AVP - Partner Success

1 Finance

Mumbai

12-18 Years

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Posted 30 days ago
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Job Description

Serve as the main point of contact for partners, building trust and fostering long-term relationships
Understand partners business goals, challenges, and needs to provide tailored support and solutions
Identifying new sources for onboarding partners or homegrown QFAs from
Evaluating them and finalising agreement terms with them for the given partnership
Identifying new models and terms for partnerships
Assist in onboarding new partners, ensuring they are well-versed in the company s services, and processes
Provide training and guidance to partners to enhance their capabilities and align with company objectives and expectations
Regularly review partner performance metrics and provide actionable insights to improve outcomes
Plan for on-going trainings and workshops
Address and resolve partner inquiries, concerns, or challenges promptly and effectively
Identify opportunities for collaboration and growth to drive mutual success.
Work closely with internal teams (e.g., Sales, Marketing, Product) to address partner needs and improve service offerings
Prepare and deliver regular reports on partner performance and engagement activities.
Gather feedback from partners to share with internal teams for continuous improvement
Stay updated on industry trends, competitor activities, and market opportunities to provide strategic recommendations to partners
Qualified with CFP/CWM/QPFP/NISM XA XB
Proven experience in partner/client relationship management, customer success, or a similar role
Excellent communication, negotiation,people and interpersonal skills
Strong problem-solving abilities and a proactive mind-set
Ability to analyze data and provide actionable insights.Ability to work independently and as part of a team in a fast-paced environment

More Info

Job Type:

Permanent Job

Industry:

Banking

Role:

VP /GM /Head - Sales

Function:

Sales/Business Development

Employment Type:

Full time

Open to candidates from:

Indian

About Company

1 Finance

1 Finance Private Limited is a reimagined personal finance institution that offers qualified, unbiased, and hyper-personalised advisory on ones personal finances including but not limited to assets, liabilities, income, expenses, and insurance.

Job ID: 117127645

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