Regional Manager

Reporting directly to the Lead, Capital Formation - West, this role sits at the intersection of partner management and investor engagement. You will own and grow a portfolio of B2B distribution relationships, i. e., wealth management firms, family offices, boutique RIAs, and IFAs, while also maintaining direct relationships with select LP investors. This is a high-accountability, front-facing role suited to someone who combines strong institutional product knowledge with the ability to build lasting trust with partners and clients alike.

Responsibilities:

• Identify, onboard, and manage B2B distribution partners, including wealth management firms, boutique RIAs, MFDs, family offices, and independent financial advisors across the West region.
• Own the end-to-end partner lifecycle from activation to ongoing enablement, performance tracking, and relationship deepening.
• Drive AIF subscription volumes through the partner channel by providing investment rationale, product training, due diligence support, and co-investor meetings.
• Build and maintain direct relationships with select HNI / UHNI investors and family offices, managing their investment journey from first conversation to close and beyond.
• Coordinate with the investment and investor relations teams to deliver timely updates, LP communications, and portfolio insights to partners and direct clients.
• Represent us at investor events, roadshows, and partner platforms across Maharashtra, Gujarat, MP, and Goa.
• Track partner pipeline, commitments, and conversion metrics; maintain accurate CRM records; and provide weekly deal flow visibility to the Capital Formation Lead.
• Gather and relay feedback from the fieldpartner concerns, competitive positioning, and product gapsto inform fund structuring.

Requirements:

• 5 - 8 years in institutional sales, AIF/PMS distribution, or PE-VC fundraising.
• Demonstrated experience managing B2B partner or channel relationships in financial services.
• Strong working knowledge of SEBI-regulated AIF structures (Cat I / Cat II / Cat III).
• Existing relationships with wealth management firms, RIAs, or family offices in the West.
• Fluency in communicating fund metrics (XIRR, MOIC, IRR, DPI) to sophisticated investors.
• NISM Series XIX-C certification (AIF) preferred; AMFI is an added advantage.

Good to have:

• Prior experience in a growth-stage VC, secondary fund, or private equity fundraising role.
• Understanding of LP due diligence processes, PPM documentation, and fund governance.