Relationship Manager-AIF Distribution

Planify Capital Limited

0 years

10 - 15 Lacs

ahmedabad gujarat india

Posted:2 weeks ago| Platform:

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Skills Required

drawing development network outreach drive planning fundraising report strategies engagement positioning collaboration marketing analytics strategy compliance certifications management presentation negotiation

Work Mode

On-site

Job Type

Full Time

Job Description

Job Overview

You will be the principal trusted advisor and revenue driver for mutual fund and AIF distribution in your territory, working independently (IC role) to grow our business through deep client relationships and channel development.

Responsibilities

Drawing from industry norms for IC roles in mutual fund distribution:

Channel Development & Distribution
Identify, approach, and develop a network of mutual fund distributors, RIAs, banks, brokers, and institutional clients.Leverage your network to maximize reach and execution.
AIF Product Roll-Out
Strategize and execute distribution for the recently launched AIF, including outreach to HNIs, family offices, and institutional investors.
Drive sales through roadshows, partner briefings, and investor presentations.
Sales Planning & Execution
Set territory-level targets for AUM/fundraising and deliver them through direct sales and channel partnerships.
Monitor performance, report results, and refine strategies based on feedback and data.
Stakeholder Engagement & Advisory
Serve as a domain expert—providing insights on product positioning, investor needs, and market trends.
Engage partners as a consultative advisor, not just a salesperson.
Collaboration with Central Teams
Work closely with marketing, product, and analytics teams to ensure the AIF gets appropriate visibility and that distributor feedback informs strategy.

Preferred Candidate Attributes

Deep knowledge of mutual fund and AIF product structures and compliance.
Strong ARN/AMFI certifications and relevant distribution licenses.
Proven track record raising funds through distributors or HNIs/family offices.
Superior stakeholder management, presentation, and negotiation skills.
Self-motivated, strategic thinker, comfortable with autonomy and field-based work.

Skills: distributors,aif,sales

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