Investment Sales Associate – Unlisted & Pre-IPO Investments

Job description

We’re Hiring: Manager – B2B Tie-ups & Strategic Partnerships

Company

Transparent Capital

Location

Andheri East, Mumbai

Employment Type

Full-time

About Transparent Capital

Transparent Capital operates in unlisted shares, Pre-IPO investments, secondary transactions and liquidity solutions. We connect existing shareholders and promoters with buyers through our sourcing, distribution, and transaction execution capabilities.

We work with wealth managers, stockbrokers, wealth houses, family offices, financial intermediaries and institutional participants, with a strong focus on relationships, credibility and honouring commitments.

About the Role

We are looking for a commercially driven professional to build and grow our B2B partner network. You will identify relevant organisations, connect with decision-makers, establish tie-ups and convert those relationships into completed transactions and repeat business.

You will own the partnership journey—from the first conversation and onboarding to activation, revenue generation, and ongoing account growth.

Key Responsibilities

• Identify and approach potential partners, including wealth managers, stockbrokers, wealth houses, family offices and financial intermediaries.
• Connect with business heads, product heads, founders and other relevant decision-makers through calls, LinkedIn, email, referrals and meetings.
• Understand each partner’s client profile, investment requirements, and internal onboarding process.
• Present Transparent Capital’s capabilities and establish suitable commercial terms in coordination with the founder.
• Complete partner onboarding by coordinating documentation and internal approvals.
• Activate new partners by generating qualified enquiries and facilitating their first completed transaction.
• Share relevant opportunities and coordinate with sourcing teams to fulfil partner requirements.
• Work closely with operations to support timely payment, share delivery, and issue resolution.
• Grow existing accounts through regular engagement, repeat transactions and introductions to additional teams or branches.
• Maintain accurate CRM records covering contacts, meetings, requirements, deal stages and next actions.
• Track partnership performance, reactivate dormant accounts and work towards agreed revenue targets.

Who We’re Looking For

• Experience in B2B business development, channel partnerships or institutional sales within financial services.
• Candidates from stockbroking, wealth management, investment distribution or related businesses are preferred.
• An existing network of wealth managers, brokers, family offices or financial intermediaries would be an advantage.
• Ability to independently reach decision-makers, conduct meetings, negotiate and close business.
• Familiarity with unlisted shares and secondary transactions is preferred.
• A professional who takes ownership, handles sensitive information responsibly and follows through on commitments.
• CFA Level I / Level II candidates

How Success Will Be Measured

• Relevant decision-maker meetings and qualified partnership opportunities.
• New partners onboarded and activated.
• Time taken from onboarding to the first completed transaction.
• Revenue and completed transactions generated through partners.
• Repeat business and growth in active partner accounts.
• CRM accuracy and timely follow-through.

Why Join Us?

Work directly with the founder, build relationships across the financial services industry, and take ownership of a business development role with measurable commercial impact.

To Apply

Send your CV through LinkedIn or email to hr@transparentcapital.co.in

Pay

₹700,000.00 per year

Work Location

In person