Job Description:

We are looking for a highly motivated Manager Strategic Partnerships & Business Synergy to drive strategic initiatives, partnership development, and cross-business collaboration for the Wealth Management business.

The role focuses on building and strengthening relationships across internal business units and group companies, identifying new acquisition opportunities, managing strategic projects, and driving cross-selling initiatives to accelerate business growth.

The ideal candidate should possess strong stakeholder management skills, project management expertise, business development capabilities, and a strategic mindset to deliver high-impact initiatives across multiple business functions.

Key Responsibilities:

Strategic Business Initiatives:

- Drive strategic business initiatives aligned with the organization's growth objectives and wealth management strategy.

- Identify new business opportunities and execute initiatives that improve customer acquisition and revenue generation.

- Develop business cases, project roadmaps, and implementation plans for strategic programs.

- Monitor project milestones, track deliverables, and ensure timely execution of initiatives.

- Analyze business performance metrics and recommend improvement opportunities.

Partnership & Synergy Management:

- Build and strengthen partnerships across various internal business verticals and group companies.

- Drive collaboration initiatives to create sustainable customer acquisition channels.

- Identify opportunities to leverage existing customer ecosystems for wealth management offerings.

- Establish governance frameworks for managing strategic partnerships.

- Conduct regular business reviews with stakeholders to monitor partnership performance.

Cross-Sell & Business Development:

- Develop and implement cross-selling strategies across multiple business units.

- Collaborate with sales, relationship management, and product teams to maximize business opportunities.

- Generate qualified wealth management leads through internal referral channels.

- Monitor conversion ratios and optimize acquisition strategies.

- Identify new customer segments and partnership opportunities to expand market reach.

Customer Acquisition Strategy:

- Design initiatives that enhance customer engagement and improve acquisition efficiency.

- Work closely with marketing and digital teams to execute customer acquisition campaigns.

- Analyze customer behavior, market trends, and competitive intelligence to improve business strategies.

- Develop programs that increase customer lifetime value and strengthen client relationships.

Stakeholder Management:

- Build strong working relationships with senior leaders across business functions.

- Coordinate with product, operations, compliance, technology, and marketing teams to ensure seamless execution.

- Present business updates, strategic recommendations, and project outcomes to leadership.

- Facilitate cross-functional collaboration to achieve organizational objectives.

Performance Monitoring & Reporting:

- Define KPIs for strategic initiatives and partnership programs.

- Prepare business dashboards, MIS reports, and management presentations.

- Track revenue contribution, lead generation, cross-sell performance, and customer acquisition metrics.

- Drive continuous process improvements through data-driven insights.

Required Skills:

- Strong business strategy and partnership management experience.

- Excellent project and program management skills.

- Strong stakeholder management and relationship-building abilities.

- Experience in customer acquisition, business development, or channel management.

- Excellent analytical and problem-solving capabilities.

- Strong presentation and communication skills.

- Ability to manage multiple strategic initiatives simultaneously.

- Advanced proficiency in Microsoft Excel and PowerPoint.

- Strong commercial acumen with an understanding of wealth management or financial services.

Preferred Qualifications:

- MBA / PGDBA / PGPM from a recognized institute.

- 4-7 years of experience in Strategy, Business Development, Strategic Partnerships, Wealth Management, Banking, NBFCs, Financial Services, or Consulting.

- Experience in managing cross-functional projects and strategic alliances is preferred.

Desired Competencies:

- Strategic thinking and business acumen.

- Strong ownership and execution focus.

- Excellent collaboration and influencing skills.

- Customer-centric approach with a growth mindset.

- High adaptability in a fast-paced business environment.

- Strong analytical and decision-making abilities.

- Effective negotiation and stakeholder management skills.

- Results-driven with excellent organizational and planning capabilities.

- Ability to identify growth opportunities and execute scalable business initiatives.