About Happyness Factory:

Happyness Factory is a premier goal-based investing platform and an AMFI-registered Mutual Fund Distributor, based in Mumbai. Guided by our HappyRich philosophy, we help individuals understand the purpose behind their money, identify meaningful life goals and approach investing with greater clarity and discipline.

Our technology platform and human support help investors build financial awareness, make informed choices and stay focused on their long-term goals.

Role: Vice President Continuity Partner Business

Experience: 10-15+ Years

Preferred Industry: Mutual Funds / Asset Management Companies / Goal-Based Investing / Banking / Financial Distribution

Role Purpose:

The Vice President Continuity Partner Business will be responsible for driving the growth, profitability and partner experience of HFs Continuity Partner channel. The incumbent will serve as the primary point of contact for Continuity Partners, coordinate with Happyness Factorys support teams, support strategic client engagements and help build a scalable operating model for the channel.

Key Responsibilities:

- Serve as the primary SPOC for assigned Continuity Partners.

- Drive Partner business growth through structured Business Dialogues and growth initiatives.

- Support Partners in strategic client meetings involving high-value prospects and clients.

- Coordinate with Operations, Product & Planning, Technology, Marketing, Finance and Compliance to resolve Partner requirements.

- Monitor Partner KPIs, dashboards, profitability and overall business performance.

- Drive adoption of the HF ecosystem, processes and business systems.

- Lead Partner communication and engagement initiatives.

- Support the President in developing Partner strategy, scorecards, Partner Club and other business initiatives.

Key Success Measures:

- Partner Satisfaction & Retention

- AUM Growth

- SIP Growth

- Wallet Share Growth

- Business Profitability

- HF Ecosystem Adoption

- Quality of Business Dialogues

Candidate Profile:

Experience:

- 10-15+ years of experience in Mutual Funds, Asset Management, Goal-Based Investing, Banking or Financial Services.

- Strong experience managing Mutual Fund Distributors, IFAs or distribution partners.

- Exposure to channel sales, business development or relationship management.

- Good understanding of Mutual Fund products, financial concepts and client positioning.

Technical Skills:

- Strong analytical capabilities with advanced Microsoft Excel.

- Excellent PowerPoint and presentation skills.

- Comfortable with dashboards, CRM platforms and business analytics.

- Technology-savvy with exposure to AI-enabled productivity tools.

Behavioural Competencies:

- Excellent communication and presentation skills.

- Mature personality with strong relationship-building ability.

- Commercially oriented with strong ownership and execution.

- Ability to influence and engage entrepreneurial Partners.

- Multilingual capability will be an advantage.

Ideal Candidate:

A seasoned channel professional from an AMC, banking institution or financial distribution platform with strong experience managing distributor/IFA relationships. The ideal candidate should combine business growth, partner relationship management, analytics, communication and execution, with the ability to represent Happynessfactory in important client engagements.