01Overview
Introducing Broker (IB) Partnerships and Client Engagement, India Employment Type: Full-time Work Arrangement: Remote India Company Description Trade W is a global financial-technology platform providing technology, educational resources, market information, and customer-support services through its website and mobile applications. The company serves customers in jurisdictions where its products and services are legally permitted. All services are subject to applicable laws, regulatory requirements, customer eligibility criteria, and geographical restrictions.
Role Description Trade W is seeking an experienced Introducing Broker (IB) based in India. The successful candidate will identify, onboard, develop, and support eligible clients and business partners for company-approved products and services. The IB will manage assigned leads, introduce the IB Partner Program to suitable candidates, support partner onboarding and activation, and maintain strong long-term business relationships.
All activities must follow applicable laws and company compliance requirements.
Key Responsibilities - Contact and manage potential partners assigned by the company.
Introduce the company's Partnership Program and explain its benefits, structure, and development opportunities.Guide new partners through onboarding, training, and activation.Support partners in developing their business activities and improving overall performance.Maintain structured follow-up records and partner information in the CRM system.Work closely with internal teams to ensure a smooth partner experience.Achieve monthly and quarterly partnership development targets.
Requirements - 5+ years of professional experience, with at least 3 years in B2C sales, business development, CRM, account management, or other customer-facing commercial roles.
Proven experience managing company-assigned leads, customers, or account portfolios.Strong communication, relationship-building, negotiation, and objection-handling skills.Target-oriented and comfortable working with measurable monthly KPIs.Comfortable using CRM systems and maintaining accurate customer or partner records.Good understanding of the local Indian market and customer behavior.Fluent in Hindi and able to communicate effectively in English.
Preferred Qualifications - Experience in an Introducing Broker, affiliate management, channel partnership, or partner-development role.
Leadership, team-management, mentoring, or supervisory experience is an advantage.Experience working in fintech, banking, broking, investment services, insurance, payments, or another regulated financial-services sector.Additional Indian language skills.
Key Success Measures
Success in this role will be measured through:
Conversion of qualified customers into active partners.Partner engagement and activity levels.Customer development generated through managed partnerships.Partner retention and long-term relationship quality.Overall business contribution from the managed partner network.Achievement of monthly and quarterly development targets. .
