Area Relationship Manager

● Acquire & Onboard: Identify, recruit, and successfully empanel a high-potential

network of new financial channel partners (MFDs, IFAs, brokers, sub-brokers) to

distribute the P2P investment product.

● Achieve Investment Targets: Consistently hit aggressive monthly and quarterly

sales/investment targets (e.g., lumpsum and SIP/PTP) from the empanelled channel

network.

● Drive Product Penetration: Increase the adoption and total investment volume of the

P2P product within the distributor base, establishing it as a core offering.

● Be a Brand Ambassador: Build and maintain strong, long-term relationships with

channel partners, providing product education, training, and sales support to maximize

their success.

● Ensure Compliance: Act as the primary liaison, assisting partners with smooth

onboarding, documentation, and transaction processes while ensuring all activities

adhere to company and regulatory guidelines.

● Monitor Market Insights: Develop a deep understanding of the P2P lending regulatory

framework (RBI/NBFC) and monitor competitor activity to effectively position and sell

the product.

Must-Haves:

● Experience: Minimum 3+ years of proven B2B sales experience in the financial services

industry.

● Domain Expertise: Direct experience within Asset Management Companies

(AMC)/Mutual Funds, Broking/Securities Firms, or other NBFCs, specifically focusing on

the channel partner (MFD/IFA) model.

● Network: An established, active, and current network of financial channel partners

(MFDs/IFAs) in the designated city/territory is mandatory.

● Core Skills: Strong understanding of financial products, investment vehicles (Mutual

Funds, SIPs, equity, bonds, PMS/AIF), coupled with excellent communication,

relationship-building, and negotiation skills.

Bonus: Good-to-Haves:

● Prior, direct knowledge and experience with the Peer-to-Peer (P2P) lending model.

● An MBA in Finance/Marketing or a related advanced degree is preferred.

● Relevant financial certifications (e.g., NISM).

● Demonstrated behavioral competencies: Self-motivated, goal-oriented, and confident in

handling aggressive sales and recruitment targets.

Career Progression

● Growth Trajectory: The successful Relationship Manager / Area Manager is on track to

advance to a senior leadership role, such as a Regional or Zonal Head , within the B2B

Channel Sales division, based on consistent over-achievement of investment targets

and effective management of a large channel network.

● Skill Development: This path will require demonstrated mastery in scaling a channel

partner ecosystem, cross-geography team leadership, and strategic market

development.

This critical role is centered on driving investments into the company's Peer-to-Peer (P2P)

lending product, positioning it as a high-growth alternate asset class. As an individual

contributor, you will immediately focus on aggressively expanding our B2B channel by

empaneling and managing Mutual Fund Distributors (MFDs), IFAs, and other key financial

partners. This role is vital for achieving our investment targets and increasing the market

penetration of our innovative P2P product.