06 Aug
|
5M Consultants
|
Gandhinagar
06 Aug
5M Consultants
Gandhinagar
- Fund Category: SEBI Registered Category III Alternative Investment Fund (AIF)
- Location: Gandhinagar
- Experience: 5–7 years (Alternative Investments / PMS / Wealth Management / AIF preferred)
- Role Overview
- The Manager – Sales will play a critical role in driving capital raising initiatives and expanding the distribution ecosystem. This is a client-facing, revenue-focused position responsible for developing strategic partnerships and strengthening the firm’s presence across High-Net-Worth (HNI), Ultra-High-Net-Worth (UHNI), Family Office, and Institutional investor segments.
- Key Responsibilities
-
- Fundraising & Business Development
- Drive AUM growth across Category III AIF strategies through proactive client acquisition and relationship management.
- Identify and onboard new investors across HNI, UHNI, and institutional segments.
- Develop and execute regional business development plans aligned with organizational growth objectives.
- Maintain a strong pipeline of prospective investors and conversion opportunities.
- - Relationship Management & Market Expansion
- Serve as a primary relationship manager for assigned partners and investors.
- Provide ongoing engagement, performance communication, and product updates.
- Gather market intelligence and investor feedback to support product positioning and strategy refinement.
- Represent us at industry events, investor forums, and partner engagements.
- - Partnership & Distribution Development
- Build, manage, and scale strategic relationships with: HNIs and UHNIs, Family Offices, Independent Financial Advisors (IFAs), Wealth Managers and distribution partners
- Expand and strengthen a high-quality distributor network across key markets.
- Conduct product presentations, investor meetings, and due diligence discussions with partners & clients.
- Required Skills & Experience
- Good-to-Have
- Prior experience distributing Category III AIF products.
- CFA / MBA (Finance) or equivalent skilled qualification.
- Exposure to institutional or family office capital raising.
- Experience working with quantitative or derivatives-based investment strategies.
- Must Have - Core Competencies
- Relationship & Trust Building: Ability to develop long-term, credibility-driven partnerships with clients and distribution partners.
- Commercial Acumen: Strong understanding of business outcomes, revenue drivers, and value creation
- Execution Discipline: Strong ownership mindset with consistent follow-through and results orientation.
- Stakeholder Management: Ability to manage multiple internal and external stakeholders while aligning interests effectively.
- Professional Presence: High level of integrity, credibility, and relationship maturity in client-facing interactions
📌 Regional Manager - Partnerships Investment (Gandhinagar)
🏢 5M Consultants
📍 Gandhinagar