Strategic Wealth Alliance Manager

6 days ago

Surat, Gujarat, India ConsultBae India Private limited Full time

About the Role

As Assistant Manager/Senior Executive of Partnership and Strategic Alliances for ConsultBae India Private Limited, you will be the face of the company externally and the single point of contact for all communication with other wealth management partners for business alliances to achieve the company's strategic objectives. This role requires a strong understanding of business metrics and the ability to drive growth through engagement strategies, acquisition, and referrals. The ideal candidate will have a hunter mindset to generate leads and drive opportunities for partnerships. Key responsibilities include onboarding partners, ensuring scale-up of partnerships, and developing business processes to ensure operational efficiency and profitability. Strong communication skills, both written and verbal, are essential for this role as you will be responsible for liaising with wealth management partners, ensuring a smooth flow of operations, and providing accurate monthly forecasts of opportunities. If you have a growth mindset and are passionate about driving business growth, we encourage you to apply for this exciting opportunity.

Key Responsibilities

• Responsible for onboarding partners/IFAs (Independent Financial Advisors)
• Responsible for business volumes with each partner and ensuring scale-up of partnerships
• Ensure complete documentation and agreements are in order and timely updates as required
• End-to-end onboarding of partners for lead generation to commercial negotiations, technical integration, and closing
• Responsible for day-to-day liaising with wealth management partners, ensuring a smooth flow of operations
• Ensure all tasks, deliverables, and documentation are created with the highest level of accuracy
• Driving integration on all aspects of the strategic partnership across departments
• Develop business processes to ensure operational efficiency and profitability
• Responsible for meeting monthly, quarterly, and yearly business targets
• Outstanding written and verbal communication skills with the ability to convey issues clearly and concisely

Requirements

We are looking for a highly motivated and experienced professional with a minimum of 14 years of experience in a similar role in a WealthTech firm. Key requirements include:
• Business metrics: acquisition, monetization (ARPU), retention, and churn
• Hunter mindset to generate leads and drive opportunities for partnerships
• User research and insights
• Growth: engagement strategy, acquisitions, referrals, content

About Us

ConsultBae India Private Limited is a cutting-edge fintech product that enables short-term personal loans to young salaried professionals on a simple yet powerful app. Powered by a proprietary predictive algorithm called The Social Loan Quotient (SLQ), which creates a sophisticated credit profile of consumers, totally different from conventional banks and credit agencies. We enable young professionals to get loans within minutes without paperwork and pain.

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