Wealth Manager
2 months ago
Asthe Assistant Manager / Senior Executive of Partnership andStrategic Alliances for our wealth management business you will bethe face of the company externally and the SPOC for allcommunication with other wealth management partners for businessalliances to achieve the company s strategicobjectives.
Responsible for onboarding partners/ IFA s ( Independent FinancialAdvisors ) Responsible for business volumeswith each partner and ensuring scaleup ofpartnership Ensure complete documentationand agreements are in order and timely updates asrequired Endtoend onboarding of partners forlead generation to commercial negotiations technical integration& closing. Responsible for daytodayliaising with wealth management partners ensuring a smooth flow ofoperations Ensure all tasks deliverables anddocumentation and lending agreements are created with the highestlevel of accuracy. Driving integration onall aspects of the strategic partnership acrossdepartments Develop business processes toensure operational efficiency andprofitability. Responsible for meetingmonthly quarterly and yearly businesstargets Outstanding written and verbalcommunication skills with the ability to convey issues clearly andconcisely. Planning for consistent growth inkey business metrics in line with company objectives as well asproviding an accurate monthly forecast ofopportunities. Engage with prospectivepartners and manage endtoend onboarding process to drivegrowth Nurture partner relations and giveinsights on overall business performance and efficient industrypractices.
Whatyoud need to bring to thetable:1. Business MetricsAcquisition Monetisation (ARPU) RetentionChurn2. Comes with Hunter mindset togenerate the leads and drive the opportunity forpartnership3. User Research andInsights4. Growth: Engagement StrategyAcquisitions Referrals Content5. Requiredexperience of 14 years in a similar role in a WealthTech firm is amust.
AboutCompanyCASHe For timely EMIpayments or squaring monthly bills making a major purchase that youso desired taking a vacation to unwind or meeting a medical orfinancial emergency keep the power of CASHe in your smartphone. Apersonal loan from CASHe that help you stitch intime.CASHe a cuttingedge fintech productfrom Aeries Financial Technologies Pvt. Ltd. enables shorttermpersonal loans to young salaried professionals on a simple yetpowerful app. Powered by a proprietary predictive algorithm calledThe Social Loan Quotient (SLQ) that creates a sophisticated creditprofile of consumers totally different from conventional banks andcredit agencies. CASHe enables young professionals to get loanswithin minutes without paperwork andpain.Website:
business metrics,documentation,userresearch and insights,alliances,acquisition strategy,referrals,leadgeneration,wealthtech,operational efficiency,industrypractices,growth: engagement strategy, acquisitions, referrals,content,user research,management,engagementstrategy,onboarding,partner relations,business alliances,contentstrategy,wealth,strategic partnership,wealth management,businessprocesses,partnership management,communication skills,operationsmanagement,liaising,negotiation,verbalcommunication,forecasting
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