Wealth Manager - Alternative Investment Fund

About the Role:

We are looking for a Wealth Manager to drive fundraising and AUM mobilization through channel partners.

Key Responsibilities:

• Identify, evaluate and onboard Channel Partners (CPs), IFAs, MFDs, RIAs, boutique wealth firms and medium-sized wealth organisations.
• Build and manage a strong partner pipeline across Mumbai and key metro markets.
• Own the complete partner onboarding process including empanelment, KYC, compliance registration and product training.
• Drive fundraising and AUM mobilisation through multiple distribution channels and consistently achieve targets.
• Manage the complete fundraising lifecycle from partner engagement and product presentations to investor conversion, documentation and closure.
• Build strong relationships with principals and senior relationship managers of boutique and medium-sized wealth firms.
• Conduct product presentations, portfolio review meetings and joint client engagement initiatives.
• Own relationships with active CP, IFA, MFD and RIA networks and drive partner productivity.
• Re-activate dormant partners through targeted engagement and incentive programmes.
• Track key partner metrics such as activation rate, AUM per partner and mobilisation velocity.
• Organise partner meetings, roadshows, webinars and other channel engagement initiatives.
• Develop partner-facing content including product decks, factsheets, performance summaries and market commentary.
• Ensure compliance with SEBI regulations, AMFI guidelines and internal compliance requirements.
• Coordinate with Finance on commission payouts, trail income statements and brokerage reports.
• Maintain accurate partner and pipeline records and provide regular fundraising forecasts.

Candidate Requirements:

• Postgraduate degree in Finance, MBA, Business Administration or a related discipline.
• 8 - 10 years of experience in channel fundraising, alternative investment distribution or financial services business development.
• Demonstrated and measurable AUM mobilisation track record through CP, IFA, MFD and/or RIA channels.
• Strong existing network among CPs, IFAs, MFDs, RIAs and wealth management firms in Mumbai.
• Experience engaging with boutique and medium-sized wealth firm principals and senior teams.
• Experience in distributing AIF, PMS, structured debt or real estate investment products will be preferred.
• NISM Series V-A, NISM XXI-A, CFA, CFP or AMFI registration will be an advantage.
• Strong understanding of channel partner economics, product recommendation and distribution models.
• Excellent communication, presentation, negotiation and relationship-management skills.
• Strong commercial orientation with the ability to explain complex investment products in a clear manner.
• Ability to independently manage a large partner portfolio in a target-driven environment.
• CRM proficiency; Zoho experience is an advantage.

Preferred Industry Background:

Candidates from the following backgrounds will be preferred:

• AIF / PMS Platforms and Alternative Investment Firms
• Wealth Management Firms
• Asset Management Companies (AMCs)
• NBFC / Real Estate Finance Companies
• Capital Market and Structured Finance Firms
• Financial Services Distribution Organisations