Relationship Manager - Distributors Channel (AIF)

Role Summary:

Relationship Manager

Key Responsibilities:

• Distribution Acquisition & Onboarding:

• Identify, onboard, and nurture strategic relationships with distribution partners including Private Wealth firms, Banks, National Distributors, RIAs, and IFAs to drive AIF product placements.

• Partner Relationship Management:

• Build long-term, trust-based partnerships with key relationship managers, product heads, and investment advisors within distribution networks.

• Channel Enablement & Training:

• Conduct regular product training, joint client calls, and knowledge sessions to deepen distributor engagement and ensure accurate representation of AIF offerings.

• Fund Promotion & Sales Strategy:

• Collaborate with internal teams to develop targeted sales campaigns and outreach plans customized for each distributor channel.

• Pipeline Management:

• Maintain an active deal pipeline through CRM tools, track engagement metrics, and report progress on AUM targets, channel contributions, and conversion rates.

• Market Intelligence:

• Monitor regulatory changes, competitor activity, and market trends to refine distribution strategies and identify white spaces.

Key Requirements:

• Experience:

• 8–10 years in AMC, AIF, or Wealth Management with strong exposure to distribution-led fundraising.

• Distribution Network:

• Established relationships with Banks, Private Wealth platforms, RIAs, and top-tier IFAs across key Indian metros.

• Investment Acumen:

• Sound knowledge of AIF structures (Cat I/II/III), PMS, mutual funds, and structured products.

• Analytical Mindset:

• Ability to analyze distributor profile, market penetration, and latest trends to drive strategy and results.

• Communication & Influence:

• Strong presentation, negotiation, and relationship-building skills with an ability to inspire confidence across senior stakeholders.

• Educational Qualifications:

• MBA (Finance) / CFA / CA preferred.

• Certifications:

• NISM-Series V-A (Mutual Fund Distributors) and AIF Certification (or ability to acquire within 3 months).

Preferred Attributes:

• Proven ability to scale AIF distribution channels from early-stage or launch phase
• Entrepreneurial, self-motivated, and highly outcome-oriented
• Comfortable working in a fast-paced, high-accountability environment
• Understanding of product and operational workflows in alternative investments

Compensation:

Competitive with industry standards, including performance-based incentives.