13 Aug
|
AssetPlus
|
Chennai
Job Title: Senior Associate – Referral Partnerships
Function: Marketing
Reports to: Associate Manager – Partnerships
Location: Chennai
About the Role AssetPlus is building a referral partner ecosystem to onboard Mutual Fund Distributors (MFDs) — both existing ARN holders and aspiring candidates — onto its platform. The Senior Associate will support the identification, onboarding, and activation of institutional referral partners (training institutes, CFA/CFP academies, insurance and real estate broking firms, bank/corporate channels, CA bodies, and financial content creators) who refer candidates into AssetPlus's MFD pipeline.
Key Responsibilities
Identify and shortlist prospective institutional referral partners across target categories and cities, using AUM/city data and ICP mapping to prioritize outreach
Support partner onboarding: coordinate agreement execution, payout structure explanation (Empanelment → Activation → Super-Starter milestones), and onboarding logistics
Track partner performance — referrals sourced, empanelment-to-activation conversion,
payout processing — and flag underperforming or high-potential partners
Coordinate with AssetPlus Academy on training pathways (NISM V-A) for captive-segment referrals sourced through partners
Maintain partner relationship cadence — check-ins, issue resolution, renewal support
Assist in preparing partner-facing collateral (pitch decks, payout explainers, category-specific outreach material)
Support content creator partnership tracking (deliverables, integrated video cadence, referral-linked payouts where applicable)
Report weekly/monthly on pipeline health, recent partner additions, and category-wise empanelment numbers to the Associate Manager
Requirements
2–4 years' experience in partnerships, business development, channel sales, or B2B relationship management (BFSI/EdTech/fintech preferred)
Understanding of mutual fund distribution, ARN/NISM certification process, or willingness to learn quickly
Strong communica
📌 Senior Associate – Referral Partnerships (Chennai)
🏢 AssetPlus
📍 Chennai