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416
Applications:  73
Recruiter Actions:  61

Job Code

1712300

Partnerships & Alliances Role - Investment/Wealth Advisory

Zecruiters Jobconnect.7 - 8 yrs.Mumbai/Bangalore
Posted 1 month ago
Posted 1 month ago

Description:

This role will be responsible for:

- Building and managing partnerships with corporates, NBFCs, fintech platforms, and consumer brands

- Driving employee engagement programs across organizations

- Creating structured cross-promotion alliances

- Leading a small team of partnership executives

- Contributing strategically to revenue growth through channel development

- The ideal candidate should have 710 years of experience in alliances, partnerships, or institutional sales, along with a strong existing professional network.

Key Responsibilities:

1. Strategic Partnerships & Alliances:

- Identify, evaluate, and onboard strategic partners, including NBFCs, fintech platforms, consumer brands, and corporate organizations.

- Structure win-win commercial arrangements for revenue-sharing models, cross-promotions, and white-label advisory offerings.

- Negotiate commercial terms and close partnership agreements.

- Build long-term alliance frameworks rather than transactional deals.

2. Corporate & Employee Engagement Initiatives:

- Pitch and execute financial wellness programs for corporates.

- Develop and sell structured engagement formats such as financial planning webinars, on-site seminars, financial awareness workshops, corporate stalls/desk setups, and leadership roundtables.

- Build a repeatable corporate outreach pipeline and customized employee advisory programs.

- Work closely with HR, L&D, and Admin departments of companies.

3. Proposal Development & Pitching:

- Create high-quality partnership decks and proposals.

- Develop customized pitches tailored to each institution.

- Present confidently to CXOs, HR Heads, and senior stakeholders.

- Translate our client's advisory model into compelling B2B value propositions.

4. Revenue & Growth Ownership:

- Own partnership revenue targets.

- Develop quarterly and annual alliance growth strategies.

- Track conversion metrics from partnerships.

- Optimize engagement-to-client acquisition funnel.

5. Team Leadership & Execution:

- Lead and mentor junior partnership executives.

- Set targets and KPIs for the team.

- Ensure disciplined follow-up and CRM tracking.

- Build SOPs for outreach, onboarding, and partner management.

- Collaborate closely with Marketing for campaign execution, the Advisory Team for service delivery alignment, and the Product Team for integration opportunities.

6. Market Intelligence & Opportunity Identification:

- Track emerging partnership opportunities in wealthtech, the NBFC ecosystem, and the corporate employee benefit space.

- Identify white-space opportunities for scaling our client's distribution.

- Benchmark against competitors partnership strategies.

Experience:

- 7 years of experience in business development, strategic alliances, institutional sales, and corporate partnerships.

- Prior experience in financial services, fintech, wealth management, NBFCs, or banking preferred.

Skills & Competencies:

- Strong professional network in Mumbai corporate ecosystem.

- Excellent communication and presentation skills.

- Proven ability to close high-value partnership deals.

- Strong commercial negotiation skills.

- Strategic thinking with execution capability.

- Ability to build structured proposals and pitch decks.

- Leadership mindset with team management experience.

- Self-driven and target-oriented.

Educational Qualifications:

- Bachelors degree (mandatory).

- MBA (Marketing/Finance).

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Posted by

Job Views:  
416
Applications:  73
Recruiter Actions:  61

Job Code

1712300

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