Surya Veena Adarsh Niketan Trust - Program Manager - Investment - IIM/ISB/FMS/MDI (5-7 yrs)

Description:

Mandatory:

1. Should have worked or experienced in Wealth & investment related products like bonds, SIP, Tax or Gold funds, Insurance, etc.

2. Interest in Financial and wealth management products like SIP, Tax or Gold funds, Insurance, etc.

3. Strong analytical skills as it is a Data related job

4. NEED CANDIDATE FROM TIER 1 COLLEGE ONLY

Do Not send wealth or investment product sales profile as it is not a sales role.

In this role, you have the opportunity to :

- Driving 0-1 growth on our Wealth tech

- Co-create 0-1, 1-100 strategy for driving investments business

- Manage relationships with NBFC partners & Technical Service Providers (TSPs)

- Lead execution to drive business initiatives and growth.

- Analyze & ideate on business health & future growth; closely working with data science teams

- Drive high consumer satisfaction

- Work with external stakeholders

- Identify & onboard partners for future growth

- Work with current partners in building SOPs, troubleshooting, recon etc

- Internal stakeholders management - drive positive outcomes for business fulfilment

- Product and tech to optimise for Time to Market for new business avenues

- Scale business, execute campaigns by collaborating with Growth & Marketing teams

- Drive business outcomes with CX teams' collaboration

Responsibilities will include :

- Managing and overseeing our partnerships with NBFC/Wealth-tech partners, driving strategic business objectives for the Investments platform, and supporting operational excellence.

1. Functional Expertise:

- Drive the early-stage development of a new product, lead the growth journey in wealth tech.

- Develop and execute strategies to accelerate the investments business.

- Oversee and manage partnerships with NBFCs and TSPs, ensuring smooth operations and integration.

- Lead data-driven decision-making by analysing business health and collaborating with data science teams.

- Ensure optimization & enhancements on the business KPIs by working closely with product and tech teams.

2. Problem Solving:

- Collaborate with partners & internal stakeholders to develop processes, troubleshoot issues, and manage reconciliation processes.

- Develop strategies to ensure high customer satisfaction by addressing business pain points.

- Oversee customer and regulatory escalations, collaborating closely with support teams to ensure timely resolution within the specified TATs.

- Tackle challenges related to business growth and scalability through data insights and innovative ideas.

3. Interaction:

- Build and maintain key relationships with NBFC partners, TSPs, and other external stakeholders to drive business growth.

- Work cross-functionally with internal teams, including product, tech, growth, marketing, and customer experience teams, to drive business initiatives and ensure smooth execution.

- Project management for onboarding new partners and manage ongoing partnerships.

- Lead cross-team efforts to execute campaigns and achieve business goals.

Qualifications:

- Graduation / PG from Tier 1 College only

- 5-7 years of experience

Skills, Experiences & Behaviors:

- Business planning & strategy building

- Plan & drive growth initiatives (understanding P&L, impact analysis)

- Prior experience in onboarding & managing partnerships/alliances

- Ability to analyze & comprehend data to derive meaningful outcomes (SQL would be a plus)

- Project management

- Stakeholder management - internal & external