Key account manager

WillJini · Mumbai, India

• Own the full life cycle of assigned partner accounts - onboarding, activation, enablement, and retention.

• Identify and onboard Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), Wealth Managers, and CAs as Will Jini distribution partners across assigned territories.

• Pitch Will Jini's partner proposition - articulating the value of estate planning as a revenue and retention tool for financial advisors.

• Convert cold and warm leads into active, transacting partners.

• 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.