Job Requirements:

• Graduate / Postgraduate
• Minimum 7-10 years of work experience with prior experience in partnership management in a sales oriented role.
• Past experience of managing internal (Group level) partnerships will be an added plus
• Knowledge of wealth business like MF, Equity, Bonds, Insurance. Candidates with existing
• certification in MFs will be preferred
• Knowledge of Competition & Current trends in financial Industry
• Location: Bangalore, Chennai, Hyderabad & Ahmedabad

• Continuously scan the bank ecosystem and identify partnership opportunities with different Bank channels
• Regular demos at branch /cluster level to ensure engagement and keeping the channel partners updated on the new features
• Establish sustainable, beneficial relationships to drive customer acquisition for the SmartWealth offering through these partnerships with other bank channels
• Identify and negotiate partnership frameworks with Bank channels – play a role in creating win-win propositions for bank channels as well as for the SmartWealth team
• Gain mindshare and wallet-share of various bank channels.
• Work with Bank channel teams to create the Partnership construct
• Plan and execute channel strategy
• Define and track channel KPIs – Meet input (Territory coverage, Meetings/ demos for
• channel partners etc.) and output (App Downloads, App registrations, Net Sales, AUM etc.) goals defined for the channel o Setup framework for structured reviews within bank for the new channel o Monitor, measure and evaluate existing partner relationships with the objective of constant improvement Stakeholder Management
• Plan and execute internal R&R campaigns and create engagement beyond R&R, like training sessions etc.
• Coverage of assigned territory to create and maintain good relationship across hierarchy in bank specially Branch Banking.
• Ensure internal & external collaboration – Assist team in overcoming any challenges with
• Bank channels to ensure effective and sustainable relationships are maintained
• Test and review app and give feedback to the Tech and Product team
• Trainig & Development
• Functional/ Industry Knowledge: Keep updated on functional and industry knowledge;
• Constantly be aware of changing market conditions, product development and competitors abilities.
• Developing people & relationships: Set a positive example, guide colleagues (as required) through new tasks, builds rapport with others
• Research excellence: Strong level of knowledge in mutual funds, Insurance and relate areas
• Result and Process Orientation: Focus on creating measures of excellence
• Participate in meetings to provide regular industry updates, new product offerings, offerings by competitors etc
• Risk Management & Compliance
• Ensure 100% adherence to all desk processes and that any exceptions highlighted by
• Supervisor / Product / Audit are rectified immediately to align with bank policies
• Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties):
• Internal: Wealth Product, Research, Service, Tech teams, Various Bank channel teams
• External: Regulators, Subsidiary/ Group companies, Insurance service providers, Mutual Fund houses, Registrar and transfer agents.