Experience: 8+ Years

Qualification: Postgraduate (Mandatory) | MBA Finance / Business Administration preferred | CFA/CFP is an advantage

About the Role

We are looking for an experienced Senior Manager – Strategic Investor Relations & Channel Partnerships to manage and strengthen relationships with strategic distribution partners. The role involves driving partner engagement, ensuring seamless communication, supporting business development initiatives, and contributing to AUM growth through a strong network of wealth management firms, IFAs, private banks, AMCs, and other channel partners.

Key Responsibilities

1. Manage end-to-end relationships with strategic channel partners.
2. Build and maintain solid relationships with Wealth Management Firms, IFAs, Private Banks, National Distributors, Multi-Family Offices, and AMCs.
3. Coordinate partner onboarding, servicing, documentation, and query resolution.
4. Develop and execute channel partner communication plans, business reviews, webinars, and product updates.
5. Prepare investment presentations, sales collateral, business proposals, and partner communication materials.
6. Collaborate with Sales, Operations, Compliance, Finance, and Investment teams to ensure a superior partner experience.
7. Drive partner engagement, retention, and business expansion initiatives.
8. Identify opportunities to increase AUM through strategic partner relationships.
9. Track partner interactions, business opportunities, and engagement activities.
10.



Gather market intelligence and partner feedback to support business strategy.
11. Represent the organization at industry events, conferences, and networking forums.

Required Skills:

1. 8+ years of experience in Investor Relations, Channel Partner Management, Wealth Management, Private Banking, Distribution, or Alternative Investments.
2. Proven experience managing strategic channel partners and driving business growth.
3. Experience in AIF, PMS, Private Equity, Asset Management, Real Estate Funds, NBFCs, or Alternative Investment platforms is preferred.
4. Strong understanding of Alternative Investments, Structured Credit, Distribution Models, AIF regulations, and capital market products.
5. Existing network with Wealth Management Firms, IFAs, Private Banks, National Distributors, Multi-Family Offices, and AMCs is highly preferred.
6. Excellent stakeholder management, communication, presentation, and relationship-building skills.

Preferred Skills:

1. Strategic Channel Partner Relationship Management
2. Channel Partner Communication & Reporting
3. Partner Engagement & Retention Strategy
4. Alternative Investment Product Knowledge
5. Distribution & Wealth Management Ecosystem
6. Partner Query & Escalation Management
7. Channel Partner Onboarding & Transaction Coordination
8. Business Reviews & Partner Engagement Events
9. Incremental AUM Growth through Partner Network
10. Stakeholder & Relationship Management

📌 Senior Manager- Strategic Investor Relations, Channel Partnerships (Mumbai)
🏢 Careerfit.ai
📍 Mumbai