• Own the full life cycle of assigned partner accounts - onboarding, activation, enablement, and retention.
• Conduct regular in-person engagement with partners: review meetings, client seminars, co-branded events, and product training sessions.
• Track partner health metrics (referrals, client conversions, revenue per partner) and intervene proactively where engagement is low.
• Serve as the first point of contact for partner queries, escalations, and feedback - maintaining a high NPS among assigned partners.
• Identify and onboard Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), Wealth Managers, and CAs as WillJini distribution partners across assigned territories.
• Pitch WillJini's partner proposition - articulating the value of estate planning as a revenue and retention tool for financial advisors.
• Convert existing partner accounts into active, transacting partners