07 Aug
|
Arbour Investments
|
Mumbai
07 Aug
Arbour Investments
Mumbai
Senior Manager Strategic Investor Relations, Channel
Partnerships
Location
Experience
Qualification
Function
Chakala, Andheri East
810 Years
Postgraduate (Mandatory)
Investor Relations |
Channel Partner
Management | Channel
Partner Retention |
Business Development
Support
About Arbour & the Role
Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate
credit and high-yield debt strategies, operating in the alternative investments space. We manage institutional-grade investment
opportunities delivering superior risk-adjusted returns through a strong network of strategic distribution partners spanning
Wealth Management Firms, National Distributors, Independent Financial Advisors (IFAs), Multi-Family Offices, Private Banks,
Asset Management Companies (AMCs), and other strategic channel partners.
We are seeking a senior investor relations professional to own Arbour's strategic channel partner relationship management
function the custodian of Arbour's most valuable distribution network. The role demands the communication discipline of
a seasoned Investor Relations professional, the relationship depth of an experienced Channel Partner Manager, and the
commercial acuity to strengthen strategic partnerships while driving incremental AUM growth through partner engagement.
It offers direct access to the Founding team, high visibility across Arbour's channel partner ecosystem, and meaningful
influence over partner retention, business expansion, and long-term distribution success.
Strategic Channel Partner Segments
Wealth Management Firms
Independent Financial Advisors (IFAs)
Multi-Family Offices
National Distributors
Private Banks
Asset Management Companies (AMCs)
Existing & Active Channel Partners
Strategic Distribution Partners
Key Responsibilities
A. Strategic Channel
Partner Relationship
Management
Primary relationship manager for all strategic channel partners including Wealth
Management Firms, National Distributors, IFAs, Private Banks, Multi-Family
Offices, and other distribution partnersowning the full partner lifecycle:
onboarding, engagement, servicing, query resolution, and long-term relationship
management.
Build deep, trust-based relationships with channel partner principals, business
heads, investment advisors, relationship managers, and key decision-makers
across the distribution network.
¢ Act as the internal champion for channel partner requirementsensuring
Operations, Compliance, Investment, and Sales teams deliver seamless and high-
quality partner experience.
¢ Maintain comprehensive partner records, engagement history, business
intelligence, and relationship insights to enable proactive and personalized partner
engagement.
B. Channel Partner
Communication &
Reporting
¢ Ensure timely and accurate dissemination of all channel partner communications,
including project performance updates, product updates, regulatory
announcements, marketing collateral, and other partner-facing communications.
¢ Develop and manage a structured channel partner communication calendar,
including quarterly business reviews, product updates, market outlooks, training
sessions, webinars,
and periodic business updates.
¢ Develop and coordinate personalized partner communication materials, including
project performance summaries, investment presentations, product updates, sales
collateral, and business proposals in collaboration with the Investment and Sales
teams.
¢ Facilitate channel partner meetings, business review discussions, product
presentations, partner training sessions, and strategic business reviews to
strengthen long-term partnerships.
C. Channel Partner
Servicing & Query
Management
¢ Serve as the primary point of contact for all channel partner queries, operational
support, documentation requirements, and escalationsensuring prompt
resolution while maintaining strong and long-term partner relationships.
¢ Coordinate with Operations, Finance, Compliance, and Sales teams to facilitate
partner onboarding, KYC requirements, subscription processing, transaction
support, and regulatory compliance.
¢ Coordinate partner-related transaction processes, subscription status,
documentation, commission-related support (where applicable), and ensure
seamless execution of operational requirements between internal teams and
channel partners.
¢ Proactively identify and resolve channel partner concerns before escalation,
ensuring a consistently high standard of service and seamless partner experience.
D. Channel Partner
Retention & Business
Growth
¢ Design and execute channel partner engagement and retention strategies to
strengthen long-term partnerships, enhance partner loyalty, and drive sustained
business growth.
