Associate, Account Services

2 weeks ago


India AssetPlus Full time
Role Overview We're looking for a hands-on, detail-oriented Partnerships Associate 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.

Partner 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.

~ Ensure all leads from your partners are entered into the CRM correctly and on time, with the right tagging and partner attribution. Funnel Health Monitoring

CRM Hygiene & Data Ownership

Keep all your partner and lead records updated with proper tagging, contact information, and funnel stage data. Conduct regular check-ins and performance reviews with your active partners. Work with the finance and operations teams to ensure referral payouts are accurate and timely. Collaborate closely with the Business Acquisition team to ensure timely lead follow-ups and with Marketing to optimize partner acquisition campaigns and outreach content.

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

~
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