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About The Client
Our client is one of India's largest and fastest-growing P2P lending platforms, redefining how millions of people build wealth through alternative financial products. As an RBI-registered NBFC-P2P, the company has facilitated over ₹17,000 crore in verified lending and earned the trust of more than 3 crore users.
The client is a profitable fintech company focused on sustainable growth and innovation. Its achievements include being featured in Forbes Select 200 Companies, receiving the Best Peer-to-Peer Lending Platform award from Economic Times Finnext, and being honoured with the Best Fintech Product of the Year by BW Businessworld.With a decade of innovation, a digital-first approach, and a mission centred on financial inclusion, the company has also been Great Place To Work® certified for four consecutive years, reflecting its commitment to building a strong workplace culture.
The client offers an opportunity to be part of a growing fintech organisation that is shaping the future of wealth creation in India.
Quick Summary
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.
Your Role
In this role, you will be expected to achieve the following key results:
- 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.
Skills: mutual funds,fintech,sip,peer-to-peer,individual financial advisor,bfsi,b2b,investments,capital markets,channel partners,sales,recruiting agent,wealth management,equity,nbfc
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