Key Responsibilities:

1. Strategic Partnerships & Business Development

- Develop and execute a comprehensive B2B partnership strategy spanning education financing (loans/Insurances and ancillary services)) and savings (mutual funds/FD/DigiGold).

- Build and nurture relationships with schools, universities, coaching institutes, financial planners, banks/NBFCs, AMCs, wealth advisors, and fintech platforms.

- Drive strategic alliances with key stakeholders to create a strong distribution ecosystem for both loans and investments.

- Identify cross-selling opportunities between education loan borrowers and investment (MF) customers to maximize value.

2. Growth & Revenue Optimization

- Lead partner acquisition, engagement, and retention efforts to drive loan applications and mutual fund investments.

- Optimize loan distribution channels by collaborating with lenders, universities, and student advisory bodies.

- Expand the mutual fund business by onboarding IFAs, wealth managers, and digital distribution networks.

- Track and enhance conversion rates across both verticals, ensuring strong unit economics.

3. Stakeholder & Relationship Management

- Build and maintain C-level relationships with key financial and education sector partners.

- Collaborate with banks, NBFCs, and fintech players to streamline the education loan process and reduce drop-offs.

- Establish co-branded partnerships with AMCs and investment platforms for mutual fund distribution.

4. Cross-functional Collaboration & Execution

- Work closely with Marketing, Product, Sales, and Compliance teams to align partnerships with business objectives.

- Enable seamless partner integration, ensuring operational efficiency in both loan disbursals and investment onboarding.

- Conduct training sessions for sales and advisory teams to enhance product knowledge and sales effectiveness.

Key Requirements:

1. Experience & Industry Knowledge

- 8+ years in B2B partnerships, strategic alliances, or business development within financial services, ed-fintech, or investment management.

- Deep understanding of education loans (NBFCs, Banks, Universities) and mutual funds distribution (AMCs, IFAs, digital wealth platforms).

- Strong network within banks, NBFCs, mutual fund distributors, schools, and universities

2. Skills & Capabilities

- Proven experience in structuring high-value partnerships, negotiating contracts, and executing deals.

- Strong analytical mindset with an ability to track partner performance and drive data-backed decisions.

- Leadership skills to drive cross-functional collaboration and influence senior stakeholders.

- Understanding of regulatory requirements (RBI, SEBI, AMFI guidelines) affecting loans and mutual funds.

About EduFund

- EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance.

- Our product allows families to invest for education, take education loans, and receive competitive scholarships! Founded in 2020 by Eela Dubey (NYU 13') and Arindam Sengupta (Princeton 12'), EduFund is backed by $5M+ funding from investors like MassMutual Ventures, Kunal Shah, and DSP Investment Managers.

- Our team, headquartered in Ahmedabad with branches in Mumbai and Pune, includes professionals from Reliance, Goldman Sachs, CRISIL, and others.

- We're passionate, fun-loving, and love a good cup of chai while solving challenging problems!

Website - https://www.edufund.in/