Wealth Manager – Alternative Investment Fund Workplace

The Corporate Institute; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute is seeking a Wealth Manager to drive fundraising and AUM mobilisation through channel partners in Mumbai. You will identify and onboard CPs, IFAs, MFDs, RIAs and boutique wealth firms, building a robust partner pipeline and owning onboarding, KYC and compliance processes.

You will manage relationships with principals and senior managers, conduct product presentations and joint client engagement initiatives, and ensure targets are achieved through diverse distribution

Qualifications

• Postgraduate degree in Finance, MBA, Business Administration or related discipline.
• 8–10 years of experience in channel fundraising or distribution.
• Demonstrated AUM mobilisation track record through CP/IFA/MFD/RIA channels.
• Strong network among Mumbai CPs, IFAs, MFDs, RIAs and wealth firms.

Responsibilities

• Identify, onboard Channel Partners (CPs), IFAs, MFDs, RIAs and wealth firms.
• Build and manage a partner pipeline across Mumbai and metro markets.
• Own onboarding, empanelment, KYC, compliance and product training for partners.
• Drive fundraising and AUM mobilisation through multiple channels and meet targets.
• Manage fundraising lifecycle from engagement to investor closure.

Skills

Channel fundraising

AUM mobilisation

Relationship management

Communication

Negotiation

CRM proficiency

Education

Postgraduate degree in Finance/MBA/Business Admin

Tools

Zoho

Job description

About the Role:

We are looking for a Wealth Manager to drive fundraising and AUM mobilization through channel partners.

Key Responsibilities:

• Identify, evaluate and onboard Channel Partners (CPs), IFAs, MFDs, RIAs, boutique wealth firms and medium-sized wealth organisations.
• Build and manage a strong partner pipeline across Mumbai and key metro markets.
• Own the complete partner onboarding process including empanelment, KYC, compliance registration and product training.
• Drive fundraising and AUM mobilisation through multiple distribution channels and consistently achieve targets.
• Manage the complete fundraising lifecycle from partner engagement and product presentations to investor conversion, documentation and closure.
• Build strong relationships with principals and senior relationship managers of boutique and medium-sized wealth firms.
• Conduct product presentations, portfolio review meetings and joint client engagement initiatives.
• Own relationships with active CP, IFA, MFD and RIA networks and drive partner productivity.
• Re-activate dormant partners through targeted engagement and incentive programmes.
• Track key partner metrics such as activation rate, AUM per partner and mobilisation velocity.
• Organise partner meetings, roadshows, webinars and other channel engagement initiatives.
• Develop partner-facing content including product decks, factsheets, performance summaries and market commentary.
• Ensure compliance with SEBI regulations, AMFI guidelines and internal compliance requirements.
• Coordinate with Finance on commission payouts, trail income statements and brokerage reports.
• Maintain accurate partner and pipeline records and provide regular fundraising forecasts.

Candidate Requirements:

• Postgraduate degree in Finance, MBA, Business Administration or a related discipline.
• 8-10 years of experience in channel fundraising, alternative investment distribution or financial services business development.
• Demonstrated and measurable AUM mobilisation track record through CP, IFA, MFD and/or RIA channels.
• Strong existing network among CPs, IFAs, MFDs, RIAs and wealth management firms in Mumbai.
• Experience engaging with boutique and medium-sized wealth firm principals and senior teams.
• Experience in distributing AIF, PMS, structured debt or real estate investment products will be preferred.
• NISM Series V-A, NISM XXI-A, CFA, CFP or AMFI registration will be an advantage.
• Strong understanding of channel partner economics, product recommendation and distribution models.
• Excellent communication, presentation, negotiation and relationship-management skills.
• Strong commercial orientation with the ability to explain complex investment products in a clear manner.
• Ability to independently manage a large partner portfolio in a target-driven environment.
• CRM proficiency; Zoho experience is an advantage.

Preferred Industry Background:

Candidates from the following backgrounds will be preferred:

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