Executive Partnership Manager
2 days ago
Wealth Management Opportunity
Money and Wealth is a firm based in Pune with agency partnership. We are seeking a Business Executive to identify potential partners, establish and maintain business relationships, and negotiate and close deals.
About the Role:
This is a full-time role located in Pune. The Business Executive will be responsible for generating leads and establishing contact with mutual fund distributors, income tax professionals, and chartered accountants. They will also provide information about our partnerships and business opportunities for them.
Responsibilities:
- Create New Opportunities:
- Generate leads and establish contact with potential partners.
- Provide information about our partnerships and business opportunities.
- Convince them to join as advisors/agency partners.
- Onboard Partners:
- Complete documentation, training, schedule their exam, and complete onboarding.
- Help them commence their initial business.
- Digital Marketing:
- Create daily content for digital marketing and post on social media platforms.
Requirements:
- Excellent interpersonal and communication skills, with the ability to build strong relationships.
- Experience in business development, partnership management, and negotiation.
- Finance, wealth management, and insurance industry awareness.
- Good written and verbal communication skills.
- Strategic thinking and analytical skills.
- Ability to work independently and as part of a team.
- Bachelor's degree in business administration, marketing, or a related field.
- Proficiency in Microsoft Office Suite.
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