01Key Responsibilities
1. Strategic Alliances & Business Development:
- Develop and execute the distribution strategy for PMS and AIF products across India.
- Establish and strengthen strategic partnerships with Private Banks, Wealth Management Firms, Family Offices, MFOs, IFAs, RIAs, National and Regional Distributors, and Institutional Channels.
- Identify and onboard new distribution partners to expand market penetration and investor reach.
- Negotiate commercial agreements and partnership frameworks with key distribution entities.
2. Distribution & Asset Gathering:
- Drive AUM growth through partner-led acquisition and relationship management.
- Create channel-specific business plans and revenue targets.
- Work closely with distributors to increase product penetration and investor engagement.
- Monitor sales pipelines, conversion ratios, and fundraising activities.
- Lead fundraising initiatives for Category II and Category III AIFs and PMS strategies.
3. Relationship Management:
- Build and maintain senior-level relationships with CXOs, investment heads, and key stakeholders across partner organizations.
- Conduct regular reviews with distribution partners to track performance and identify growth opportunities.
- Act as the primary escalation point for strategic partners.
4. Product Positioning & Market Intelligence:
- Collaborate with investment and product teams to develop market-relevant PMS and AIF offerings.
- Gather market intelligence, competitor insights, and investor feedback.
- Develop positioning strategies and value propositions for various investor segments.
- Support product launches, roadshows, webinars, and investor education initiatives.
5. Internal Stakeholder Management:
- Work closely with Product, Investments, Marketing, Compliance, Operations, and Legal teams.
- Ensure smooth onboarding, execution, and servicing processes for distribution partners.
- Support creation of sales collateral, presentations, and distributor training programs.
6. Governance & Compliance:
- Ensure adherence to SEBI regulations governing PMS and AIF distribution.
- Maintain high standards of conduct, suitability, and investor protection.
- Oversee distribution governance and partner due diligence processes.
7. Leadership & Team Management:
- Build and lead a high-performing distribution and alliance management team.
- Establish performance metrics and growth plans for team members.
- Foster a culture of collaboration, accountability, and client-centricity.
Key Performance Indicators (KPIs):
- Net New AUM Mobilized
- Fundraising Achievements Across PMS & AIF Platforms
- Number and Quality of Strategic Distribution Partnerships
- Revenue Growth from Distribution Channels
- Partner Productivity and Activation Rates
- Geographic Expansion and Market Coverage
- Client Retention and Satisfaction Metrics
Desired Candidate Profile:
1. Education:
- MBA / PGDM in Finance, Marketing, or related discipline.
- CFA, CA, CFP, or equivalent qualification preferred.
2. Experience:
- 10-15 years of experience in Wealth Management, Asset Management, PMS, AIF, Mutual Funds, or Alternative Investments.
- Proven experience in distribution leadership and fundraising.
- Strong network across private banks, wealth platforms, family offices, and institutional channels.
- Demonstrated track record of achieving large-scale AUM mobilization targets.
3. Knowledge & Skills:
- Deep understanding of PMS, AIF, private markets, and capital markets.
- Strong relationship management and negotiation skills.
- Strategic thinking with strong commercial acumen.
- Excellent presentation and communication abilities.
- Understanding of SEBI PMS and AIF regulatory framework.
- Ability to work with senior stakeholders and drive cross-functional collaboration.
