Job Description: Relationship Manager – Business Development (B2B Sales)

Location: Kolkata (On-site)

Department: Business Development

Reporting To: CEO

Compensation: INR 6 – 7 LPA (Fixed) + Performance-Based Incentives

Role Overview

The Relationship Manager – Business Development (B2B) will drive partner acquisition and revenue growth for JRL Capital’s B2B division. The role focuses on onboarding and managing distribution/strategic partners (e.g., financial advisors, agents, small firms, channel partners), building strong relationships, and executing market development plans to expand business.

About JRL

JRL Capital is the flagship wealth management company of the JR Laddha (JRL) Group. This company is in the business of financial advisory & managing wealth of ultra high net worth business families, HNIs and Individuals, in India and abroad. The Company structures & markets its own financial products, which are off-market, customized and bespoke. Parent company, JRL, comes with a 30+ years of pedigree of advising business families on corporate & personal wealth. JRL Capital also runs a FinTech platform, named JRL Money. JRL Money is an online distribution of financial products to the B2B segment of the market intermediaries.

Learn more at: https://www.jrlmoney.com/

Why Join Us

• Work with Leadership – Work side-by-side with senior decision-makers.
• Learning Environment – Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth.
• High Visibility & Recognition – Your impact is visible and rewarded; no bulky hierarchies.
• Client -Centric Focus – Cultivate long-term relationships with HNI clients and Partners
• Long Legacy – Leverage decades-old relationships with family offices and Banks.

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Key Responsibilities:

Business Development & Partner Acquisition

• Identify, prospect, and onboard new B2B partners to expand the distribution network.
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• Conduct market mapping and research to identify high-potential partner segments and geographies.
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• Build a healthy pipeline through field visits, referrals, events, and market intelligence.
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• Pitch JRL Capital’s offerings to partners and ensure clear communication of value proposition.
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Relationship Management

• Maintain strong relationships with partners through regular engagement, reviews, and service support.
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• Ensure prompt and professional follow-ups, resolving partner queries and addressing concerns.
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• Support partners with product knowledge, client pitch assistance, and best practices to improve conversions.
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Sales Execution & Coordination

• Work closely with internal sales/support teams to streamline onboarding, documentation, and activation.
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• Implement acquisition strategies and campaigns aligned with monthly/quarterly business targets.
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• Track progress on leads, conversions, and partner performance; maintain accurate reporting.

Market & Performance Insights

• Monitor competitor activity, market trends, and customer preferences to refine strategies.
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• Share field insights to improve partner experience, product positioning, and growth initiatives.

Required Qualifications

• Graduate, MBA (Marketing/Finance) or equivalent (preferred).
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• 0–2 years experience in B2B sales/partner management/business development (financial services preferred).
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• Exposure to distribution/channel sales, lead generation, or advisor/agent network handling is an advantage.
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• Comfortable with field work, cold outreach, and target-driven environment.

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

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Soft Skills & Competencies

• Strong communication, negotiation, and relationship-building skills.
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• Ability to conduct market research, profiling, and segmentation.
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• Leadership & ownership mindset with the ability to motivate stakeholders/partners.
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• Good follow-up discipline and ability to handle objections confidently.
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• Basic understanding/interest in investments and financial products.
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• Proficiency in MS Excel/Google Sheets and reporting is a plus.