Lead - Distribution and Partnerships Risk and Continuity Practice
Reports to: Head, Risk Advisory & Continuity Practice

Role Overview: This role owns origination through two partner channels that feed the Risk Advisory & Continuity Practice without depending on Client Associates' own relationship managers.The first is the qualified-referral channel: law firms and consulting houses whose own client work puts them inside the moments that create capital gaps for UHNW families and promoters - a business sale, a buy-sell trigger, a generational handover, an estate or succession settlement. The job is to build standing, credible relationships with the partners at these firms, so that when such a moment surfaces in their client work, the practice is the first call. This is a relationship-capital role. Mandates are signed, not tickets closed.The second is the volume channel: DSA and MFD partners onboarded as referral partners and POSPs under Client Associates' Corporate Agent registration. The job here is to onboard partners, activate them, service them at volume,



and manage churn so the channel stays productive.The two channels run on different rhythms. The professional channel is low-volume and high-trust, and revenue lags by design. The volume channel is activation-led and is measured on partners signed, POSPs activated and leads routed. Holding both credibly is the hard part of this role, and the profile below is written with that in mind.

Key Responsibilities
• Professional-referral channel: Identify, approach and build relationships with senior partners at estate and succession law firms, M&A; and corporate law firms, tax and succession advisory boutiques, and independent family-office and wealth consultants.
• Structure and formalise professional-referral mandates with each partner firm - cumulative, relationship-based, with no churn.
• Introduce the practice's Two-Gap diagnostic (Event Gap and Transmission Gap) into partner firms' own client conversations, witho

📌 Lead - Insurance - Distribution and Partnerships (Mumbai Suburban)
🏢 Client Associates
📍 Mumbai Suburban