Capital Formation, East

Oister Global; Kolkata District; In loco; INR 6.000.000 - 9.000.000; Tempo pieno

Descrizione del lavoro

Oister Global, India’s premier private markets asset manager, is expanding its Capital Formation team across the East region to cover West Bengal, Assam, Odisha and Jharkhand. We seek a high-ownership professional to anchor partner distribution and direct client relationships with wealth managers, family offices, boutique RIAs, and IFAs while maintaining select LP investor ties.

You will drive the end-to-end partner lifecycle, enable performance through training and diligence support, and

Competenze

• 6–10 years in institutional sales or AIF/PMS distribution.
• Experience managing B2B partner or channel relationships in financial services.
• Fluency in presenting fund metrics to sophisticated investors.

Mansioni

• Identify, onboard, and manage B2B distribution partners across the West region.
• Own the end-to-end partner lifecycle from activation to enablement and growth.
• Drive AIF subscription volumes through the partner channel with training and due diligence support.
• Build and maintain direct relationships with select HNI/UHNI investors and family offices.
• Coordinate with investment and investor relations teams to deliver updates and insights.
• Represent Oister Global at investor events, roadshows, and partner platforms in the region.
• Track partner pipeline, commitments, and CRM records; relay field feedback for fund structuring.

Conoscenze

Institutional sales

AIF/PMS distribution

PE-VC fundraising

Channel relationships

Fund metrics communication

Formazione

NISM Series XIX-C certification (AIF)

AMFI certification (advantage)

Descrizione del lavoro

Oister Global is India’s premier Private Markets Asset Manager. Born from Lumis Partners’ 20-year legacy in India’s private markets, Oister represents the next evolution of that ecosystem built on deep relationships across GPs, founders, and family offices, with roots spanning sectors, strategies, and asset classes.

About the Role

We are expanding our Capital Formation team across the East covering West Bengal, Assam, Odisha and Jharkhand and are looking for a high-ownership individual to anchor partner distribution and direct client relationships in this region.

This role sits at the intersection of partner management and investor engagement. You will own and grow a portfolio of B2B distribution relationships such as wealth management firms, family offices, boutique RIAs, and IFAs while also maintaining direct relationships with select LP investors. This is a high-accountability, front-facing role suited to someone who combines strong institutional product knowledge with the ability to build lasting trust with partners and clients alike.

Role Responsibilities

• Identify, onboard, and manage B2B distribution partners including wealth management firms, boutique RIAs, MFDs, family offices, and independent financial advisors across the West region.
• Own the end-to-end partner lifecycle - from activation to ongoing enablement, performance tracking, and relationship deepening.
• Drive AIF subscription volumes through the partner channel by providing investment rationale, product training, due diligence support, and co-investor meetings.
• Build and maintain direct relationships with select HNI/UHNI investors and family offices, managing their investment journey from first conversation to close and beyond.
• Coordinate with the investment and investor relations teams to deliver timely updates, LP communications, and portfolio insights to partners and direct clients.
• Represent Oister Global at investor events, roadshows, and partner platforms across West Bengal, Assam, Odisha, and Jharkhand.
• Track partner pipeline, commitments, and conversion metrics; maintain accurate CRM records.
• Gather and relay feedback from the field - partner concerns, competitive positioning, product gaps - to inform fund structuring.

Desired Profile

• 6 - 10 years in institutional sales, AIF/PMS distribution, or PE-VC fundraising.
• Demonstrated experience managing B2B partner or channel relationships in financial services.
• Strong working knowledge of SEBI-regulated AIF structures (Cat I / Cat II / Cat III).
• Existing relationships with wealth management firms, RIAs, or family offices in the West.
• Fluency in communicating fund metrics - XIRR, MOIC, IRR, DPI - to sophisticated investors.
• NISM Series XIX-C certification (AIF) preferred; AMFI an added advantage.

Good to have exposure

• Prior experience in a growth-stage VC, secondary fund, or private equity fundraising role.
• Understanding of LP due diligence processes, PPM documentation, and fund governance.
• Exposure to co-investment structures, secondary transactions, or structured products.
• Experience presenting at investor roundtables or family office forums.