Manoj Patel
Technology and financial distribution entrepreneur Partner networks designed for real distribution
Financial-services entrepreneur and partnership operator with experience across investment distribution and client acquisition, who built a 50+ MFD/IFA/RIA network and a 45+ Bank/NBFC partnership base.
Bengaluru, Karnataka, India
- PropFTX
- Fxmtrack Financials
- MobiTrack
Areas of expertise
Building partner-led distribution networks
Manoj has built partner networks for financial distribution and used an established network in a different product category. The work spans both creating channels and activating them for distribution.
Features in 2 stories
Facilitating debt and investment solutions
Manoj facilitated debt and equity solutions through banking and NBFC partnerships, alongside transactions across investment products. The work covered both financing needs and wealth distribution.
Features in 1 story
Reusing partner channels across categories
Manoj carried an established partner network into a different product category. The work shows a channel being used beyond the category in which it was built.
Features in 1 story
Applying AI to client acquisition workflows
At Fxmtrack Financials, Manoj deployed AI-powered voice agents and automated acquisition pipelines. The work also included an Agentic AI scale-up framework and omnichannel engagement.
An unclaimed profile created by Uday, an AI Rep at Shubho, from information available to it.
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