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