¢ Identify incremental business opportunities, partner-led fund mobilization
opportunities, and referral opportunities; collaborate with the Direct Sales and
Channel Sales teams to drive AUM growth through the partner network.
¢ Build and maintain a structured partner engagement pipeline, tracking business
opportunities, partner interactions, growth initiatives, and incremental AUM
opportunities.
¢ Gather partner feedback and satisfaction insights to continuously enhance partner
engagement, communication quality, and overall partner experience.
E. Market Intelligence &
Strategic Contribution
¢ Stay current with alternative investment developments, regulatory changes, and
evolving trends across the wealth management, private banking, and strategic
channel partner ecosystem.
¢ Provide structured channel partner feedback, market intelligence, and distribution
insights into the Investment, Product, and Sales teams to support business
strategy and product enhancement.
¢ Represent Arbour at wealth management conferences, partner forums, industry
events, and strategic networking platforms to strengthen relationships and expand
the partner ecosystem.
¢ Contribute to Arbour's broader channel partner engagement, investor relations
strategy,
and partner retention initiatives in collaboration with senior leadership.
Candidate Profile
Qualification
¢ Postgraduate in Finance, MBA, Business Administration, or related discipline.
¢ CFA, CFP, or relevant investment certifications are a solid advantage.
Experience
¢ 810 years of experience in Investor Relations, Channel Partner Management, Wealth
Management, Distribution, Private Banking, or Alternative Investments.
¢ Proven track record of managing and growing strategic channel partner relationships,
driving partner engagement, business retention, and incremental AUM through Wealth
Management Firms, IFAs, Private Banks, Multi-Family Offices, National Distributors, or
similar distribution partners.
¢ Prior experience in Channel Partner Management, Investor Relations, Distribution, or
Business Development within an AIF, PMS, Private Equity, Real Estate Fund, Asset
Management Company, or Alternative Investment platform is strongly preferred.
¢ Deep familiarity with alternative investment products, structured credit, distribution
models, partner engagement frameworks, capital call/distribution processes, and AIF
regulations in India.
¢ Established network across Wealth Management Firms, National Distributors, Independent
Financial Advisors (IFAs), Private Banks, Multi-Family Offices, Asset Management
Companies (AMCs), and other strategic distribution partners in Mumbai.
Core
Competencies
¢ Exceptional written and verbal communication skills with the ability to present complex
investment solutions clearly and effectively to channel partners and senior stakeholders.
¢ Strong relationship management discipline with the ability to proactively manage and
strengthen a high-value channel partner portfolio.
¢ Strong emotional intelligence with the ability to manage partner expectations, resolve
concerns, and build long-term strategic relationships.
¢ Commercial acumen to identify partner-led business growth opportunities, incremental
AUM potential, and strategic collaboration opportunities while maintaining an Investor
Relations focus.
¢ Strong reporting discipline with the ability to manage multiple strategic channel partner
relationships while consistently delivering a high-quality partner experience.
Preferred Background & Key Skills
Preferred Industry Background
Key Skills
¢
AIF / PMS Platforms & Alternative Investment
Firms
¢
Strategic Channel Partner Relationship
Management
¢
¢
¢
¢
¢
¢
¢
Wealth Management Firms (Boutique & National)
Asset Management Companies (AMCs)
Private Banks
National Distributors
Independent Financial Advisors (IFAs)
Multi-Family Offices
¢
¢
¢
¢
¢
¢
Channel Partner Communication & Reporting
Partner Engagement & Retention Strategy
Alternative Investment Product Knowledge
Distribution & Wealth Management Ecosystem
Partner Query & Escalation Management
Channel Partner Onboarding & Transaction
Coordination
Real Estate Investment Platforms & NBFCs
¢
¢
Business Reviews & Partner Engagement Events
Incremental AUM Growth through Partner Network
¢
Capital Market & Structured Finance Firms
¢ Stakeholder & Relationship Management
📌 Senior Manager- Strategic Investor Relations,Channel Partnerships (Mumbai)
🏢 Arbour Investments
📍 Mumbai