AssetPlus - Partnerships Specialist

3 days ago

Chennai, India AssetPlus Full time

the job:Role Overview:Were looking for a hands-on, detail-oriented Partnerships Speciliest to support the growth and management of our referral partner network.Your primary role is to onboard high-quality partners including trainers, CAs, and financial influencers and ensure they consistently generate leads and stay engaged.You'll work closely with the Partnerships Lead and cross-functional teams to maintain CRM discipline, resolve attribution issues, and drive performance across your partner portfolio.Key Outreach & Onboarding:- Drive structured outreach through calls, WhatsApp, emails, and LinkedIn to identify, pitch, and onboard relevant Referral Partners.- Ensure a smooth onboarding process and help partners understand our value proposition.Referral Partner Relationship Management:- Maintain strong engagement with your portfolio of partners.- Build trust, resolve queries, and provide regular updates to ensure ongoing motivation and lead generation.Lead Entry & Attribution Accuracy:- Ensure all leads from your partners are entered into the CRM correctly and on time, with the right tagging and partner attribution.- Proactively track attribution gaps and resolve them in coordination with relevant teams.Funnel Health Monitoring:- Track the journey of leads sourced through your partners from entry to empanelment and activation.- Identify bottlenecks and collaborate with internal teams to improve conversion.CRM Hygiene & Data Ownership:- Keep all your partner and lead records updated with proper tagging, contact information, and funnel stage data.- Ensure your pipeline is always accurate and audit-ready.Monthly Reviews & Communication:- Conduct regular check-ins and performance reviews with your active partners.- Capture feedback, identify whats working, and share insights with the internal team.Payout & Dispute Coordination:- Work with the finance and operations teams to ensure referral payouts are accurate and timely.- Flag disputes early and coordinate resolutions professionally.Cross-Team Collaboration:- Collaborate closely with the Business Acquisition team to ensure timely lead follow-ups and with Marketing to optimize partner acquisition campaigns and outreach 3-4 years of experience in Business Development, Partnerships, or inside sales- Proven ability to handle cold outreach, Account Management, and CRM workflows- Prior experience in the Mutual Fund or Financial Services Industry is an advantage- Fluent communication in English and Hindi (mandatory); additional languages are a bonus- Strong ownership mindset, with comfort in managing pipeline, relationships, and reporting simultaneously (ref:iimjobs.com)

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