Wealth Manager - AIF Distributorship

Planify Capital Limited; Bengaluru; On-site; INR 3,500,000 - 6,500,000; Full time

Benefits offered by this job

Incentive structure

Premium client exposure

Certification support

Job summary

Planify Capital Limited is seeking a highly driven sales leader to head its AIF distribution. You will leverage your network with HNIs, UHNWIs, family offices, and institutions to scale AIF placements and drive revenue.

You will collaborate with fund management, compliance, and distribution partners, navigating SEBI rules to position AIFs and unlisted shares for premium clients. This is a strategic role with clear targets and growth opportunities.

Qualifications

• 8–15 years of experience in AIF sales, wealth management, or investment product distribution.
• Proven track record mobilizing assets for AIFs, PMS, or other structured products.
• Strong network among HNIs, UHNWIs, family offices, and institutional clients.
• Deep knowledge of SEBI regulations and Indian alternative investments.

Responsibilities

• Lead the AIF sales and distribution strategy across high-value investor segments.
• Build and manage relationships with wealth managers, RIAs, investment bankers, family offices and institutions.
• Manage relationships with ARN holders, RIAs, and stockbrokers for AIFs and unlisted shares.
• Identify investor needs and recommend suitable investment products.
• Drive investor education, product training, and promotional initiatives for AIF and unlisted shares.
• Achieve defined revenue and asset mobilization targets through structured campaigns.

Skills

investment

sales

wealth

aif

distributors

Education

Bachelor’s or Master’s degree in finance, business, or a related field

NISM Series XIX-B – AIF (Category III) Distributors Certification

NISM Series XIX-C – AIF Managers Certification

CAIA Charterholder – Chartered Alternative Investment Analyst

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, 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

• 8–15 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: investment,sales,wealth,aif,distributors