- Acquire, onboard and nurture relationships with distributors such as IFAs, RIAs, National Distributors, private wealth platforms, family offices, and bank channels for AIF and mutual fund distribution.
- Meet and exceed AUM and revenue targets across mutual funds and AIF products.
- Train and enable distributor partners via regular workshops, client calls, and knowledge sessions for better engagement.
- Support go-to-market strategy: collaborate with investment, product, and marketing teams on campaign strategy, product messaging, and pitch materials.
- Provide market intelligence: analyze competitor offerings, regulatory changes, and client behaviors to inform strategy.
Maintain CRM pipeline: track distributor onboarding, AUM conversion, engagement metrics and funnel progress.

Required Qualifications & Experience

- 10–15 years of experience in mutual fund and AIF (and/or PMS) distribution—must have sold AIF products actively to HNI/wealth segments.
Established distributor network across key metro cities and ability to expand footprint.

Certifications :





- NISM Series V-A (Mutual Fund Distributors) mandatory
- AIF certification preferred or willingness to obtain within initial months.
Education: MBA (Finance/Marketing), CA, CFA, or equivalent.

Core Skills & Competencies

- Excellent written and verbal communication, presentation, and negotiation skills.
- Solid relationship-building acumen and consultative selling mindset.
- Strategic thinking and proactive pipeline management. Comfortable working in high-pressure targets-driven environments.
Financial market insights: deep understanding of mutual funds, AIF structures (Category I/II/III), PMS, taxation, and regulatory nuances.

Preferred Attributes

- Self-driven, entrepreneurial attitude with ability to work autonomously and achieve results.
- Prior exposure to institutional/wealth management or private banking environments.
- Metro-market experience with established distributor contacts across IFAs, RIAs, banks, and family offices.

📌 Senior Relationship Manager-AIF (India)
🏢 Planify
📍 India