Sales & Distribution Strategy

- Develop and execute a strategic sales plan for AIFs and unlisted investment products.

- Build and maintain a robust pipeline of prospective investors through direct outreach and networking.

- Drive asset mobilization to meet or exceed revenue and AUM targets for AIF products.

- Engage with High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNWIs), family offices, institutional investors, wealth managers and advisors.

- Leverage existing networks to generate leads and convert them into committed capital.

- Develop relationships with third-party distribution partners including IFAs, wealth advisors, brokers, and channel partners to increase reach.

- Conduct investor presentations, product walks-throughs, and negotiation meetings.

- Maintain deep knowledge of AIF structures (Category II/III),



including regulatory requirements and risk/return profiles.

- Stay updated on market trends in the alternative investment landscape including unlisted equities, pre-IPO placements and structured opportunities.

- Educate clients and distribution partners on product features, investment strategy, risk management and valuation attributes.

Brand & Market Presence

- Represent the company at industry events, investor forums, webinars, and conferences.

- Support marketing and thought leadership initiatives to strengthen brand visibility.

Any postgraduate qualification; NISM certification will be an added advantage.

📌 Investment Banking - AIF (Gurugram)
🏢 Planify
📍 Gurugram