Senior Manager - Channel Partnership Fund Raising- AB

Key Responsibilities
A. Channel Partner
Acquisition & Onboarding

- Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms,
and medium wealth organisations as distribution partners.
- Build a structured partner pipeline across Mumbai and key metros with a clear
activation plan for each.
- Manage the full onboarding process - empanelment, KYC, compliance
registration, and product training.
- Execute a tiered acquisition strategy prioritising high-AUM IFAs, active MFDs,
fee-based RIAs, and structured boutique and medium wealth firms.

B. Channel Fund Raising &
AUM Mobilisation

- Drive AUM mobilisation through all channel types, consistently achieving
fundraising targets.
- Manage the full fund raising lifecycle - partner engagement, product
presentation, investor conversion, documentation, and closure.
- Collaborate with partners to identify investor opportunities, co-create
engagement strategies, and support joint presentations.
- Maintain a forecasted AUM pipeline by channel type with timely reporting on
pipeline health and conversion rates.

C. Boutique & Medium
Wealth Firm Engagement

- Build commercially productive relationships with boutique and medium wealth
firms, positioning Arbour as their preferred alternative investment partner.

- Engage principals and senior RMs to understand client portfolio composition,
product shelf requirements, and AUM targets.
- Deliver product presentations, portfolio review sessions, and joint client
engagement initiatives.
- Develop co-marketing and co-branded initiatives to deepen engagement and
expand client reach.

D. CP, IFA, MFD & RIA
Relationship Management

- Own relationships across the active CP, IFA, MFD, and RIA network - ensuring
every partner is engaged, informed, and productive.
- Conduct regular one-on-ones, group briefings, and business reviews; build a
structured partner communication calendar.
- Re-activate dormant partners through targeted outreach and incentive
programmes.
- Monitor partner metrics - activation rate, AUM per partner, mobilisation
velocity - and drive productivity improvement.

E. Partner Enablement,
Compliance & Reporting

- Develop partner-facing content - product decks, factsheets, performance
summaries, and market commentary for all channel types.
- Organise partner events, roadshows, webinars, and recognition programmes.
- Ensure all activities comply with SEBI regulations, AMFI guidelines, and Arbour s
compliance framework.
- Coordinate commission payouts, trail income statements, and brokerage
reports with Finance. Maintain accurate partner records.

Candidate Profile
Qualification - Postgraduate in Finance, MBA, Business Administration, or related discipline.
- NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.

Experience - 8-10 years in channel fund raising, alternative investment distribution, or financial services

BD.
- Measurable AUM track record through CP, IFA, MFD, and RIA channels; experience scaling
a channel network.
- Proven engagement with boutique and medium wealth firm principals and senior teams.
- Prior experience distributing AIF, PMS, structured debt, or real estate investment products
preferred.
- Active network within the CP, IFA, MFD, RIA, boutique and medium wealth ecosystem in
Mumbai.

Core
Competencies

- Deep understanding of how CPs, IFAs, MFDs, and RIAs operate, earn, and recommend
products to clients.
- Strong commercial acumen - ability to translate complex investment propositions into
clear channel narratives.
- Excellent communication, presentation, and negotiation skills at all partner levels.
- Self-driven with the discipline to independently manage a large partner portfolio in a
target-driven environment.
- CRM proficiency; Zoho experience is an advantage.

Preferred Background & Key Skills
Preferred Industry Background
- AIF / PMS Platforms & Alternative Investment
Firms
- Wealth Management Firms (Boutique & Medium)
- Asset Management Companies (AMCs)
- NBFC / Real Estate Finance Companies
- Capital Market & Structured Finance Firms

Key Skills
- Channel Fund Raising & AUM Mobilisation
- CP / IFA / MFD / RIA Network Management
- Boutique & Medium Wealth Firm Engagement
- Partner Onboarding & Activation
- Alternative Investment Distribution
- Pipeline Management & Forecasting

- Financial Services Distribution Organisations - Channel Incentive & Activation Programmes
- Partner Enablement & Content Development
- Investor Presentation & Product Positioning
- Stakeholder & Relationship Management