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Convert inbound digital leads into P2P investment clients through consultative sales, product education, onboarding support, and follow-ups. Advise investors on portfolio allocation, risk, tenure, and returns while meeting acquisition and disbursement targets. Maintain CRM records, track conversions, build long-term relationships, encourage repeat investments and referrals, and collaborate with marketing and product teams. Monitor RBI regulations, P2P trends, and competing investment products.

Recruit channel partners, train business development teams, create partner growth strategies, plan productivity initiatives, support IFA client meetings, promote P2P lending, resolve distributor queries, achieve organizational targets, follow sales processes, and comply with company and industry regulations.