Strategic Alliances Professional - AIF PMS Products

Position: Strategic Alliance Role

Key Responsibilities:

- Identify and onboard strategic partners across private banks, wealth firms, and IFAs.

- Drive AIF and PMS sales through alliance channels to meet AUM targets.

- Maintain strong senior-level relationships with key distribution partners.

- Conduct product presentations, training, and joint calls with partners.

- Develop account-wise business plans and monitor performance metrics.

- Coordinate with internal teams for seamless partner engagement and execution.

- Track market trends, competition, and regulatory developments in alternates.

- Ensure regular reporting and MIS updates for internal stakeholders.

Key Skills & Competencies:

- Strong understanding of AIF/PMS products, structures, and compliance.

- Proven experience in wealth/asset management sales or alliances.

- Excellent relationship management and stakeholder communication skills.

- Ability to drive revenue targets with strategic thinking and execution.

- Strong analytical and planning abilities with performance orientation.

- High self-motivation with ability to work independently and cross-functionally.

Qualifications:

- MBA (Finance/Marketing), CA, or CFA preferred.

- NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination is a mandatory

- 5-12 years in financial services, preferably in alternates sales or alliances.