Relationship Manager – B2B Partner Acquisition & Business Development

**Company:** Wealth Infoline

**Location:** Mumbai

**Department:** B2B / Partner Business

**Employment Type:** Full-time

**Salary:** ₹35,000 – ₹50,000 per month + attractive performance-based incentives

About Wealth Infoline

Wealth Infoline is a financial services platform focused on enabling distributors, brokers, and business partners to offer a wide range of financial products to their customers, including **Mutual Funds, Insurance, NPS and other investment products**.

We are looking for an energetic and result-oriented **Relationship Manager – B2B Partner Acquisition & Business Development** to expand our partner network across Mumbai and drive business through our empanelled partners.

Key Responsibilities

1. Partner Acquisition & Empanelment

* Identify and approach potential **Mutual Fund Distributors, Insurance Advisors, Brokers, Financial Advisors, Wealth Managers and other financial intermediaries**.

* Develop a strong pipeline of prospective B2B partners in Mumbai.

* Conduct meetings, presentations and product demonstrations to explain the Wealth Infoline platform and its business proposition.

* Manage the complete partner onboarding and empanelment process.

* Convert prospects into active Wealth Infoline business partners.

2. Partner Activation & Business Generation

* Ensure newly empanelled partners become **active on the Wealth Infoline platform**.

* Drive transactions and revenue generation through the partner network.

* Understand each partner's business requirements and identify opportunities to increase their business through Wealth Infoline.

* Regularly follow up with partners to generate Mutual Fund and Insurance business.

* Cross-sell relevant products and services wherever appropriate.

3. Relationship Management

* Build and maintain strong, long-term relationships with existing partners.

* Act as the primary point of contact for partners for business-related requirements.

* Conduct regular partner meetings and business reviews.

* Coordinate with internal teams to resolve operational, product and technology-related issues.

* Keep partners updated about new products, features and business opportunities.

4. Sales & Revenue Responsibility

* Achieve monthly and quarterly **partner acquisition, activation and revenue targets**.

* Develop and execute a partner acquisition plan for Mumbai.

* Track partner productivity and identify inactive or low-performing partners.

* Generate recurring business from the existing partner network.

* Maintain accurate records of leads, prospects, empanelments, transactions and revenue.

Candidate Profile

* Graduate/MBA or equivalent qualification.

* **2–5 years of experience** in B2B sales, financial services, wealth management, mutual funds, insurance, broking or fintech.

* Experience in **partner/distributor acquisition** will be preferred.

* Good understanding of Mutual Funds and/or Insurance distribution.

* Comfortable meeting clients and partners across Mumbai.

* Strong communication, presentation and negotiation skills.

* Target-oriented and comfortable working in a performance-driven environment.

* Strong relationship-building and follow-up skills.

* Proficiency in MS Office/Excel and CRM tools will be an advantage.

Preferred Industry Experience

Candidates with experience in:

* Mutual Fund Distribution Companies

* AMCs / Mutual Fund Industry

* Insurance Companies / Insurance Brokers

* Stock Broking Companies

* Wealth Management Firms

* Fintech Companies

* B2B Financial Services Platforms

* Banks / NBFCs

* MFD / IFA Networks

will be preferred.

Key Performance Indicators (KPIs)

The candidate will primarily be measured on:

* Number of **new partners empanelled**

* Number of newly empanelled partners **activated**

* Monthly transaction/business volume generated

* Revenue generated from the partner network

* Number of productive partners

* Partner retention and engagement

* Achievement of monthly and quarterly business targets

* New partner acquisition

* Partner activation

* Business volume

* Revenue generation

The role offers strong earning potential for candidates who consistently achieve business targets.

Career Growth

Based on performance, the candidate can progress into roles such as:

**Senior Relationship Manager → B2B Business Manager → City Business Head**

Why Join Wealth Infoline?

* Opportunity to build and manage a large B2B partner network.

* Exposure to the **Mutual Fund, Insurance and broader financial services ecosystem**.

* Performance-linked earning opportunity.

* Opportunity to work with a growing digital financial services platform.

* Career growth based on business performance and partner network development.

Pay: ₹30,000.00 - ₹60,000.00 per month

Work Location: In person