Location: Chakala, Andheri East, Mumbai

Experience: 8-10 years

Qualification: Postgraduate mandatory

Function: Channel Sales | Business Development | Fund Raising | Alternative Investments

About the Role:

We are seeking a commercially driven fund raising professional to lead the channel distribution function for an alternative investment platform focused on structured credit, high-yield debt, and real estate-linked investment products.

The role involves identifying, onboarding, activating, and managing channel partners such as CPs, IFAs, MFDs, RIAs, boutique wealth firms, medium-sized wealth management organisations, regional distributors, and strategic distribution alliances.

The selected candidate will be responsible for building a productive channel network, driving AUM mobilisation, managing partner relationships, and supporting investor conversion through structured engagement and product positioning.

Channel Partner Ecosystem:

- Channel Partners

- Independent Financial Advisors

- Mutual Fund Distributors

- Registered Investment Advisors

- Boutique Wealth Management Firms

- Medium-Sized Wealth Management Organisations

- Regional Distribution Firms

- Strategic Distribution Alliances

Key Responsibilities:

A. Channel Partner Acquisition & Onboarding:

- Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms, and medium-sized wealth organisations as distribution partners.

- Build a structured partner pipeline across Mumbai and key metros with a clear activation plan.

- Manage the full onboarding process including empanelment, KYC, compliance registration, and product training.

- Execute a tiered acquisition strategy prioritising high-AUM IFAs, active MFDs, fee-based RIAs, and structured boutique and medium wealth firms.

B. Channel Fund Raising & AUM Mobilisation:

- Drive AUM mobilisation through all channel types and consistently work towards fund raising targets.

- Manage the full fund raising lifecycle including partner engagement, product presentation, investor conversion, documentation, and closure.

- Collaborate with partners to identify investor opportunities, co-create engagement strategies, and support joint presentations.

- Maintain a forecasted AUM pipeline by channel type with timely reporting on pipeline health and conversion rates.

C. Boutique & Medium Wealth Firm Engagement:

- Build commercially productive relationships with boutique and medium wealth firms.

- Engage principals and senior relationship managers to understand client portfolio composition, product shelf requirements, and AUM targets.

- Deliver product presentations, portfolio review sessions, and joint client engagement initiatives.

- Develop co-marketing and co-branded initiatives to deepen engagement and expand client reach.

D. CP, IFA, MFD & RIA Relationship Management:

- Own relationships across the active CP, IFA, MFD, and RIA network.

- Conduct regular one-on-ones, group briefings, and business reviews.

- Build a structured partner communication calendar.

- Re-activate dormant partners through targeted outreach and incentive programmes.

- Monitor partner metrics such as activation rate, AUM per partner, mobilisation velocity, and productivity improvement.

E. Partner Enablement, Compliance & Reporting:

- Develop partner-facing content including product decks, factsheets, performance summaries, and market commentary.

- Organise partner events, roadshows, webinars, and recognition programmes.

- Ensure all activities comply with applicable regulatory and internal compliance frameworks.

- Coordinate commission payouts, trail income statements, and brokerage reports with Finance.

- Maintain accurate partner records and activity reports.

Candidate Profile:

Qualification:

- Postgraduate degree in Finance, MBA, Business Administration, or a related discipline.

- NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.

Experience:

- 8-10 years of experience in channel fund raising, alternative investment distribution, financial services distribution, or business development.

- Demonstrated AUM mobilisation track record through CP, IFA, MFD, and RIA channels.

- Experience scaling a channel partner network.

- Proven engagement with boutique and medium wealth firm principals and senior teams.

- Prior experience distributing AIF, PMS, structured debt, real estate investment products, or private market products preferred.

- Active network within the CP, IFA, MFD, RIA, boutique wealth, and medium wealth ecosystem in Mumbai.

Core Competencies:

- Strong understanding of how CPs, IFAs, MFDs, and RIAs operate, earn, and recommend products to clients.

- Ability to translate complex investment propositions into clear channel narratives.

- Strong commercial acumen and fund raising orientation.

- Excellent communication, presentation, and negotiation skills.

- Ability to independently manage a large partner portfolio in a target-driven environment.

- Strong pipeline management and forecasting ability.

- CRM proficiency; Zoho experience preferred.

Preferred Industry Background:

- AIF / PMS platforms

- Alternative investment firms

- Wealth management firms

- Asset management companies

- NBFCs / real estate finance companies

- Capital market and structured finance firms

- Financial services distribution organisations

Key Skills:

- Channel fund raising and AUM mobilisation

- CP / IFA / MFD / RIA network management

- Boutique and medium wealth firm engagement

- Partner onboarding and activation

- Alternative investment distribution

- Pipeline management and forecasting

- Channel incentive and activation programmes

- Partner enablement and content development

- Investor presentation and product positioning

- Stakeholder and relationship management