Assistant Vice President/Deputy Vice President - Investment - CA/CFA/IIM/ISB/FMS/MDI

Organizational Overview:

- A specialized asset management company focused on retail finance NBFC/HFC sectors including microfinance, commercial vehicle finance, SME finance, and affordable housing finance.

- The organization manages multiple Alternative Investment Funds (AIFs) with significant investor participation and is recognized for innovative investment products and strong fund management quality.

Job Objective:

- Looking for a candidate with minimum 7-10 years of experience to join the investments team in a senior investor relationship and sales role.

Key Responsibilities:

- Build and manage a diversified partner franchise across wealth houses, banks, and MFDs.

- Acquire and manage investor relationships across banks, NBFCs, insurance companies, pension funds, HNIs, and family offices.

- Arrange investor meetings and deliver investment presentations and pitches.

- Conduct competitive analysis across product offerings, pricing, and market positioning.

- Strengthen partner relationships through regular product and market updates.

- Establish distribution tie-ups and support investor onboarding.

- Conduct follow-up meetings with prospective and existing investors.

- Maintain updated knowledge of AIF/PMS products and regulatory developments.

- Cross-sell investment products to existing clients.

- Coordinate with internal stakeholders for lead generation and conversion.

- Support branding through events, conferences, and podcasts.

- Provide post-transaction investor support.

- Coordinate with operations teams for smooth onboarding and servicing.

Minimum Qualifications:

- MBA / Post Graduate in Management from a premier institute

- Chartered Accountant (CA) / CFA preferred

Experience Required:

- Minimum 5 years of relevant experience in Private Banking, Wealth Distribution, Mutual Fund Distribution, AIF/PE Fund Raising, or Institutional Investment Sales roles.

Skills Required:

- Strong sales, networking, and negotiation skills

- Excellent communication and presentation skills

- Strong analytical and structured product understanding

- Ability to work under pressure and manage multiple assignments

- Self-motivated and team-oriented personality

- Good working knowledge of MS Office tools

- Interest in financial inclusion and investment products