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.
Similar Jobs
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
Seeking an experienced GCP Data Engineer to develop, maintain data pipelines, and optimize SQL queries in BigQuery, collaborating with teams to deliver data solutions.
Top Skills:
BigQueryGCPPub/SubPythonSQL
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
The Lead Recruiter at Coupa will manage end-to-end recruitment for product and engineering roles, collaborating with leaders to understand hiring needs, source talent, create pipelines, and enhance employer branding efforts.
Top Skills:
ReactRuby/Rails
Artificial Intelligence • Fintech • Information Technology • Logistics • Payments • Business Intelligence • Generative AI
As a Technical Support Engineer, you will provide second-level support for Coupa's procurement and spend management platform, resolving customer issues and enhancing satisfaction by closely collaborating with technical teams. You will contribute to knowledge management and maintain up-to-date knowledge of Coupa's offerings.
Top Skills:
HTMLLinuxSQLUnixXML
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
