Manager - Institutional Partnerships & New Initiatives
2 days ago
Role & responsibilities
- Work directly with the Founding Team to build the Institutional B2B vertical
- Manage all existing key relationships
- Drive outbound efforts to identify and onboard new B2B partners across the BFSI space (banks, wealth managers, insurers, NBFCs, IFAs).
- Build strong, long-term relationships with senior stakeholders and decision-makers.
- Pitch WillJinis Estate Planning and Inheritance solutions to potential partners and help them integrate our offerings into their client engagement models.
- Collaborate with internal teams on new partnership initiatives, pilots, and co-branded campaigns.
- Track and report on pipeline, conversions, and revenue contribution from partnerships.
Preferred candidate profile
- 3-5 years experience in BFSI (banks, insurance, wealth management, or fintech).
- Strong understanding of financial products and distribution channels.
- Excellent communication and presentation skills to engage senior stakeholders.
- Self-driven, entrepreneurial mindset with ability to execute outbound business development.
- Comfort working in a growth-stage, dynamic environment.
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