with a proactive attitude and execution mindset. Familiarity with CRM and sales tools is preferred. Thank You,

Posted 3 hours ago

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Senior Manager/Manager - B2B Sales AI Growth Bangalore

5.0 - 7.0 years

15 - 30 Lacs

Bengaluru, Mumbai (All Areas)

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About Jiraaf Jiraaf is Indias largest fixed income platform. At Jiraaf, our mission is to revolutionize wealth creation by democratizing access to fixed income products which includes listed bonds, FD, SDIs/PTCs etc., through our easy-to-use online bond platform. We empower individual investors to earn risk-adjusted returns by participating in high-quality listed investment opportunities which were earlier available to only ultra HNIs/Family offices. We are a SEBI registered platform thereby ensuring transparency, trust, and compliance. Join us on our journey to redefine wealth creation and financial prosperity for all. Website Link: https://www.jiraaf.com/ Role Overview We are seeking a results-driven Senior Manager/Manager B2B Sales to drive the distribution and sales of fixed-income products across institutional and semi-institutional investor segments. This strategic role involves expanding our investor base, driving credit sales, and actively engaging with key stakeholders such as institutional investors, ultra-HNIs, wealth managers, and corporate treasuries. The ideal candidate will have a strong background in fixed-income product sales, including corporate bonds, NCDs, debentures, and structured debt instruments. They should be self-starter with a proven ability to close high-value transactions, support deal syndication, and build long-term investor relationships. Comfort with a high-performance environment and willingness to travel is essential to succeed in this role. Key Responsibilities 1. Own end-to-end sales cycle: Prospect, pitch, negotiate, and close sales of fixed-income products including: Corporate Bonds (Investment-Grade & High-Yield) Non-Convertible Debentures (Public & Private) Structured Notes / MLDs Subordinated / Perpetual Debt Instruments 2. Grow Investor Base: Build and manage strong B2B relationships with: Institutional Investors (Mutual Funds, Insurance Companies, AIFs) Wealth Management firms and IFAs Family Offices & Ultra-HNIs Corporate Treasuries & Wealth Management Platforms 3. Active Deal Syndication: Pitch live deals and upcoming issuances Drive investor participation and lead book-building process Provide real-time feedback on pricing and appetite 4. Revenue & Target Ownership: Meet and exceed quarterly sales and revenue KPIs Ensure repeat transactions and long-term engagement from key investor accounts 5. Market Intelligence: Track market movements, investor behavior, and product trends Offer insights into origination and structuring teams to refine offerings 6. Cross-functional Collaboration: Work closely with structuring, legal, and compliance teams to ensure smooth transaction execution 7. Travel as needed to strengthen relationships and close deals Key Requirements 5 - 7 years of relevant experience in fixed income sales / capital markets / DCM / wealth distribution Strong network of institutional, HNI, and corporate investors in fixed-income space Demonstrated ability to close high-value transactions and meet sales targets Excellent communication, negotiation, and client-handling skills Solid understanding of SEBI/RBI regulations, exchange listings, and debt market infra (e.g., NSDL, BSE/NSE) Background in NBFCs, investment banks, wealth-tech or fintech platforms preferred MBA / CA / CFA or equivalent professional qualification

Posted 3 months ago

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