Senior Manager — Channel Partnership, Fund Raising-PL

Iassess Consultants; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Arbour seeks a commercially driven fund raising professional to own the channel distribution function, onboarding partners and converting relationships into sustained AUM mobilisation. Direct access to the founding team offers influence over distribution strategy.

The role focuses on CPs, IFAs, MFDs, RIAs, boutique and medium wealth firms across Mumbai and major metros, with emphasis on structured onboarding, product training, and performance forecasting.

Qualifications

• Postgraduate in Finance, MBA or related discipline.
• NISM V-A / XXI-A, CFA, CFP or AMFI registration preferred.
• Experience in channel fund raising and AUM mobilisation required.

Responsibilities

• Identify, onboard and activate channel partners (CPs, IFAs, MFDs, RIAs, boutique and medium firms).
• Build and manage a structured partner pipeline across Mumbai and key metros.
• Oversee onboarding: empanelment, KYC, compliance and product training.
• Drive AUM mobilisation and manage end-to-end fundraising lifecycle.

Skills

Channel Fund Raising

AUM Mobilisation

Partner Management

CRM Zoho

Sales & Negotiation

Investor Relations

Education

MBA

Finance Postgrad

NISM Series V-A

NISM XXI-A

CFA

CFP

AMFI Registration

Tools

Zoho CRM

Job description

We are seeking a commercially driven fund raising professional to own Arbour’s channel distribution function — identifying,onboarding, and activating partners, converting those relationships into consistent AUM mobilisation, and building the channel engine from the ground up. The role offers direct access to the Founding team and meaningful influence over distribution strategy.

Channel Partner Ecosystem

• Channel Partners (CPs)
• Independent Financial Advisors (IFAs)
• Mutual Fund Distributors (MFDs)
• Registered Investment Advisors (RIAs)
• Boutique Wealth Management Firms
• Medium-Sized Wealth Management Organisations
• Regional Distribution Firms Strategic Distribution Alliances

Key Responsibilities

A. Channel Partner Acquisition & Onboarding

• Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms, and medium wealth organisations as distribution partners.
• Build a structured partner pipeline across Mumbai and key metros with a clear activation plan for each.
• Manage the full onboarding process — empanelment, KYC, compliance registration, and product training.
• Execute a tiered acquisition strategy prioritising high-AUM IFAs, active MFDs, fee-base RIAs, and structured boutique and medium wealth firms.

B. Channel Fund Raising & AUM Mobilisatin

• Drive AUM mobilisation through all channel types, consistently achieving fundraising targets.
• Manage the full fund raising lifecycle — partner engagement, product presentation, investor conversion, documentation, and closure.
• Collaborate with partners to identify investor opportunities, co-create engagement strategies, and support joint presentations.
• Maintain a forecasted AUM pipeline by channel type with timely reporting on pipeline health and conversion rates.

C. Boutique & Medium Wealth Firm Engagement

• Build commercially productive relationships with boutique and medium wealth firms, positioning Arbour as their preferred alternative investment partner.
• Engage principals and senior RMs to understand client portfolio composition, product shelf requirements, and AUM targets.
• Deliver product presentations, portfolio review sessions, and joint client engagement initiatives.
• Develop co-marketing and co-branded initiatives to deepen engagement and

D. CP, IFA, MFD & RIA Relationship Management

• Develop partner-facing content — product decks, factsheets, performance summaries, and market commentary for all channel types.
• Organise partner events, roadshows, webinars, and recognition programmes.
• Ensure all activities comply with SEBI regulations, AMFI guidelines, and Arbour’s compliance framework.
• Coordinate commission payouts, trail income statements, and brokerage reports with Finance. Maintain accurate partner records.

Qualification

• Postgraduate in Finance, MBA, Business Administration, or related discipline.
• NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.

Experience

• 8–10 years in channel fund raising, alternative investment distribution, or financial services BD.
• Measurable AUM track record through CP, IFA, MFD, and RIA channels; experience scaling a channel network.
• Proven engagement with boutique and medium wealth firm principals and senior teams.
• Prior experience distributing AIF, PMS, structured debt, or real estate investment products preferred.
• Active network within the CP, IFA, MFD, RIA, boutique and medium wealth ecosystem in Mumbai.

Core Competencies

• Deep understanding of how CPs, IFAs, MFDs, and RIAs operate, earn, and recommend products to clients.
• Strong commercial acumen — ability to translate complex investment propositions into clear channel narratives.
• Excellent communication, presentation, and negotiation skills at all partner levels.
• Self-driven with the discipline to independently manage a large partner portfolio in a target-driven environment.
• CRM proficiency; Zoho experience is an advantage.

Preferred Background & Key Skills

• AIF / PMS Platforms & Alternative Investment Firms
• Wealth Management Firms (Boutique & Medium)
• Asset Management Companies (AMCs)
• NBFC / Real Estate Finance Companies
• Capital Market & Structured Finance Firms
• Financial Services Distribution Organisations

Key Skills

• Channel Fund Raising & AUM Mobilisation
• CP / IFA / MFD / RIA Network Management
• Boutique & Medium Wealth Firm Engagement
• Partner Onboarding & Activation
• Alternative Investment Distribution
• Pipeline Management & Forecasting
• Channel Incentive & Activation Programmes
• Partner Enablement & Content Development
• Investor Presentation & Product Positioning
• Stakeholder & Relationship Management