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    Job · 12118511

    Intellectual Capital Hr Consulting logo

    Senior Manager AIF Fund Raising

    Intellectual Capital Hr Consulting · Mumbai · onsite · Posted 66d ago

    ₹25.0L - ₹35.0L PA5–10 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Position Overview

    We are looking for an entrepreneurial and result-oriented AIF Fund Raising professional to drive capital mobilisation for the firm's AIF products through both Direct Client Acquisition and B2B/B2C Channel Sales.

    The individual will be responsible for developing relationships with HNI/UHNI investors, family offices and affluent clients while simultaneously building a strong distribution network comprising Wealth Managers, IFAs, MFDs, RIAs, Private Banks, Wealth Management Firms, Financial Advisors and other relevant intermediaries.

    The role requires a combination of consultative selling, investor relationship management, channel development and strong understanding of AIF/alternative investment products.

    Key Responsibilities

    1. Direct Client Sales B2C

    • Identify, acquire and develop relationships with HNI, UHNI and affluent investors.
    • Generate direct leads for AIF investments through personal network, references, events and market outreach.
    • Understand investor objectives, risk appetite, asset allocation requirements and investment preferences.
    • Present and articulate the AIF investment thesis, strategy, structure, risk factors and potential returns to prospective investors.
    • Conduct investor meetings, product presentations and investment discussions.
    • Build long-term relationships with existing investors and identify opportunities for additional investments and referrals.
    • Maintain a high-quality investor pipeline and ensure systematic follow-up through the complete investment cycle.
    • Coordinate with investment, operations, compliance and senior management teams for smooth investor onboarding and documentation.
    • Develop a strong HNI/UHNI investor franchise for the organisation.

    2. Channel Sales – B2B

    • Develop and manage relationships with Wealth Management Firms, Private Banks, IFAs, MFDs, RIAs, Family Offices, Financial Advisors and other distribution partners.
    • Identify and onboard productive channel partners capable of generating AIF business.
    • Conduct product training and presentations for channel partners.
    • Equip distributors with appropriate product knowledge, investment thesis and sales collateral.
    • Generate regular business through the existing channel network while continuously expanding the partner base.
    • Build relationships with senior relationship managers, wealth heads, business heads and investment professionals within distribution organisations.
    • Track channel-wise business performance and develop strategies to improve productivity.
    • Conduct regular partner meetings, investor events and product discussions.

    3. AIF Product Sales

    • Develop deep understanding of the firm's AIF offerings, investment strategy, portfolio, underlying assets, fund structure, tenure, return expectations, risks and liquidity considerations.
    • Effectively communicate the investment proposition to sophisticated investors and professional intermediaries.
    • Stay updated on competing AIF products, private credit, PMS, private equity and other alternative investment products.
    • Prepare customised investment presentations and pitches based on investor requirements.
    • Ensure all product communication and sales activity remains aligned with applicable regulatory and compliance requirements.

    4. Investor Relationship Management

    • Act as a trusted point of contact for prospective and existing investors.
    • Maintain regular communication with investors and channel partners.
    • Coordinate investor updates, reporting and queries with internal teams.
    • Build strong credibility and trust within the HNI/UHNI and wealth management ecosystem.
    • Generate referrals and repeat investments through relationship-led selling.

    5. Business Development & Market Expansion

    • Develop a comprehensive prospect database covering HNI/UHNI investors, family offices and intermediary networks.
    • Identify new geographic and institutional markets for AIF distribution.
    • Participate in investor meets, conferences, wealth forums and industry events.
    • Develop market intelligence around competing AIFs and alternative investment opportunities.
    • Contribute to the development of the firm's overall AIF distribution strategy.

    Target Client Segments

    Direct / B2C

    • HNI / UHNI Investors
    • Affluent Individuals
    • Entrepreneurs / Promoters
    • CXOs and Senior Professionals
    • Existing Alternative Investment Investors
    • Family-owned businesses and investment families

    Channel / B2B

    • Wealth Management Firms
    • Private Banks
    • MFDs / IFAs
    • RIAs
    • Family Offices
    • Financial Advisors
    • Portfolio Managers
    • Securities / Broking Firms
    • Institutional Distribution Platforms
    • Corporate Wealth & Treasury Networks

    Sourced from naukri

    Skills

    Portfolio Management ServicesAlternative Investment FundPMSInvestment managementAifFinancial AdvisoryAlternate InvestmentPortfolio ManagementWealth ManagementFamily OfficeInvestment AdvisoryAlternative InvestmentsInvestment Portfolio

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