Planify Capital - AIF Sales Manager

Role Overview:

- We are seeking a dynamic and result-oriented AIF Sales Manager to lead the distribution and sales of Alternative Investment Funds (AIFs) to High Net-Worth Individuals (HNIs), Ultra-HNIs, Family Offices, and Institutional Clients.

- The ideal candidate will have a strong background in financial product sales, a well-established network in the HNI segment, and a deep understanding of alternative investments.

Key Responsibilities:

- Drive AIF sales by engaging with HNIs, wealth managers, private bankers, and institutional investors.

- Build and manage a strong pipeline of prospective investors and distributors.

- Conduct product presentations, client meetings, and portfolio reviews to effectively communicate the value proposition of the AIF.

- Collaborate with internal product, compliance, and marketing teams to support sales efforts.

- Ensure adherence to SEBI regulations and internal compliance policies.

- Regularly update management on sales performance, client feedback, and market trends.

- Organize investor events, webinars, and workshops to increase awareness and build brand trust.

Required Qualifications & Skills:

- Graduate/Postgraduate in Finance, Economics, Business, or related field.

- MBA/CFA/CA preferred.

- Minimum 8-9 years of experience in investment sales, wealth management, or financial advisory.

- Proven track record of successfully selling AIFs, PMS, or similar investment products.

- Strong understanding of capital markets, alternative investments, and SEBI AIF regulations.

- Excellent communication, presentation, and interpersonal skills.

- Strong network among HNIs, family offices, wealth managers, and financial advisors.

- Self-motivated, goal-oriented, and capable of working independently.

Why Join Us:

Planify is a team of over 80 professionals working in various departments, including Investment Banking, Equity Research, Technology, Marketing, and other functions.