Manager / Senior Manager - AIF Fund Raising (Direct & Channel Sales)
Intellectual Capital Hr Consulting · Mumbai · onsite · Posted 49d ago
Undisclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- An investment and advisory platform across alternative investment funds, asset management and corporate finance is hiring for AIF capital mobilisation through both direct client acquisition (B2C) and channel sales (B2B). Reports to Senior Management / Founders.
Key responsibilities
Direct (B2C):
- Identify, acquire and develop HNI, UHNI and affluent investor relationships
- Generate direct leads through personal network, referrals, events and market outreach
- Understand investor objectives and risk appetite and match them to the fund proposition
Key responsibilities
Channel (B2B):
- Develop and manage relationships with wealth management firms, private banks, IFAs, MFDs, RIAs, family offices and financial advisors
- Identify and onboard productive channel partners; run product training and engagementAlso: develop deep understanding of the AIF offerings
- strategy, portfolio, underlying assets, structure, tenure, return expectations, risks and liquidity; stay current on competing AIF and private credit products; build a prospect database and identify new geographic and institutional markets.
- Must have: demonstrated fund raising, investment product sales or wealth distribution (not advisory, not servicing), and BOTH an HNI / UHNI relationship base AND an intermediary distribution network.
Please note: the flagship fund is a real estate AIF.
Sourced from naukri
Skills
Corporate FinanceAIF Fund RaisingFund RaisingAsset ManagementChannel SalesB2BB2CmobilisationPrivate BankingChannel DistributionHNI/UHNI salesClient AcquisitionWealth ManagementAlternative InvestmentsSalesfinance