01 Aug
|
WillJini
|
Maharashtra
01 Aug
WillJini
Maharashtra
• Own the full life cycle of assigned partner accounts - onboarding, activation, enablement, and retention. • Identify and onboard Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), Wealth Managers, and CAs as WillJini distribution partners across assigned territories. • Pitch WillJini's partner proposition - articulating the value of estate planning as a revenue and retention tool for financial advisors. • Convert cold and warm leads into active, transacting partners. • Conduct regular in-person engagement with partners: review meetings, client seminars, co-branded events, and product training sessions. • Track partner health metrics (referrals, client conversions, revenue per partner) and intervene proactively where engagement is low. • Serve as the first point of contact for partner queries, escalations, and feedback - maintaining a high NPS among assigned partners.
📌 Key Account Manager (Maharashtra)
🏢 WillJini
📍 Maharashtra