Sr. RM – Business Development- B2B Sales

• Identify, prospect, and onboard new B2B/channel partners to grow the distribution network in Kolkata and nearby markets.

• Build and manage a strong pipeline through field visits, referrals, events, and local market intelligence.

• Lead partner pitches and negotiations; ensure partners clearly understand JRL Capitals value proposition and product fit.

• Own partner relationships end-to-end: onboarding, activation, performance reviews, and ongoing engagement.

• Provide training/handholding, pitch support, and best practices to improve partner productivity and conversions.

• Ensure quick resolution of partner queries and escalations; maintain high service standards and retention.

• Drive monthly/quarterly targets for partner acquisition, activation, and revenue.

• Coordinate with Operations/Compliance teams to streamline documentation, onboarding, and payout processes.

• Track performance via reporting dashboards (Excel/Sheets/CRM), analyze funnel metrics, and improve conversion rates.

• Support team goals by guiding junior members (if applicable) on field execution, follow-ups, and partner conversions.

• Share market insights with leadership; contribute to campaign ideas, partner programs, and process improvements.

• 25 years of experience in B2B sales / partner management / channel sales / business development (BFSI/wealth/insurance/fintech preferred).

• Proven experience in field sales, cold outreach, partner onboarding, and operating in a target-driven environment.

• Strong exposure to distribution networks (advisors/agents/channel partners) is highly desirable.

• NISM certification (any relevant module) preferred; candidates willing to certify are encouraged.

• Strong communication, negotiation, and relationship-building skills.

• Excellent follow-up discipline and ability to manage objections.

• Analytical approach to market research, segmentation, and funnel tracking.

• Ownership mindset with ability to work independently and drive outcomes.

• Working knowledge of MS Excel/Google Sheets; CRM exposure is a plus.

• Interest/understanding of investments and financial products.

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