Senior Associate - Institutional & B2B Partnerships

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 WillJini's 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

Skills Required

Estate planning, Business Development, Financial Products