Zonal Head

• Drive acquisition of new B2B partners across IFA channels, national distributors, stockbrokers, and wealth firms
• Deepen relationships with existing partners to enhance engagement and increase wallet share
• Manage and scale a large client portfolio, focusing on Fixed Income and alternate investment products
• Generate investment inflows from assigned partner channels
• Conduct regular product training sessions for partners and clients on investment products such as Bonds and similar instruments
• Manage overall sales and revenue targets in the Western zone
• Lead, coach, and manage a team of 7–10 high-performing Relationship Managers
• Execute strategic initiatives, including business engagement activities with channel partners
• Collaborate with cross-functional teams to analyze process gaps and lead optimization projects
• Own the regional P&L, drive operational efficiency, and deliver business growth

• Educational Background: CA (Preferred) / MBA (Finance) / CFA / Postgraduate from a reputed institute
• Professional Experience: 7–10 years of experience in B2B financial sales or strategic partnerships
• Proven track record in business development and channel partner acquisition
• Experience in managing a team of 7–10 sales professionals
• Strong understanding of financial products, especially fixed income, bonds, or investment alternatives
• Exposure to fintech ecosystems or partnerships is a plus
• Skills & Attributes: Strategic thinker with hands-on execution capability
• Excellent verbal and written communication skills
• Strong stakeholder and relationship management abilities
• Proficiency in MS Office, especially Excel and PowerPoint
• Self-driven with an ownership mindset and a passion for business growth

Exposure to fintech ecosystems or partnerships is a plus

• Be part of a high-growth fintech reshaping alternate investments
• Take ownership of your region with full P&L accountability
• Collaborate with industry experts and thought leaders
• Drive real impact in a dynamic, entrepreneurial environment