Channel Head – MFD/PMS/AIF Distribution – Asset Management Numeric Talent Solutions

The Corporate Institute; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

The Corporate Institute is seeking a Channel Head in Mumbai with 10+ years of asset management distribution experience across MFD, PMS and AIF. You will lead a high-performing sales team, cultivate key distributor relationships, and drive revenue growth while ensuring regulatory compliance and risk controls.

You will design channel strategies, onboard new partners, and coordinate with product and marketing to position holdings for distribution.

Qualifications

• Minimum 10+ years in asset/wealth management with MFD, PMS, and AIF distribution.
• Proven experience leading a sales or relationship management team.
• Strong network with MFDs, IFAs, and distribution partners in Mumbai.
• Deep understanding of mutual funds, PMS, AIF products and regulatory landscape.

Responsibilities

• Drive AUM growth and revenue targets across MFD, PMS, and AIF channels in Mumbai.
• Build and expand relationships with MFDs, IFAs, and channel partners.
• Lead and mentor a team of relationship managers and sales executives.
• Design channel-specific strategies aligned with regional and national goals.
• Onboard new MFD partners and deepen engagement with existing ones.
• Collaborate with product, marketing and research to position PMS and AIF offerings.
• Conduct regular training for partners and internal teams on products and trends.
• Monitor market trends and competitor activity to refine channel strategy.
• Ensure SEBI/AMFI compliance and internal risk controls.
• Provide regular MIS, forecasts, and performance reports to Regional Head.

Skills

Channel distribution

Team leadership

Business development

Relationship management

Product knowledge (MF)

Regulatory awareness

Education

MBA/PGDM in Finance or Marketing

NISM certifications preferred

Job description

Position: Channel Head

Location: Mumbai

Experience: 10+ Years

Reports To: Regional Head

About the Role:

The company is looking for a dynamic, results-driven Channel Head to lead and grow business across the MFD, PMS, and AIF channels in Mumbai, bringing strong distribution relationships, deep product knowledge, and proven experience managing high-performing sales teams.

Key Responsibilities:

• Drive AUM growth and revenue targets across MFD, PMS, and AIF channels in the assigned territory
• Build, nurture, and expand relationships with Mutual Fund Distributors (MFDs), IFAs, and channel partners
• Lead, mentor, and manage a team of relationship managers and sales executives, driving performance through structured goal-setting and reviews
• Design and execute channel-specific business development strategies aligned with regional and national objectives
• Identify and onboard new MFD partners while deepening engagement with existing ones
• Collaborate with product, marketing, and research teams to effectively position PMS and AIF offerings to distribution partners
• Conduct regular training and knowledge sessions for partners and internal teams on product features, market trends, and regulatory updates
• Monitor competitor activities, market trends, and partner feedback to refine channel strategy
• Ensure compliance with SEBI/AMFI regulations and internal risk and compliance frameworks
• Provide regular business MIS, forecasts, and performance reports to the Regional Head

Key Requirements:

• 10+ years of experience in the asset management or wealth management industry, with a strong track record in MFD, PMS, and AIF distribution
• Proven experience managing and leading a sales or relationship management team
• Strong existing network of MFDs, IFAs, and distribution partners in Mumbai
• Sound understanding of mutual fund, PMS, and AIF products, market dynamics, and regulatory landscape
• Excellent relationship management, negotiation, and communication skills
• NISM certifications (relevant modules) preferred
• MBA or PGDM in Finance, Marketing, or related field preferred

Key Skills:

• Channel and Distribution Management
• Team Leadership and People Management
• Business Development and Revenue Growth
• Relationship Management (MFD/IFA)
• Product Knowledge (MF/PMS/AIF)
• Regulatory and Compliance Awareness