Sr Manager - Channel Partnership, Fund Raising-PL
Iassess Consultants · Mumbai · onsite · Posted 27d ago
Undisclosed8–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
We are seeking a commercially driven fund raising professional to own Arbour s channel distribution function - identifying,onboarding, and activating partners, converting those relationships into consistent AUM mobilisation, and building the channel engine from the ground up. The role offers direct access to the Founding team and meaningful influence over distribution strategy.
Channel Partner Ecosystem
Channel Partners (CPs)
Channel Partners (CPs)
Independent Financial Advisors (IFAs)
Mutual Fund Distributors (MFDs)
Mutual Fund Distributors (MFDs)
Registered Investment Advisors (RIAs)
Boutique Wealth Management Firms
Boutique Wealth Management Firms
Medium-Sized Wealth Management Organisations
Regional Distribution Firms Strategic Distribution Alliances
Regional Distribution Firms Strategic Distribution Alliances
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.
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 Mobilisatin
- 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.
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.
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
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
D. CP, IFA, MFD RIA Relationship Management
- 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.
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.
Qualification
- Postgraduate in Finance, MBA, Business Administration, or related discipline.
- NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.
- 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.
- 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.
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
- 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
Firms
- Wealth Management Firms (Boutique Medium)
- Asset Management Companies (AMCs)
- NBFC / Real Estate Finance Companies
- Capital Market Structured Finance Firms
- Financial Services Distribution Organisations
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
- CP / IFA / MFD / RIA Network Management
- Boutique Medium Wealth Firm Engagement
- Partner Onboarding Activation
- Alternative Investment Distribution
- Pipeline Management Forecasting
- Channel Incentive Activation Programmes
- Partner Enablement Content Development
- Investor Presentation Product Positioning
- Stakeholder Relationship Management
- Partner Enablement Content Development
- Investor Presentation Product Positioning
- Stakeholder Relationship Management
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
crmFund Raisingchannel partnerDebtAsset ManagementCFAamcsAcquisition StrategyChannel PartnershipIncome StatementsChannel DistributionCFPBrokerageAdministrationFinancial ServicescompliancefinanceForecasting