1. Distribution Network Development & Tie-Ups

- Identify, onboard, and manage relationships with Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), National Distributors (NDs), and Regional Distributors across India.

- Build and maintain strategic tie-ups with bank wealth desks (private banking divisions, HNI desks) of leading public and private sector banks.

- Forge partnerships with wealth management companies, PMS providers, and multi-family offices to drive fund placement.

- Negotiate and finalise distribution agreements, trailer/brokerage structures, and co-marketing arrangements with channel partners.

- Maintain a strong and regularly updated pipeline of channel partner relationships at various stages of engagement.

2. Family Office & HNI/UHNI Investor Outreach

- Leverage an existing network of family offices, ultra-HNI investors, and institutional investors to originate capital commitments for funds.

- Conduct targeted outreach and in-person meetings with family office CIOs, CFOs, and principals across key metros (Mumbai, Delhi, Ahmedabad, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune).

- Build a robust investor contact database and maintain accurate CRM records of all interactions, commitments, and follow-ups.

- Represent at industry conferences, investor summits, roadshows, and networking events to enhance brand visibility and generate leads.

3. Fund Raising & AUM Growth

- Own and drive the end-to-end fund-raising process for existing inbound AIF and all future fund launches.

- Set and execute against quarterly and annual AUM targets in coordination with the leadership team.

- Develop customised pitch decks, fund presentations, and investor communication materials in collaboration with the investment team.

- Manage the investor onboarding process, working closely with operations and compliance teams to ensure a seamless experience.

- Provide regular fund-raising updates and pipeline reports to senior management.

4. Marketing, Promotions & Contest Management

- Design and execute fund-raising campaigns, promotional contests, and incentive programmes for distribution partners (MFDs, IFAs, wealth managers).

- Develop and manage a calendar of investor outreach activities, including webinars, roadshows, investor days, and partner meets.

- Collaborate with internal teams to produce marketing collateral, newsletters, digital content, and thought leadership pieces targeted at the wealth distribution community.

- Track the effectiveness of promotional initiatives and optimise spend and approach based on outcomes.

- Coordinate with SEBI/IFSCA-compliant marketing standards to ensure all fund promotion materials meet regulatory requirements.

5. Investor Relations & Servicing

- Act as the primary point of contact for channel partners and direct investors, ensuring timely communication on fund performance, updates, and corporate actions.

- Prepare and distribute regular investor reports, fund factsheets, and performance commentary in coordination with the investment team.

- Handle investor queries, concerns, and escalations in a professional and timely manner.

- Build long-term, trust-based relationships with channel partners and investors to ensure retention and repeat commitments across new fund launches.

6. Market Intelligence & Strategy

- Stay current on competitor fund products, industry distribution trends, regulatory changes, and investor sentiment to identify new opportunities and adapt distribution strategy.

- Provide the leadership team with regular market intelligence on distribution landscape, competitor activity, and emerging fund categories of investor interest.

- Contribute to the product development process by providing investor and channel feedback on fund structures, fee models, and target returns.