Role & responsibilities
Key Responsibilities:
1. Strengthen UK-Led Corporate Engagement
- Act as the local engagement lead for India delivery centres of employers with existing relationships in the UK.
- Align all regional activity with UK BD priorities and employer plans.
- Support implementation of services agreed through UK-led negotiations.
2. Build Targeted Relationships Across India
- Maintain strong relationships within key regions (Mumbai, Pune, Bangalore, Chennai, Delhi).
- Identify local capability needs and opportunities to increase uptake of qualifications, training, and membership.
- Ensure consistent, high-quality engagement with employers and stakeholders.
3. Prepare for Future Market Expansion
- Map and initiate early engagement with large outsourcing providers not yet connected with (e.g., TCS, Infosys).
- Identify potential influence points for future collaboration and long-term opportunity.
- emerging market potential as offshore delivery evolves.
4. Deliver an Effective Engagement Model
- Use a blended model of virtual meetings and regular in-person visits to key hubs.
- Manage travel and activity efficiently and within agreed budgets.
5. Provide Market Insight & Intelligence
- Track developments in India-based UK pensions delivery and employer needs.
- Share timely insights to inform UK strategy, forecasting, and proposition development.
- Highlight risks, opportunities, and shifts in employer behaviour.
6. Support Membership, Training & Qualification Uptake
- Deliver targeted outreach aligned with UK-led programmes.
- Facilitate webinars, awareness sessions, and employer briefings.
- Guide individuals and employers
7. Support Regional Events & Engagement
- Assist with delivery of UK-led events and local engagement activities.
- Provide on-the-ground support where valuable to member or employer engagement.
Strong and consistent engagement with India delivery centres of UK-partner employers.
- Increased operational-level awareness and adoption of services.
- Clear contribution to commercially meaningful outcomes via India-linked activity.
- High-quality market insight provided to UK teams.
- Regular engagement across priority India regions within agreed budgets.
- Early relationship development with large outsourcing providers for long-term opportunity.
- Effective collaboration with UK BD, Membership, Qualifications, and Marketing teams.
Person Specification
Essential
- Strong relationship management experience within financial services, outsourcing, professional services, or capability development.
- Demonstrated ability to work with multinational organisations and support UK-led programmes from India.
- Ability to operate autonomously within a lean, engagement-focused model.
- Excellent communication skills and the ability to build credibility quickly.
- Strong analytical capability to provide actionable intelligence to UK leadership.
- Proactive, adaptable, and engagement-driven mindset.
Desirable
- Understanding of the UK pensions sector or adjacent financial services.
- Experience with outsourcing providers delivering services for UK markets.
- Familiarity with membership bodies or professional qualification frameworks.
- Existing networks within major India delivery hubs.
Personal Attributes & Competencies
- Professional Conduct: Upholds \
- standards as a professional body.
- Growth Mindset: Forward-thinking, proactive, and open to learning.
- Collaboration: Works respectfully and effectively with UK colleagues and stakeholders.
- Relationship Management: Builds trusted, long-term relationships.
- Commercial Awareness: Prioritises value and sustainable opportunity.
- Communication: Clear, confident, and credible.
- Adaptability: Comfortable with change and independent working.
- Organisation: Manages travel, engagements, and workload efficiently.
Working Model
- Location: India-based role with regular travel across key hubs.
- Working Pattern: Primarily remote, with proactive in-person employer engagement wherever
- Performance Bonus: Eligibility for a performance-related bonus, agreed at point of employment.
- Hours: When not engaged in in-person employer meetings, the role will typically work within UK business hours (afternoon to late evening India time).
- Reporting: Reports to the Chief Customer Officer (UK).
- Travel Expectations: Regular monthly regional travel, delivered efficiently and within budget.
- Contract Type: Permanent, subject to local employment regulations.