Senior Wealth Manager

Senior Manager – Channel Partnership \& Fund Raising

Location

Chakala, Andheri East, Mumbai

Experience

8–10 Years

Qualification

Postgraduate – Mandatory

Function

Channel Sales \| Business Development \| Fund Raising

Industry

Financial Services / Alternative Investments

Job Description

About the Role

We are looking for a commercially driven Senior Manager – Channel Partnership \& Fund Raising to lead channel distribution, build and activate a strong partner network, and drive AUM mobilisation and fundraising through CPs, IFAs, MFDs, RIAs, boutique wealth firms and other distribution partners. JD_Senior Manager — Channel Par…

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. JD_Senior Manager — Channel Par… JD_Senior Manager — Channel Par…

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. JD_Senior Manager — Channel Par…

Preferred Industry Background

Candidates from the following backgrounds will be preferred

• AIF / PMS Platforms \& Alternative Investment Firms
• Wealth Management Firms
• Asset Management Companies (AMCs)
• NBFC / Real Estate Finance Companies
• Capital Market \& Structured Finance Firms
• Financial Services Distribution Organisations JD_Senior Manager — Channel Par…

Key Skills

Channel Fund Raising \| AUM Mobilisation \| CP/IFA/MFD/RIA Network Management \| Alternative Investment Distribution \| Partner Acquisition \& Activation \| Wealth Management \| Business Development \| Pipeline Management \| Investor Presentation \| Product Positioning \| Relationship Management

Ideal candidate: A proven channel fundraising professional with an established wealth/distribution network and a strong track record of mobilising AUM through financial-services distribution channels.

Pay

₹3,000,000.00 - ₹5,000,000.00 per year

Application Question(s)

• Do you have an active network of CPs, IFAs, MFDs, RIAs, or wealth management firms in Mumbai?
• Do you have experience distributing AIF, PMS, structured debt, real estate investment, or other alternative investment products?
• Are you currently based in Mumbai, and are you comfortable working from Chakala, Andheri East?
• CTC
• ECTC
• How soon can you join?

Work Location

In person