Sr Manager - Channel Partnership, Fund Raising-PL

Iassess Consultants; Mumbai; Vor Ort; INR 1.800.000 - 2.800.000; Vollzeit

Zusammenfassung

Iassess Consultants in Mumbai is seeking a commercially driven fund raising professional to own Arbour's channel distribution function—identifying, onboarding, and activating partners to convert relationships into consistent AUM mobilisation.

You will build the channel engine from the ground up, manage onboarding, provide partner content, and collaborate with the Founding team to shape distribution strategy. A strong track record across CPs, IFAs, MFDs, and RIAs in Mumbai is essential.

Qualifikationen

• Postgraduate in Finance, MBA, or related field.
• NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.
• 8–10 years in channel fund raising, alternative investment distribution, or financial services BD.
• Measurable AUM track record across CP, IFA, MFD, and RIA channels; experience scaling a channel network.
• Active network within the CP, IFA, MFD, RIA, boutique and medium wealth ecosystem in Mumbai.

Aufgaben

• Identify, onboard, and manage channel partners (CPs/IFAs/MFDs/RIAs).
• Build a structured partner pipeline across Mumbai and key metros with activation plans.
• Manage the full fund raising lifecycle - partner engagement, product presentations, investor conversion, documentation, and closure.
• Coordinate with partners to identify investor opportunities and support joint presentations.

Kenntnisse

Channel Fund Raising

AUM Mobilisation

Network Management

Partnership Onboarding

Investor Presentations

Stakeholder Management

Zoho CRM

Ausbildung

MBA/Finance

NISM Series V-A

CFA/ CFP

AMFI Registration

Tools

Zoho CRM

Jobbeschreibung

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-based 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