Senior Manager / AVP – Channel Partnerships & Fund Raising

Senior Manager / AVP – Channel Partnerships & Fund Raising

Location: Chakala, Andheri East, Mumbai

Experience: 7 to 10 years

Qualification: Postgraduate mandatory

Function: Channel Sales | Business Development | Fund Raising | Alternative Investments

About the Role

We are seeking a commercially driven fund raising professional to lead the channel distribution function for an alternative investment platform focused on structured credit, high-yield debt, and real estate-linked investment products.

The role involves identifying, onboarding, activating, and managing channel partners such as CPs, IFAs, MFDs, RIAs, boutique wealth firms, medium-sized wealth management organisations, regional distributors, and strategic distribution alliances.

The selected candidate will be responsible for building a productive channel network, driving AUM mobilisation, managing partner relationships, and supporting investor conversion through structured engagement and product positioning.

Channel Partner Ecosystem

1. Channel Partners
2. Independent Financial Advisors
3. Mutual Fund Distributors
4. Registered Investment Advisors
5. Boutique Wealth Management Firms
6. Medium-Sized Wealth Management Organisations
7. Regional Distribution Firms
8. Strategic Distribution Alliances

Key Responsibilities

A. Channel Partner Acquisition & Onboarding

1. Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms, and medium-sized wealth organisations as distribution partners.
2. Build a structured partner pipeline across Mumbai and key metros with a clear activation plan.
3. Manage the full onboarding process including empanelment, KYC, compliance registration, and product training.
4. 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 Mobilisation

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

C. Boutique & Medium Wealth Firm Engagement

1. Build commercially productive relationships with boutique and medium wealth firms.
2. Engage principals and senior relationship managers to understand client portfolio composition, product shelf requirements, and AUM targets.
3. Deliver product presentations, portfolio review sessions, and joint client engagement initiatives.
4. Develop co-marketing and co-branded initiatives to deepen engagement and expand client reach.

D. CP, IFA, MFD & RIA Relationship Management

1. Own relationships across the active CP, IFA, MFD, and RIA network.
2. Conduct regular one-on-ones, group briefings, and business reviews.
3. Build a structured partner communication calendar.
4. Re-activate dormant partners through targeted outreach and incentive programmes.
5. Monitor partner metrics such as activation rate, AUM per partner, mobilisation velocity, and productivity improvement.

E. Partner Enablement, Compliance & Reporting

1. Develop partner-facing content including product decks, factsheets, performance summaries, and market commentary.
2. Organise partner events, roadshows, webinars, and recognition programmes.
3. Ensure all activities comply with applicable regulatory and internal compliance frameworks.
4. Coordinate commission payouts, trail income statements, and brokerage reports with Finance.
5. Maintain accurate partner records and activity reports.

Candidate Profile

Qualification

1. Postgraduate degree in Finance, MBA, Business Administration, or a related discipline(preferred).
2. NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.

Experience

1. 7 to 10 years of experience in channel fund raising, alternative investment distribution, financial services distribution, or business development.
2. Demonstrated AUM mobilisation track record through CP, IFA, MFD, and RIA channels.
3. Experience scaling a channel partner network.
4. Proven engagement with boutique and medium wealth firm principals and senior teams.
5. Prior experience distributing AIF, PMS, structured debt, real estate investment products, or private market products preferred.
6. Active network within the CP, IFA, MFD, RIA, boutique wealth, and medium wealth ecosystem in Mumbai.

Core Competencies

1. Strong understanding of how CPs, IFAs, MFDs, and RIAs operate, earn, and recommend products to clients.
2. Ability to translate complex investment propositions into clear channel narratives.
3. Strong commercial acumen and fund raising orientation.
4. Excellent communication, presentation, and negotiation skills.
5. Ability to independently manage a large partner portfolio in a target-driven environment.
6. Strong pipeline management and forecasting ability.
7. CRM proficiency; Zoho experience preferred.

Preferred Industry Background

1. AIF / PMS platforms
2. Alternative investment firms
3. Wealth management firms
4. Asset management companies
5. NBFCs / real estate finance companies
6. Capital market and structured finance firms
7. Financial services distribution organisations

Key Skills

1. Channel fund raising and AUM mobilisation
2. CP / IFA / MFD / RIA network management
3. Boutique and medium wealth firm engagement
4. Partner onboarding and activation
5. Alternative investment distribution
6. Pipeline management and forecasting
7. Channel incentive and activation programmes
8. Partner enablement and content development
9. Investor presentation and product positioning
10. Stakeholder and relationship management