Drive partner acquisition, onboarding, activation, enablement, engagement and retention with MFDs, IFAs, wealth managers and CAs. Conduct meetings, training, events, monitor partner performance, identify growth opportunities, collaborate with internal teams, and convert partners into revenue-generating accounts.
This role is for one of Weekday’s clients
Min Experience: 2+ years
Location: Mumbai
JobType: full-time
We are seeking a dynamic and relationship-driven Partnerships Manager to drive partner acquisition, engagement, and growth across assigned territories. This role is responsible for managing the complete partner lifecycle, from onboarding and activation to enablement, engagement, and long-term retention.
The ideal candidate will have experience working with financial intermediaries such as Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), Wealth Managers, and Chartered Accountants (CAs), along with a strong ability to build strategic relationships and drive business growth through partner networks.
RequirementsKey ResponsibilitiesPartner Acquisition & Onboarding
- Identify, engage, and onboard new distribution partners across assigned territories.
- Build relationships with Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), Wealth Managers, and Chartered Accountants (CAs).
- Present and articulate the partner value proposition effectively, highlighting business growth, client retention, and revenue-generation opportunities.
- Own the complete lifecycle of assigned partner accounts, including onboarding, activation, enablement, engagement, and retention.
- Ensure partners are successfully integrated and equipped with the necessary knowledge, tools, and resources to drive business outcomes.
- Convert newly onboarded and existing partner accounts into active, revenue-generating relationships.
- Act as the primary point of contact for partner queries, escalations, and feedback.
- Build and maintain strong, long-term relationships with partners to ensure high levels of satisfaction and engagement.
- Conduct regular in-person meetings, partner reviews, client seminars, product training sessions, and co-branded events.
- Track and analyze key partner performance metrics, including:
- Referrals generated
- Client conversions
- Revenue contribution per partner
- Partner engagement levels
- Identify opportunities to improve partner productivity and proactively address engagement gaps.
- Develop initiatives to increase partner participation, adoption, and business contribution.
- Collaborate with internal teams to ensure seamless partner onboarding, support, and issue resolution.
- Gather partner feedback and provide actionable insights to improve products, services, and partner programs.
- Support the execution of partner-focused campaigns, events, and growth initiatives.
- Relationship Management
- Mutual Funds / Financial Services Ecosystem Knowledge
- Partner Development & Engagement
- Stakeholder Management
- Account Growth & Retention
- B2B Sales
- Key Account Management
- Channel Partner Management
- Business Development
- Wealth Management Ecosystem Exposure
- Experience managing relationships with MFDs, IFAs, Wealth Managers, CAs, or similar financial intermediaries.
- Strong interpersonal, communication, and presentation skills.
- Proven ability to build trust and maintain long-term business relationships.
- Comfortable conducting client-facing meetings, training sessions, and networking events.
- Results-oriented with a strong focus on partner activation, revenue generation, and retention.
- Ability to work independently while managing multiple partner accounts across territories.
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