AVP/ Senior Manager- Partner (MFD/ IFA) Acquisition and Onboarding

Mantraa Advisory Service; India; On-site; INR 2,800,000 - 4,200,000; Full time

Job summary

Mantraa Advisory Service is seeking an AVP / Senior Manager to lead acquisition and onboarding of MFDs, IFAs, and Wealth Partners in Mumbai. You will leverage industry networks and deep mutual fund knowledge to drive activation, onboarding, and growth across geographies.

The role requires strong relationship management and a proven ability to build partner pipelines, manage ARN/EUIN verification, and collaborate across Product, Operations, Compliance, and Training teams.

Qualifications

• 8–10 years of experience in Partner Acquisition, Channel Sales, Wealth Management, Mutual Funds, or Financial Services.
• Strong network within the MFD, IFA, Wealth Management, or AMC ecosystem.
• Deep understanding of mutual fund distribution and partner management.

Responsibilities

• Acquire and onboard MFDs, IFAs, and Wealth Partners.
• Build and maintain partner pipelines through referrals, AMC relationships, industry networks, events, and digital outreach.
• Present the platform's value proposition, including technology, payouts, research, training, and servicing support.
• Manage partner onboarding processes including ARN/EUIN verification, documentation, and activation.
• Drive partner engagement through first SIP, client onboarding, and consistent platform usage.
• Track acquisition and activation metrics to enhance partner productivity.
• Collaborate with Product, Operations, Compliance, and Training teams to improve partner experience.

Skills

Networking

Communication

Relationship management

Business development

Channel sales

Tools

ARN/EUIN verification

Job description

Position: AVP / Senior Manager Partner (MFD/IFA) Acquisition & Onboarding

Experience Required: 3-10 Years

Location: Kurla, Mumbai

Role Overview We are seeking an experienced professional to lead the acquisition, onboarding, activation, and growth of Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and Wealth Partners across assigned geographies. The role requires strong industry networks, deep knowledge of mutual fund distribution processes, and proven expertise in partner management and channel development.

Key Responsibilities

• Acquire and onboard MFDs, IFAs, and Wealth Partners.
• Build and maintain partner pipelines through referrals, AMC relationships, industry networks, events, and digital outreach.
• Present the platforms value proposition, including technology, payouts, research, training, and servicing support.
• Manage partner onboarding processes including ARN/EUIN verification, documentation, and activation.
• Drive partner engagement through first SIP, client onboarding, and consistent platform usage.
• Track acquisition and activation metrics to enhance partner productivity.
• Collaborate with Product, Operations, Compliance, and Training teams to improve partner experience.

Requirements

• 8–10 years of experience in Partner Acquisition, Channel Sales, Wealth Management, Mutual Funds, or Financial Services.
• Strong network within the MFD, IFA, Wealth Management, or AMC ecosystem.
• In-depth understanding of mutual fund distribution, ARN/EUIN processes, and partner management.
• Excellent communication, relationship management, and business development skills