Manager / Senior Manager - AIF Fund Raising (Direct & Channel Sales)

Intellectual Capital Hr Consulting; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Intellectual Capital Hr Consulting is seeking a senior AIF capital mobilisation specialist to lead direct B2C fundraising and channel partnerships with wealth managers and financial advisors.

You will identify HNI/UHNI relationships, generate direct leads through referrals and events, assess investor objectives and risk appetite, and onboard productive channel partners while staying current on AIF offerings and market competition.

Qualifications

• Must have demonstrated fund raising, investment product sales or wealth distribution.
• Must have both an HNI/UHNI relationship base and an intermediary distribution network.

Responsibilities

• Identify, acquire and develop HNI, UHNI and affluent investor relationships.
• Generate direct leads through personal network, referrals, events and market outreach.
• Understand investor objectives and risk appetite and match them to the fund proposition.
• Develop and manage relationships with wealth management firms, private banks, IFAs, MFDs, RIAs, family offices and financial advisors.
• Identify and onboard productive channel partners; train and engage partners.
• Develop deep understanding of AIF offerings: strategy, portfolio, structure, tenure, return expectations, risks and liquidity.
• Stay current on competing AIF and private credit products; build a prospect database and identify new geographic and institutional markets.

Skills

Fundraising

Investment sales

Wealth distribution

HNI/UHNI relationships

Channel partnerships

Job description

• An investment and advisory platform across alternative investment funds, asset management and corporate finance is hiring for AIF capital mobilisation through both direct client acquisition (B2C) and channel sales (B2B). Reports to Senior Management / Founders.

Key responsibilities

Direct (B2C):

• Identify, acquire and develop HNI, UHNI and affluent investor relationships
• Generate direct leads through personal network, referrals, events and market outreach
• Understand investor objectives and risk appetite and match them to the fund proposition

Key responsibilities

Channel (B2B):

• Develop and manage relationships with wealth management firms, private banks, IFAs, MFDs, RIAs, family offices and financial advisors
• Identify and onboard productive channel partners; run product training and engagementAlso: develop deep understanding of the AIF offerings
• strategy, portfolio, underlying assets, structure, tenure, return expectations, risks and liquidity; stay current on competing AIF and private credit products; build a prospect database and identify new geographic and institutional markets.
• Must have: demonstrated fund raising, investment product sales or wealth distribution (not advisory, not servicing), and BOTH an HNI / UHNI relationship base AND an intermediary distribution network.

Please note: the flagship fund is a real estate AIF.