Job Title
Business Development Executive — Investment Partnerships & Client Relations
Company: Fintegic Investments
Location: Haldwani, Uttarakhand (office + local field visits in Kumaon)
Job Type: Full-time, Permanent
Salary: ₹18,000 – ₹22,000 per month + performance incentives (top performers can realistically add ₹5,000–15,000/month)
Schedule: Monday–Saturday, day shift (2nd & 4th Saturday off)
About Us
Fintegic Investments is a Haldwani-based investment services firm working with India's leading asset management companies across mutual funds, PMS and AIF. We are building a network of partner distributors across Uttarakhand and serving investors who are moving beyond mutual funds into premium portfolio products. This role sits at the centre of both.
About the Role
This is a two-part growth role reporting directly to the Director:
- Partner Network (60%) — You will recruit and onboard mutual fund distributors (MFDs) across Kumaon as our business partners, using our ready-made pitch materials, call scripts and WhatsApp templates. You don't have to invent the pitch — you have to run it, every day, until the partner network grows.
- Client Relations (40%) — You will be the first voice our prospective investors hear: responding to enquiries, understanding their requirements, scheduling their meetings with the Director, and following up until every conversation reaches a conclusion.
You are the engine between "someone showed interest" and "the Director closes." If you like targets, phone calls, field meetings and seeing your name against numbers every week, this role will suit you.
What You Will Do
Partner Network (MFD Program)
- Build and maintain the list of mutual fund distributors in Haldwani, Nainital, Rudrapur, Ramnagar and nearby towns
- Call, WhatsApp and personally visit MFDs using our provided scripts and materials — book meetings, handle basic questions, move them to sign-up
- Coordinate the empanelment paperwork with our operations desk until each partner is live
- Stay in touch with signed partners: share our updates, answer their queries, keep them active
Client Relations (Junior RM)
- Respond to every new enquiry (website, WhatsApp, referral) within working hours — same day, every time
- Have the first conversation: understand what the client is looking for, their investment range, and their timeline
- Book qualified meetings into the Director's calendar with a one-paragraph background note prepared
- Follow up on every open conversation and keep the CRM updated daily — no lead goes cold from silence
Discipline & Reporting
- Weekly numbers review with the Director: calls made, meetings held, partners signed, leads handled, meetings booked
- Follow the provided compliant scripts exactly — in this industry, we never promise returns, and we never advise; we connect people to the right information (full training given)
How Success Is Measured
- MFD meetings completed per week and partners signed per month
- Enquiry response time and follow-up discipline (CRM-tracked)
- Qualified meetings booked for the Director per month
Clear targets, reviewed weekly — and your incentives are tied to them.
Who We Are Looking For
Must-have
- 1–3 years of sales/field experience — insurance agency recruitment, banking sales, mutual fund distribution, pharma/FMCG field sales, or similar target-driven work
- Confident, polite Hindi on the phone and in person; functional English for WhatsApp and email
- Comfortable with daily calling AND local field visits (own two-wheeler preferred; fuel reimbursed)
- Organised follow-up habits — you write things down and you call back when you said you would
- Based in Haldwani or nearby
Good to have
- Experience recruiting agents/advisors/DSAs (insurance agency channel background fits this role perfectly)
- Knowledge of mutual funds or investment products
- NISM certification — or willingness to clear it (company-sponsored)
You will do well here if rejection doesn't dent you, you enjoy being measured on numbers, and you want to build a career in the investment industry rather than just hold a job.
What You Get
- Base salary + uncapped performance incentives on partner sign-ups and business generated
- Direct training from the Director on PMS, AIF and the wealth industry — rare exposure for this region
- Company-sponsored NISM certification
- Fuel reimbursement for field visits
- A visible growth path: this role is designed to become Partnerships Manager / Senior RM as the network grows — with team and compensation to match
How to Apply
Apply with your CV on Indeed. Shortlisted candidates will do a 10-minute mock call (we play a distributor, you pitch us) — your phone manner matters more to us than your CV format.
Pay: ₹18,000.00 - ₹40,000.00 per month
Work Location: In person
