Partner Relations at Tap Invest · Bengaluru (Bangalore) · 1 - 3 years · ₹5L - ₹7L / yr · Profitable · Posted 22 Sep 2026

Key Deliverables:
● We're looking for a Partner Relations
● This role involves building and strengthening our connections with investors to
guarantee their contentment and active engagement.
● Act as the go-to contact for any investor-related questions or correspondence.
● Maintain robust relationships with our current investors, ensuring they're well-informed
about how their investments are performing through regular updates and reports.
● Formulate and execute customer acquisition and retention strategies.
● Organise and manage investor events, meetings, and presentations, whether online or
face-to-face, to conduct investment awareness programs.
● Work closely with other departments, such as finance, legal, and management.
● Keep a pulse on market trends, competitor moves, industry norms and regulatory
updates.
Key Competencies and skills:
● Good understanding of Finance and Financial Products
● Outstanding ability to interact and communicate with others.
● Willing to work flexible hours, focusing on customers' needs.
● Dedication to continually learn and adapt in a rapidly changing investment scene.
● Excellent skills in both writing and speaking, capable of explaining complex financial
topics simply and directly.
● Excellent at building relationships and interacting with people, always putting the
customer first in managing investor relations.
● Capable of juggling multiple tasks and setting priorities in a busy setting.
● Attention to detail and has a keen ability to analyse and solve problems.

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Key Deliverables:
● We're looking for a Partner Relations ● This role involves building and strengthening our connections with investors to guarantee their contentment and active engagement. ● Act as the go-to contact for any investor-related questions or correspondence. ● Maintain robust relationships with our current investors, ensuring they're well-informed about how their investments are performing through regular updates and reports. ● Formulate and execute customer acquisition and retention strategies. ● Organise and manage investor events, meetings, and presentations, whether online or face-to-face, to conduct investment awareness programs. ● Work closely with other departments, such as finance, legal, and management. ● Keep a pulse on market trends, competitor moves, industry norms and regulatory updates.
Key Competencies and skills:
● Good understanding of Finance and Financial Products ● Outstanding ability to interact and communicate with others. ● Willing to work flexible hours, focusing on customers' needs. ● Dedication to continually learn and adapt in a rapidly changing investment scene. ● Excellent skills in both writing and speaking, capable of explaining complex financial topics simply and directly. ● Excellent at building relationships and interacting with people, always putting the customer first in managing investor relations. ● Capable of juggling multiple tasks and setting priorities in a busy setting. ● Attention to detail and has a keen ability to analyse and solve problems.
Key Responsibilities Client Acquisition & Relationship Management Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives. Develop and maintain long-term relationships by delivering personalized investment advisory services. Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons. Recommend suitable investment opportunities across fixed-income and alternative investment products. Build trust through proactive portfolio reviews and continuous engagement. Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products Monitor market trends, interest rates, and economic developments to provide timely investment recommendations. Ensure investment recommendations align with clients' financial objectives and risk profiles. Stay updated on regulatory developments impacting investment products.
Job description
We are looking for an experienced professional to lead our investment planning, project analysis, and company growth strategy. The ideal candidate should have strong experience in investment firms, banking, corporate strategy, or consulting.
Key Responsibilities
• Evaluate new projects and prepare financial models, ROI, and feasibility reports.
• Support investor meetings, funding discussions, and due diligence.
• Prepare business plans, pitch decks, and financial projections.
• Identify growth opportunities and drive company expansion strategies.
• Coordinate with internal teams to monitor project execution and KPIs.
1. Investment Planning & Evaluation
• Conduct financial feasibility studies for new projects and expansion initiatives.
• Build detailed financial models, ROI calculations, and risk analysis for investment decisions.
• Prepare investment proposals, valuation reports, and pitch decks for investors.
2. Funding & Investor Coordination
• Support leadership in meetings with investors, banks, and funding agencies.
• Coordinate due diligence materials, business plans, financial projections, and compliance documents.
• Evaluate various funding options (Equity, Debt, Grants, Strategic Investors).
Requirements
• MBA (Finance) / CA / CFA preferred.
• Strong skills in investment analysis, valuation, financial modelling & strategy.
• Excellent communication and presentation skills.
• Experience in tech or EdTech companies is a plus.
Investment banking
• Corporate finance
• Venture capital
• Strategy consulting
• FP&A roles in high-growth companies
Why Join Us?
• Work directly with founders on growth and investment decisions.
• High-impact role in a rapidly scaling tech company.
Job Description – Channel Partner Department: Business Development / Partnerships Designation: Channel Partner Location: Bangalore / Bengaluru Employment Type: Full-time Experience: 2–6 years Industry: Fintech / Financial Services / Investments About the Role
We are looking for a driven and relationship-oriented Channel Partner to build, manage, and grow our network of strategic channel partners. The role will involve identifying potential partners, establishing strong business relationships, onboarding them, and driving revenue through partner-led business. The ideal candidate should have strong communication and relationship-management skills, a business development mindset, and an understanding of the financial services or fintech ecosystem.
