Partner Support Executive – IFA Channel

2 days ago

Hyderabad, India OngoleBulls Full time

Position: Partner Support ExecutiveLocation: HyderabadDepartment: IFA / Partner ChannelExperience: 0–2 years (Freshers eligible)Role SummaryYou will support the onboarding, servicing, and growth of Independent 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 plansRequirements- B.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 advantageBenefits- Attractive incentives based on partner activation- Learning in a fast-growing wealth-tech ecosystem- Career growth into Partner RM / Channel ManagerApplyManjeera Majestic, JNTU Hyderabad

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