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AVP - Partner Success
1 Finance
posted 2mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Serve as the main point of contact for partners, building trust and fostering long-term relationships
- Understand partners business goals, challenges, and needs to provide tailored support and solutions
- Identifying new sources for onboarding partners or homegrown QFAs from
- Evaluating them and finalising agreement terms with them for the given partnership
- Identifying new models and terms for partnerships
- Assist in onboarding new partners, ensuring they are well-versed in the company s services, and processes
- Provide training and guidance to partners to enhance their capabilities and align with company objectives and expectations
- Regularly review partner performance metrics and provide actionable insights to improve outcomes
- Plan for on-going trainings and workshops
- Address and resolve partner inquiries, concerns, or challenges promptly and effectively
- Identify opportunities for collaboration and growth to drive mutual success.
- Work closely with internal teams (e.g., Sales, Marketing, Product) to address partner needs and improve service offerings
- Prepare and deliver regular reports on partner performance and engagement activities.
- Gather feedback from partners to share with internal teams for continuous improvement
- Stay updated on industry trends, competitor activities, and market opportunities to provide strategic recommendations to partners
Skills:
- Qualified with CFP/CWM/QPFP/NISM XA XB
- Proven experience in partner/client relationship management, customer success, or a similar role
- Excellent communication, negotiation,people and interpersonal skills
- Strong problem-solving abilities and a proactive mind-set
- Ability to analyze data and provide actionable insights.Ability to work independently and as part of a team in a fast-paced environment
Employment Type: Full Time, Permanent
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based on 32 employees
Flexible timing
Alternate Saturday off
No travel
Day Shift
1 Finance Benefits
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Job Training Doctor on Call services Education Assistance Financial Wellness Plans Performance based appraisals
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1 Finance Mumbai Office Location
Mumbai, Maharashtra Office
B 1101/1102, Lotus Corporate Park, Goregaon East
Mumbai, Maharashtra
400063
400063
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