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Key Account Manager

WillJini · Mumbai, India

FULL TIME

Job Description

• 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 co

Details

CompanyWillJini
LocationMumbai, India
TypeFULL TIME
Nichefinance

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