Sales Manager, Associations, Partners and Exhibitions

Location: Kolkata
Department: Sales
Reports to: Founder
Company: Bankkeeping

1. Role Summary
To drive consistent lead flow and revenue for Bankkeeping by owning associations, exhibitions, and partner channels-ensuring strong brand presence, qualified leads, and scalable partner-led sales.

2. Key Responsibilities
Key Outcomes (What success looks like)

1. Exhibitions & Trade Shows
a. Plan, execute, and manage 6-10 exhibitions annually.
b. Ensure 150-200 qualified leads per exhibition are added to CRM.
c. Coordinate with marketing and execution teams for booth setup, collaterals, demos, and post-event follow-ups.
d. Deliver a post-event report within 7 days (leads, quality, next steps).

2. Associations & Industry Bodies
a. Build and manage relationships with SME associations, trade bodies, and chambers.
b. Secure 1-2 speaking/presentation opportunities per month for Bankkeeping.
c. Convert association engagements into qualified leads and long-term partnerships.

3. Partner Acquisition & Enablement
a. Identify, onboard, and activate channel partners (CAs, consultants, brokers, fintech partners).
b. Induct 3-5 new active partners per month.
c. Ensure partners are trained, enabled, and actively generating leads.
d. Track partner-wise performance and lead conversion.

4. Pipeline & Revenue Contribution
a. Ensure partner + event channels contribute 20-30% of total monthly leads.
b. Work closely with sales reps to ensure smooth handover and conversion of leads.
c. Maintain 100% hygiene of partner and event leads in CRM.

5. Cross-Functional Coordination
a. Coordinate with Marketing for collaterals, demos, and event creatives.
b. Work with Lead Gen and Telecalling teams for systematic follow-up of all event/partner leads.

3. Required Skills & Competencies

- Relationship Building - Strong ability to connect with associations, partners, and decisionmakers.
- Event Management - Hands-on experience managing exhibitions, booths, and seminars.
- Partner Sales Mindset - Understands indirect/channel sales and incentive-driven selling.
- Negotiation Skills - Able to close partnership terms and association engagements.
- Execution Focus - Takes ownership from planning to post-event lead conversion.
- Communication - Confident presenter and spokesperson for Bankkeeping.
- CRM Discipline - Tracks leads, partners, and outcomes with accuracy.
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4. Cultural Fit (Bankkeeping Values)

- Growth-Oriented - Thinks scale, leverage, and long-term channels.
- Ownership - Treats associations, exhibitions, and partners as personal revenue engines.
- Professionalism - Represents Bankkeeping credibly in public forums.
- Collaboration - Works closely with marketing, sales, and execution teams.
- Integrity - Transparent reporting of leads, partners, and outcomes.
Reporting Structure
- Reports to: Head of Sales / Founders
- Works closely with: Marketing, Lead Generation, Telecalling, and Sales Teams
Ideal Background (Indicative)
- 4-8 years experience in B2B sales, partnerships, or channel management
- Prior exposure to SME-focused products, fintech, banking, or services preferred
- Comfortable with field work, travel, and event-based selling