Senior Manager AIF Fund Raising

Intellectual Capital Hr Consulting; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Intellectual Capital Hr Consulting seeks an entrepreneurial AIF Fund Raising professional to drive capital mobilisation for AIF products through direct client acquisition and B2B/B2C channel sales. You will build relationships with HNI/UHNI investors and a wide network of distributors to grow AIF investments.

The role combines consultative selling, investor relationship management, and market expansion across wealth managers, private banks, IFAs, RIAs, and family offices.

Responsibilities

• Identify, acquire and develop relationships with HNI/UHNI investors.
• Generate direct leads for AIF investments through personal network, references, events and market outreach.
• Understand investor objectives, risk appetite, asset allocation requirements and investment preferences.
• Present and articulate the AIF investment thesis, strategy, structure, risk factors and potential returns to prospective investors.
• Conduct investor meetings, product presentations and investment discussions.
• Build long-term relationships with existing investors and identify opportunities for additional investments and referrals.
• Maintain a high-quality investor pipeline and ensure systematic follow-up through the complete investment cycle.
• Coordinate with investment, operations, compliance and senior management teams for smooth investor onboarding and documentation.
• Develop a strong HNI/UHNI investor franchise for the organisation.
• Develop and manage relationships with Wealth Management Firms, Private Banks, IFAs, MFDs, RIAs, Family Offices, Financial Advisors and other distribution partners.
• Identify and onboard productive channel partners capable of generating AIF business.
• Conduct product training and presentations for channel partners.
• Equip distributors with appropriate product knowledge, investment thesis and sales collateral.
• Generate regular business through the existing channel network while continuously expanding the partner base.
• Build relationships with senior relationship managers, wealth heads, business heads and investment professionals within distribution organisations.
• Track channel-wise business performance and develop strategies to improve productivity.
• Conduct regular partner meetings, investor events and product discussions.
• Develop deep understanding of the firm's AIF offerings, investment strategy, portfolio, underlying assets, fund structure, tenure, return expectations, risks and liquidity considerations.
• Effectively communicate the investment proposition to sophisticated investors and professional intermediaries.
• Stay updated on competing AIF products, private credit, PMS, private equity and other alternative investment products.
• Prepare customised investment presentations and pitches based on investor requirements.
• Ensure all product communication and sales activity remains aligned with applicable regulatory and compliance requirements.
• Act as a trusted point of contact for prospective and existing investors.
• Maintain regular communication with investors and channel partners.
• Coordinate investor updates, reporting and queries with internal teams.
• Build strong credibility and trust within the HNI/UHNI and wealth management ecosystem.
• Generate referrals and repeat investments through relationship-led selling.
• Develop a comprehensive prospect database covering HNI/UHNI investors, family offices and intermediary networks.
• Identify new geographic and institutional markets for AIF distribution.
• Participate in investor meets, conferences, wealth forums and industry events.
• Develop market intelligence around competing AIFs and alternative investment opportunities.
• Contribute to the development of the firm's overall AIF distribution strategy.

Job description

Position Overview

We are looking for an entrepreneurial and result-oriented AIF Fund Raising professional to drive capital mobilisation for the firm's AIF products through both Direct Client Acquisition and B2B/B2C Channel Sales.

The individual will be responsible for developing relationships with HNI/UHNI investors, family offices and affluent clients while simultaneously building a strong distribution network comprising Wealth Managers, IFAs, MFDs, RIAs, Private Banks, Wealth Management Firms, Financial Advisors and other relevant intermediaries.

The role requires a combination of consultative selling, investor relationship management, channel development and strong understanding of AIF/alternative investment products.

Key Responsibilities

1. Direct Client Sales B2C

• Identify, acquire and develop relationships with HNI, UHNI and affluent investors.
• Generate direct leads for AIF investments through personal network, references, events and market outreach.
• Understand investor objectives, risk appetite, asset allocation requirements and investment preferences.
• Present and articulate the AIF investment thesis, strategy, structure, risk factors and potential returns to prospective investors.
• Conduct investor meetings, product presentations and investment discussions.
• Build long-term relationships with existing investors and identify opportunities for additional investments and referrals.
• Maintain a high-quality investor pipeline and ensure systematic follow-up through the complete investment cycle.
• Coordinate with investment, operations, compliance and senior management teams for smooth investor onboarding and documentation.
• Develop a strong HNI/UHNI investor franchise for the organisation.

2. Channel Sales – B2B

• Develop and manage relationships with Wealth Management Firms, Private Banks, IFAs, MFDs, RIAs, Family Offices, Financial Advisors and other distribution partners.
• Identify and onboard productive channel partners capable of generating AIF business.
• Conduct product training and presentations for channel partners.
• Equip distributors with appropriate product knowledge, investment thesis and sales collateral.
• Generate regular business through the existing channel network while continuously expanding the partner base.
• Build relationships with senior relationship managers, wealth heads, business heads and investment professionals within distribution organisations.
• Track channel-wise business performance and develop strategies to improve productivity.
• Conduct regular partner meetings, investor events and product discussions.

3. AIF Product Sales

• Develop deep understanding of the firm's AIF offerings, investment strategy, portfolio, underlying assets, fund structure, tenure, return expectations, risks and liquidity considerations.
• Effectively communicate the investment proposition to sophisticated investors and professional intermediaries.
• Stay updated on competing AIF products, private credit, PMS, private equity and other alternative investment products.
• Prepare customised investment presentations and pitches based on investor requirements.
• Ensure all product communication and sales activity remains aligned with applicable regulatory and compliance requirements.

4. Investor Relationship Management

• Act as a trusted point of contact for prospective and existing investors.
• Maintain regular communication with investors and channel partners.
• Coordinate investor updates, reporting and queries with internal teams.
• Build strong credibility and trust within the HNI/UHNI and wealth management ecosystem.
• Generate referrals and repeat investments through relationship-led selling.

5. Business Development & Market Expansion

• Develop a comprehensive prospect database covering HNI/UHNI investors, family offices and intermediary networks.
• Identify new geographic and institutional markets for AIF distribution.
• Participate in investor meets, conferences, wealth forums and industry events.
• Develop market intelligence around competing AIFs and alternative investment opportunities.
• Contribute to the development of the firm's overall AIF distribution strategy.

Target Client Segments

Direct / B2C

• HNI / UHNI Investors
• Affluent Individuals
• Entrepreneurs / Promoters
• CXOs and Senior Professionals
• Existing Alternative Investment Investors
• Family-owned businesses and investment families

Channel / B2B

• Wealth Management Firms
• Private Banks
• MFDs / IFAs
• RIAs
• Family Offices
• Financial Advisors
• Portfolio Managers
• Securities / Broking Firms
• Institutional Distribution Platforms
• Corporate Wealth & Treasury Networks