AVP - Partner Success

Serve as the main point of contact for partners, building trust and fostering long-term relationships Understand partners business goals, challenges, and needs to provide tailored support and solutions Identifying new sources for onboarding partners or homegrown QFAs from Evaluating them and finalising agreement terms with them for the given partnership Identifying new models and terms for partnerships Assist in onboarding new partners, ensuring they are well-versed in the company s services, and processes Provide training and guidance to partners to enhance their capabilities and align with company objectives and expectations Regularly review partner performance metrics and provide actionable insights to improve outcomes Plan for on-going trainings and workshops Address and resolve partner inquiries, concerns, or challenges promptly and effectively Identify opportunities for collaboration and growth to drive mutual success. Work closely with internal teams (e.g., Sales, Marketing, Product) to address partner needs and improve service offerings Prepare and deliver regular reports on partner performance and engagement activities. Gather feedback from partners to share with internal teams for continuous improvement Stay updated on industry trends, competitor activities, and market opportunities to provide strategic recommendations to partners Qualified with CFP/CWM/QPFP/NISM XA XB Proven experience in partner/client relationship management, customer success, or a similar role Excellent communication, negotiation,people and interpersonal skills Strong problem-solving abilities and a proactive mind-set Ability to analyze data and provide actionable insights.Ability to work independently and as part of a team in a fast-paced environment