Relationship Manager - AIF Distributorship

Planify Capital Limited; Mumbai; On-site; INR 3,500,000 - 5,500,000; Full time

Benefits offered by this job

Incentive structure

Collaborative environment

Certification support

Job summary

Planify Capital Limited is seeking a highly driven leader to head the AIF distribution vertical in Mumbai. The role focuses on scaling placements with HNIs, UHNWIs, family offices, and institutions, leveraging deep AIF knowledge and regulatory know-how.

The ideal candidate has 10–15 years of experience in AIF sales or wealth management, a strong track record in asset mobilization, and an extensive investor network. A dynamic, target-driven environment with growth opportunities awaits.

Qualifications

• 10–15 years of experience in AIF sales, wealth management, or distribution.
• Proven track record mobilizing assets for AIFs, PMS, or other structured products.
• Strong understanding of the Indian alternative investment ecosystem and SEBI guidelines.
• Excellent network among HNIs, UHNWIs, and institutional clients.
• Strategic thinker with execution capability and results-driven approach.

Responsibilities

• Lead the AIF sales and distribution strategy to scale placements across high-value investor segments.
• Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions.
• Build relationships with Mutual Fund Distributors (ARN holders), RIAs, and stockbrokers for AIFs/unlisted shares.
• Identify investor needs and recommend suitable alternative investment products.
• Drive investor education, product training, and promotional initiatives for awareness and participation.
• Achieve defined revenue and asset mobilization targets through structured campaigns.
• Collaborate with fund management and compliance teams for onboarding and post-sale engagement.
• Maintain strong understanding of SEBI regulations, product features, and valuation models.
• Represent the organization at investment conferences, forums, and industry events.

Skills

AIF sales

wealth management

institutional clients

regulatory knowledge

networking

Education

Bachelor’s in finance

MBA (finance)

Job description

We are looking for a highly driven and experienced sales leader to head our Alternative Investment Fund (AIF) distribution vertical. The ideal candidate will have a strong network across HNIs, UHNWIs, family offices, and institutional investors, with deep knowledge of AIF structures, the regulatory landscape, and product positioning. This is a strategic, revenue-generating role with clear targets and significant growth opportunities.

Key Responsibilities

• Lead the AIF sales and distribution strategy, with a focus on scaling AIF placements across high-value investor segments.
• Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions.
• To build and manage relationships with Mutual Fund Distributors (ARN holders), RIAs, and stockbrokers for the placement of AIFs and unlisted shares.
• Identify investor needs and recommend suitable alternative investment products based on risk profile and portfolio objectives.
• Drive investor education, product training, and promotional initiatives to increase AIF & unlisted shares awareness and participation.
• Achieve defined revenue and asset mobilization targets through structured sales campaigns.
• Collaborate with fund management and compliance teams to ensure smooth onboarding and post-sale engagement.
• Maintain a strong understanding of SEBI regulations, product features, valuation models, and competitive offerings in the AIF space.
• Represent the organization at investment conferences, forums, and industry events.

Key Requirements

• 10–15 years of experience in AIF sales, wealth management, or investment product distribution.
• Proven track record in mobilizing assets for AIFs, PMS, or other structured products.
• Strong understanding of the Indian alternative investment ecosystem and SEBI guidelines.
• Excellent network among HNIs, UHNWIs, and institutional clients.
• Strategic thinker with strong execution capability and a results-driven approach.

Preferred Qualifications & Certifications

• Bachelor’s or master's degree in finance, business, or a related field.
• Certifications (any of the following preferred):
  • NISM Series XIX-B – AIF (Category III) Distributors Certification
  • NISM Series XIX-C – AIF Managers Certification
  • CAIA Charterholder – Chartered Alternative Investment Analyst
  • AIMA’s Skill Development Program on Alternative Investments and PMS

What We Offer

• Opportunity to lead a high-growth vertical in a dynamic investment firm.
• Attractive incentive structure linked to performance.
• Collaborative work environment with exposure to premium clients and products.
• Continuous learning and certification support.

Skills: wealth,investment,sales,aif,distributors