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
| Company | WillJini |
| Location | Mumbai, India |
| Type | FULL TIME |
| Niche | finance |