Key Responsibilities
1. Partner Acquisition
* Identify and onboard new channel partners aligned with the company's business objectives. * Build a strong pipeline of prospective partners through market research, networking, referrals, and direct outreach. * Conduct partner meetings, presentations, and product/business discussions. * Evaluate partner potential based on market reach, customer base, business capability, and revenue potential.
2. Partner Relationship Management
* Develop and maintain long-term relationships with existing channel partners. * Act as the primary point of contact for partners and address their business and operational requirements. * Understand partner needs and identify opportunities for deeper collaboration. * Conduct regular partner reviews and business discussions to drive engagement and productivity.
3. Business & Revenue Growth
* Drive business generation through the channel partner network. * Set and track partner-wise business targets and performance. * Identify opportunities to increase partner contribution and customer acquisition. * Develop initiatives to improve partner activation, productivity, and retention. * Work closely with internal sales and business teams to ensure timely execution and closure of opportunities.
4. Partner Enablement * Ensure partners have a clear understanding of the company's products, processes, and value proposition. * Coordinate product training, onboarding sessions, and sales enablement initiatives. * Provide partners with relevant product information, marketing material, and sales support. * Gather market and partner feedback and share actionable insights with internal teams.
5. Market Development * Identify new markets, partner segments, and business opportunities. * Track competitor activity, market trends, and partner expectations. * Build a strong understanding of the fintech and financial services ecosystem. * Develop strategies to expand the partner network and increase market penetration.
6. Cross-functional Collaboration
* Work closely with Sales, Product, Operations, Marketing, Compliance, and Customer Success teams. * Coordinate partner onboarding and ensure documentation and compliance requirements are completed. * Resolve partner-related operational issues by coordinating with relevant internal stakeholders. * Maintain accurate partner data, pipeline updates, and business reports.
7. Key Performance Indicators (KPIs)
* Number of new partners onboarded * Partner activation and productivity * Partner-generated revenue/business volume * Revenue contribution per partner * Partner retention and engagement * Conversion rate of partner-generated leads * Achievement of monthly/quarterly business targets * Expansion of the active partner network
Requirements *
2–6 years of experience in Channel Sales,
Partner Management, Business Development, Partnerships, or Relationship Management. * Experience in **fintech, financial services, investments, lending, wealth management, insurance, or related industries** is preferred. * Proven ability to build and manage external business relationships. * Strong communication, negotiation, and presentation skills. * Ability to identify business opportunities and convert them into partnerships. * Strong commercial understanding and target-oriented approach. * Comfortable working in a fast-paced and entrepreneurial environment. * Good analytical and problem-solving skills. * Willingness to travel for partner meetings and business development, when required.
What We Are Looking For
* Strong ownership and execution mindset. * Relationship builder with the ability to establish trust with partners. * High energy and proactive approach to business development. * Ability to work independently and manage multiple partner relationships. * Strong negotiation and stakeholder-management capabilities. * Customer and partner-first approach. * Ability to turn partnerships into measurable business outcomes.
Why Join Us?
* Opportunity to work in a fast-growing fintech environment. * Exposure to the fintech and financial services ecosystem. * Opportunity to build and scale strategic partnerships. * High ownership and visibility across business functions.
We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.
Key Responsibilities
Act as the primary point of contact for clients regarding investments and account-related queries
Assist customers with onboarding, documentation, and KYC processes
Handle queries related to mutual funds, portfolios, transactions, and statements
Resolve customer issues promptly via phone, email, and chat
Coordinate with internal teams (operations, advisors, compliance) for issue resolution
Maintain accurate records of customer interactions in CRM systems
Provide timely follow-ups and proactive customer communication
Required Skills & Qualifications
Bachelor’s degree in Finance, Business, Commerce, or related field
1–3 years of experience in customer support, banking, or wealth management
Basic knowledge of mutual funds, investments, and financial markets
Excellent verbal and written communication skills
Strong problem-solving and interpersonal abilities
Comfortable using CRM tools and MS Office
Customer-centric attitude with attention to detail
Job Title: Manager - Product, Finance & Actuarial
Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management
Location: Hyderabad
Job Type: Full-time
Job Summary
We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.
In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.
Key Responsibilities
- Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
- Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
- Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
- Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
- Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
- Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
- Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
- Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
- Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
- Create and maintain documentation for financial models, business processes, workflows, and product requirements.
- Support senior management with business analysis, product enhancements, and strategic initiatives.
Requirements
Qualifications & Skills
- Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
- Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
- 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
- Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
- Experience in financial modelling, reporting, and analytical problem-solving.
- Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
- Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
- Strong analytical, quantitative, and problem-solving abilities.
- Excellent communication and stakeholder management skills.
- Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
- Strong attention to detail with a continuous improvement mindset.
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
Hi! 👋 We’re currently looking for Business Development professionals for our Real Estate projects.
We have 2 opportunities available — you can choose the one that suits you best:
1️⃣ Full-Time B/D
• Fixed working hours
• Training & company support
• Leads provided
• Attractive incentives
• Long-term career opportunity
2️⃣ Freelance B/D
• Flexible working hours
• No fixed office timings
• Work based on your availability
• Earn attractive commission on every successful sale
• Ideal for people with a good network or sales experience
👉 Which option would you prefer — Full-Time or Freelance?
Please reply with your choice, and I’ll share the complete details.
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
Job Overview
Apprication Pvt ltd are seeking a proactive, results-driven Business Relationship Manager for a night shift role at our US-based POS software company located in Goregaon East.
Key Responsibilities:
- Onboard referral partners and expand the business network while building strong relationships
- Act as the primary contact, ensuring smooth communication and partner support
- Drive revenue through partner leads, conversions, and engagement strategies
- Monitor performance, resolve issues, and identify opportunities through market insights.
Key Requirements.
- 3–5 years of experience in partnership, business development, or relationship management
- Strong English communication, negotiation, and interpersonal skills
- Proven ability to build relationships and achieve targets
- Self-driven, with the ability to manage multiple partners and analyze performance metrics
Preferred Skills.
- Experience managing referral/affiliate programs, reporting dashboards, and strong stakeholder management skills with Excellent communication.
Job Type: Full-time
Education:
- Bachelor's (Preferred)
Experience:
- International voice process: 1 year (Required)
- Sales: 1 year (Required)
Work Location: In person
Location: Remote | Immediate Joining
Duration: 2 months (with potential PPO)
Stipend: ₹10,000 – ₹15,000/month + LoR
Important Note:
Email your resume, work samples, and a brief cover letter to us. Please include your relevant experience and why you believe you would be a good fit for the role.
About Crea8
"Will this product work for me?" sounds like a simple question. The skincare industry has spent decades making sure it isn’t. Most skincare content online is confusing, biased, or brand-driven. We think that's broken.
Crea8 (www.crea8.co.in) is a skincare personalisation engine that helps D2C brands guide every shopper to the right products. It combines skin profiling, ingredient-level formulation analysis, and explainable AI to deliver transparent, personalised recommendations that build trust, improve conversion, and increase customer lifetime value.
We're early stage, moving fast, and building something that matters in a space that desperately needs more honesty and simplicity.
Why this role exists
There's a rule we build this entire company around: no one cares about you. Not journalists. Not bloggers. Not the brands we're trying to sell. They care about what's useful to them and their audience. The email that says "please write about us" gets ignored. The pitch that hands someone a valuable story, a sharp data point, something they care about, gets a reply.
That's PR, and it's really just sales wearing a different outfit. You're a great marketer if you know how to sell. Instead of convincing a buyer to buy our product, you're convincing a stranger to spend their credibility on you, because what you're offering is genuinely worth their time.
What you'll actually do
Earned Visibility: Build relationships with journalists, independent bloggers, and creators across skincare, beauty, wellness, and the startup world. Get Crea8 talked about because the story earns it, not because we paid for it.
Distribution: Take what we're already writing and put it in front of people who aren't on our radar yet, communities, groups, and creators wherever our audience actually spends time.
You're a good fit if
- You can write a pitch that gives something before it asks for anything
- You're fine hearing NO a lot, and reaching out again anyway
- You think like a salesperson who thinks like a consultant
- You're okay with ambiguity. You'll work directly with me, not inside a structured corporate program
- You actually want to learn how early-stage startups build visibility from zero
Important Note:
Email your resume, work samples, and a brief cover letter to us. Please include your relevant experience and why you believe you would be a good fit for the role.
Job Overview
Apprication Pvt ltd are seeking a proactive, results-driven Business Relationship Manager for a night shift role at our US-based POS software company located in Goregaon East.
Key Responsibilities:
- Onboard referral partners and expand the business network while building strong relationships
- Act as the primary contact, ensuring smooth communication and partner support
- Drive revenue through partner leads, conversions, and engagement strategies
- Monitor performance, resolve issues, and identify opportunities through market insights.
Key Requirements.
- 3–5 years of experience in partnership, business development, or relationship management
- Strong English communication, negotiation, and interpersonal skills
- Proven ability to build relationships and achieve targets
- Self-driven, with the ability to manage multiple partners and analyze performance metrics
Preferred Skills.
- Experience managing referral/affiliate programs, reporting dashboards, and strong stakeholder management skills with Excellent communication.






