Relationship Manager / Area Manager - B2B Investments (Channel Sales)

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: b2b,fintech,bfsi,sip,nbfc,channel partners,equity,wealth management,capital markets,peer-to-peer,investments,sales,mutual funds