Partner Relations

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. 

Entrepreneur in Residence - Fundraising

Location: New Delhi | Work Mode: On-site | Experience: 5+ years

About the Role

IDEASHACKS is looking for an Entrepreneur in Residence to work directly with the Founder and take ownership of capital strategy, fundraising and investor readiness.

Your role is to take IDEASHACKS from business → investment-ready → investor pipeline → fundraising → capital deployment.

This is a high-ownership role for someone who understands deals, capital and execution.

What You'll Do

• Own and execute IDEASHACKS' fundraising strategy across equity, debt and structured capital.
• Build financial models, projections, valuation scenarios and investor materials.
• Identify and build relationships with VCs, PE funds, family offices, strategic investors, lenders and other capital providers.
• Build and manage the investor pipeline and drive conversations from first contact to closure.
• Lead fundraising processes, due diligence, investor data rooms and follow-ups.
• Evaluate new locations, ventures and partnerships from a commercial and capital perspective.
• Work directly with the Founder on capital allocation, expansion strategy and strategic finance.

What We're Looking For

• 5+ years in Investment Banking, PE/VC, Corporate Finance, Strategic Finance, Deal Advisory or Fundraising.
• Strong financial modelling, valuation and deal-structuring skills.
• Experience working directly with founders, investors or lenders.
• At least one completed fundraising, financing, M&A or investment transaction that you personally worked on.
• Ability to independently build an investor pipeline and take conversations forward.
• Strong communication, negotiation and execution skills.
• An existing investor/lender network is a plus.

We are looking for someone who can think like an investor, operate like a Founder’s Office professional and execute like an investment banker.

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

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

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

Job Description:

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.

Key Responsibilities

• Identify, evaluate, and onboard strategic partners (technology, channel, reseller, and referral partners).
• Develop and execute the partnerships strategy aligned with company growth goals.
• Build and maintain strong relationships with key partner stakeholders.
• Drive joint go-to-market (GTM) initiatives including co-marketing, co-selling, and integrations.
• Negotiate partnership agreements, commercial terms, and SLAs.
• Enable partners through training, certification, and sales support.
• Track partnership performance, pipeline contribution, and revenue impact.
• Collaborate cross-functionally with Product, Sales, Marketing, and Customer Success teams.
• Monitor industry trends and identify new ecosystem opportunities.
• Represent the company at partner events, webinars, and industry conferences.

Required Qualifications

• Bachelor’s degree in Business, Marketing, Technology, or related field.
• 4–8 years of experience in partnerships, business development, or channel sales in a SaaS environment.
• Strong understanding of SaaS business models and partner ecosystems.
• Proven experience in negotiating and closing partnership deals.
• Excellent communication, presentation, and stakeholder management skills.
• Experience with CRM tools (Salesforce, HubSpot, etc.).
• Data-driven mindset with strong analytical skills.