Key Responsibilities
- Strategic Partnerships & Business Development
- Develop and execute a comprehensive B2B partnership strategy spanning education financing (loans/Insurances and ancillary services)) and savings (mutual funds/FD/DigiGold).
- Build and nurture relationships with schools, universities, coaching institutes, financial planners, banks/NBFCs, AMCs, wealth advisors, and fintech platforms.
- Drive strategic alliances with key stakeholders to create a strong distribution ecosystem for both loans and investments.
- Identify cross-selling opportunities between education loan borrowers and investment (MF) customers to maximize value.
- Growth & Revenue Optimization
- Lead partner acquisition, engagement, and retention efforts to drive loan applications and mutual fund investments.
- Optimize loan distribution channels by collaborating with lenders, universities, and student advisory bodies.
- Expand the mutual fund business by onboarding IFAs, wealth managers, and digital distribution networks.
- Track and enhance conversion rates across both verticals, ensuring strong unit economics.
- Stakeholder & Relationship Management
- Build and maintain C-level relationships with key financial and education sector partners.
- Collaborate with banks, NBFCs, and fintech players to streamline the education loan process and reduce drop-offs.
- Establish co-branded partnerships with AMCs and investment platforms for mutual fund distribution.
- Cross-functional Collaboration & Execution
- Work closely with Marketing, Product, Sales, and Compliance teams to align partnerships with business objectives.
- Enable seamless partner integration, ensuring operational efficiency in both loan disbursals and investment onboarding.
- Conduct training sessions for sales and advisory teams to enhance product knowledge and sales effectiveness.
Key Requirements
- Experience & Industry Knowledge
- 3+ years in B2B partnerships, strategic alliances, or business development within financial services, ed-fintech, or investment management.
- Deep understanding of education loans (NBFCs, Banks, Universities) and mutual funds distribution (AMCs, IFAs, digital wealth platforms).
- Strong network within banks, NBFCs, mutual fund distributors, schools, and universities
- Skills & Capabilities
- Proven experience in structuring high-value partnerships, negotiating contracts, and executing deals.
- Strong analytical mindset with an ability to track partner performance and drive data-backed decisions.
- Leadership skills to drive cross-functional collaboration and influence senior stakeholders.
- Understanding of regulatory requirements (RBI, SEBI, AMFI guidelines) affecting loans and mutual funds.
What You Can Expect In Return
- ESOPs basis performance
- Health insurance
- Statutory benefits like PF & Gratuity
- Flexible Working structure
- Professional development opportunities
- Collaborative and inclusive work culture
About EduFund
EduFund is India's first dedicated education-focused fintech platform, built to help Indian families plan, save and secure their child's education. Founded in 2020, our mission is to remove financial stress from education planning.
We offer a full suite of solutions, including investments, education loans, visa and immigration support, international remittance, and expert counselling, making it India's only end‑to‑end education financial planning platform.
Whether it's saving early or funding a degree abroad, EduFund helps parents make smarter financial decisions for their child's future.
With 2.5 lakh+ families, 40+ AMC partners, 15+ lending partners, and a growing presence across Tier 1 and Tier 2 cities, EduFund is becoming the go-to platform for education financing in India. In July 2025, EduFund raised $6 million in Series A funding, led by Cercano Management and MassMutual Ventures, bringing the total capital raised to $12 million.
Website - https://www.edufund.in/
Skills: data analysis,b2b partnerships,negotiation,b2b,mutual funds,education financing,mutual funds distribution,leadership,regulatory compliance,loan,cross-selling,strategic alliances,regulatory knowledge,partnerships,mutual fund distribution,fintech,business development,relationship management,cross-functional collaboration,loan distribution,investment
