Senior Manager - Channel Partnership & Fund Raising - Financial Services

Senior Manager - Channel Partnership & Fund RaisingLocation: Chakala, Andheri East, Mumbai

Experience: 8 - 10 Years

Qualification: Postgraduate - Mandatory

Function: Channel Sales | Business Development | Fund Raising

Industry: Financial Services / Alternative Investments

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.

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.

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.

Preferred Industry Background:

• 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