Partner Support Executive – IFA Channel

4 days ago


New Delhi, India OngoleBulls Full time

Position:Partner Support Executive Location:Hyderabad Department:IFA / Partner Channel Experience:0–2 years (Freshers eligible) Role SummaryYou will support the onboarding, servicing, and growth ofIndependent Financial Advisors (IFAs)and channel partners. This role is crucial for expanding our B2B distribution network in mutual funds, SIF, and investment products. Key Responsibilities✔ Assist in onboarding new IFAs & partners ✔ Coordinate documentation, KYC, empanelment ✔ Provide product support on Mutual Funds, SIF, NPS ✔ Handle partner queries via phone, email & WhatsApp ✔ Manage partner training sessions & webinars ✔ Maintain MIS reports & dashboards of partner performance ✔ Follow up on SIP, lumpsum, and client servicing tasks ✔ Support Regional/Cluster Heads with partner activation plans RequirementsB.Com/BBA/BBM/MBA/B.Sc/B.Tech or equivalent Good communication skills Basic knowledge of MF/SIF/NPS (training will be given) Excel, CRM & reporting exposure preferred Freshers with interest in finance encouraged Earlier Startup/Fintech experience will be an added advantage BenefitsAttractive incentives based on partner activation Learning in a fast-growing wealth-tech ecosystem Career growth into Partner RM / Channel Manager Applyhr@ongolebullsinvest.comManjeera Majestic, JNTU Hyderabad



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