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B2B Sales Consultant

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Onsite

B2B Sales Consultant

CD Infotech Pvt Ltd

B2B Sales Consultant

Skills

CRMCompliance

11 days ago

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Important information


Contract type:

Permanent, Temporary

Location:

Karnataka, India

Work mode:

Onsite

Published on:

14 October 2026

What they need


About the Role: We are hiring three B2B Sales Consultants for our Mumbai office. This role is about building and owning the partner ecosystem in one of India's most active wealth management markets. You will be identifying, pitching, onboarding and nurturing distribution partners, including wealth management firms, IFAs, MFDs, sub-brokers, family offices and corporate treasury teams, who will bring their clients onto the Stockify platform.

This is not a desk job. It requires going out and meeting people, building trust with senior professionals, and consistently generating deal flow through strong relationships. If you already have a network in the Mumbai wealth ecosystem and know how to work with high-net-worth distribution partners, this role is directly built for you.

What You Will Do

  • Identify and map prospective B2B partners across Mumbai, including wealth management firms, IFAs, RIAs, sub-brokers, MFDs, corporate treasuries and family offices
  • Initiate outreach through calls, emails, LinkedIn and in-person meetings to introduce Stockify's platform, product suite and partnership model
  • Conduct structured pitches and presentations for prospective partners, explaining the commercial structure, the product range and the support Stockify provides to its distribution network
  • Onboard new partners through the documentation and compliance process, coordinating with the back office to ensure a smooth and quick activation
  • Deliver regular product training sessions and market updates to partner teams to keep them informed and actively selling
  • Manage ongoing partner relationships, handle queries, resolve escalations and ensure deal flow remains consistent from each active partner
  • Track partner activity, pipeline health and revenue contribution in the CRM and share weekly updates with the reporting manager. Work closely with the senior leadership team on strategy for expanding the B2B partner base in Mumbai and surrounding markets

What We Are Looking For

  • Two to four years of experience in B2B financial services sales, with prior exposure to working with wealth managers, IFAs, MFDs or distribution channels in the investment products space
  • A strong existing network in the Mumbai wealth and distribution ecosystem is a significant advantage and will be prioritised during shortlisting
  • Experience with unlisted shares, PMS, AIF, alternative investments or pre-IPO products is highly preferred
  • Excellent relationship management skills and the ability to communicate confidently with senior wealth professionals
  • A self-motivated, target-driven approach with the ability to independently build and manage a partner pipeline
  • Proficiency with CRM tools and comfort with structured reporting and follow-up disciplines

Compensation and Benefits

  • Performance Incentives: Bonus of up to 3 to 6 months of monthly salary, paid based on individual and company performance
  • Review Cycle: Performance review at 6 months with potential for salary revision

Pay: ₹29,000.00 - ₹32,000.00 per month

Work Location: In person

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