Capital Raising in Distribution - B2B

We are seeking a highly experienced professional with a proven track record in acquiring & managing B2B relationships and has experience in channel sales for AIF (Alternative Investment Funds), PMS (Portfolio Management Services), and Mutual Funds. This is a pivotal role in our rapidly scaling platform, requiring deep expertise in relationship management, strategic advisory, and a solid understanding of financial products and solutions.

Key Responsibilities:

Relationship Management:

• Managing large Distributors and boutique Wealth Management firms along with their teams and clients.
• Onboarding of Boutique Wealth Management outfits & IFAs.
• Responsible for planning and executing activities to drive sales, increasing AUM and market share for the assigned Channel.
• Recommending market research-based strategies to Head to contribute to the business plan and outcomes.
• Roll out sales strategy and tracks market share and gross sales to ensure that the region delivers the channel targets.
• Planning and monitoring activities aimed at increasing penetration across the distributor base to achieve and exceed AUM and Market Share.
• Regular guidance and developing capabilities of team members through regular feedback sharing.
• Developing consolidated reports and reports performance of various distributors monthly and taking corrective measures for any deviations from required achievements.
• Working closely with the Head to provide feedback on the market and follow up on action plans set out by the Head
• Designing and implementing various events, contests and promotional activities to ensure visibility within the distributor community from a business development perspective.
• Meeting distributors on a regular basis and identify potential ones to be earmarked for higher business opportunities and drive distributor engagement programs for respective channel.

Team Collaboration & Leadership:

• Collaborate with internal teams including Fund Managers, Product Specialists, Service & Operations teams to provide holistic solutions to the distributors.

Desired Profile:

Educational Qualifications:

• MBA/CFA/CFP from premier business schools with over 5 to 10 years of experience.

Key Traits:

• Experience in channel sales for AIF (Alternative Investment Funds), PMS (Portfolio Management Services), and Mutual Funds is preferred.
• Proven success in managing and onboarding distributors in Asset Management.
• Strong knowledge of financial products, investment strategies, and asset classes, with the ability to translate complex financial concepts into actionable advice for distributors.
• Having an Entrepreneurial mindset with a high level of energy, self-motivation, and the ability to thrive in a fast-paced and dynamic environment.
• Excellent communication, presentation, and negotiation skills.
• Ability to think strategically and develop long-term relationships, with a focus on creating value for both the distributor and the firm.

Compensation:

Why Join Us:

To Apply: