Key Account Manager

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 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 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.