Partner Activation Executive

Role Overview:

The candidate is responsible for identifying and generating partner leads, converting them through outbound calling, onboarding them onto the platform, and driving revenue by cross-selling wealth products such as Insurance, Mutual Funds (MF), and PMS. The role combines sales, relationship management, and partner servicing.

Key Responsibilities:

• Call on existing database and generate new partner leads
• Convert leads into partners through calls and follow-ups
• Onboard partners (KYC, documentation, platform registration)
• Activate partners and ensure they start business
• Maintain relationship and provide ongoing support
• Cross-sell products: Insurance, Mutual Funds (MF), PMS
• Drive revenue through partner network
• Maintain data and update call / partner status
• Coordinate with internal teams for onboarding and issue resolution

Skills Required & Experience:

• Minimum 1+ years of relevant experience
• Good communication and convincing skills
• Sales and target-oriented approach
• Ability to handle objections and close deals
• Basic knowledge of financial products (preferred)Role & responsibilities