Associate-Partnerships

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&aposll work closely with the Partnerships Lead and cross-functional teams to maintain CRM discipline, resolve attribution issues, and drive performance across your partner portfolio.

Key Responsibilitie

1.Partner Outreach & Onboardi

ngDrive 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 propositio

n.2.Referral Partner Relationship Manageme

ntMaintain strong engagement with your portfolio of partners. Build trust, resolve queries, and provide regular updates to ensure ongoing motivation and lead generatio

n.3.Lead Entry & Attribution Accura

cyEnsure all leads from your partners are entered into the CRM correctly and on time, with the right tagging and partner attribution. Proactively track attribution gaps and resolve them in coordination with relevant team

s.4.Funnel Health Monitori

ngTrack the journey of leads sourced through your partners — from entry to empanelment and activation. Identify bottlenecks and collaborate with internal teams to improve conversio

n.5.CRM Hygiene & Data Ownersh

ipKeep all your partner and lead records updated with proper tagging, contact information, and funnel stage data. Ensure your pipeline is always accurate and audit-read

y.6.Monthly Reviews & Communicati

onConduct regular check-ins and performance reviews with your active partners. Capture feedback, identify what's working, and share insights with the internal tea

m.7.Payout & Dispute Coordinati

onWork with the finance and operations teams to ensure referral payouts are accurate and timely. Flag disputes early and coordinate resolutions professionall

y.8.Cross-Team Collaborati

onCollaborate closely with the Business Acquisition team to ensure timely lead follow-ups and with Marketing to optimize partner acquisition campaigns and outreach conten

t.

Requireme

• nts3–4 years of experience in Business Development, Partnerships, or inside sa
• lesProven ability to handle cold outreach, Account Management, and CRM workfl
• owsPrior experience in the Mutual Fund or Financial Services Industry is an advant
• ageFluent communication in English and Hindi (mandatory); additional languages are a bo
• nusStrong ownership mindset, with comfort in managing pipeline, relationships, and reporting simultaneou

sly

Locati on : Che

nnai

Compensa

tion : The offered compensation package will be based on the candidate's prior experience and current Cost to Company

(CTC)

Why Jo

rowth.

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Skills Required

Account Management, Crm