Position Overview

We are looking for an entrepreneurial and result-oriented AIF Fund Raising professional to drive capital mobilisation for the firm's AIF products through both Direct Client Acquisition and B2B/B2C Channel Sales.

The individual will be responsible for developing relationships with HNI/UHNI investors, family offices and affluent clients while simultaneously building a robust distribution network comprising Wealth Managers, IFAs, MFDs, RIAs, Private Banks, Wealth Management Firms, Financial Advisors and other relevant intermediaries.

The role requires a combination of consultative selling, investor relationship management, channel development and strong understanding of AIF/alternative investment products.

Key Responsibilities

1. Direct Client Sales B2C

- Identify, acquire and develop relationships with HNI, UHNI and affluent investors.
- Generate direct leads for AIF investments through personal network, references, events and market outreach.
- Understand investor objectives, risk appetite, asset allocation requirements and investment preferences.
- Present and articulate the AIF investment thesis, strategy, structure, risk factors and potential returns to prospective investors.
- Conduct investor meetings, product presentations and investment discussions.
- Build long-term relationships with existing investors and identify opportunities for additional investments and referrals.
- Maintain a high-quality investor pipeline and ensure systematic follow-up through the complete investment cycle.
- Coordinate with investment, operations, compliance and senior management teams for smooth investor onboarding and documentation.
- Develop a strong HNI/UHNI investor franchise for the organisation.

2.



Channel Sales – B2B

- Develop and manage relationships with Wealth Management Firms, Private Banks, IFAs, MFDs, RIAs, Family Offices, Financial Advisors and other distribution partners.
- Identify and onboard productive channel partners capable of generating AIF business.
- Conduct product training and presentations for channel partners.
- Equip distributors with appropriate product knowledge, investment thesis and sales collateral.
- Generate regular business through the existing channel network while continuously expanding the partner base.
- Build relationships with senior relationship managers, wealth heads, business heads and investment professionals within distribution organisations.
- Track channel-wise business performance and develop strategies to improve productivity.
- Conduct regular partner meetings, investor events and product discussions.

3. AIF Product Sales

- Develop deep understanding of the firm's AIF offerings, investment strategy, portfolio, underlying assets, fund structure, tenure, return expectations, risks and liquidity considerations.
- Effectively communicate the investment proposition to sophisticated investors and professional intermediaries.
- Stay updated on competing AIF products, private credit, PMS, private equity and other alternative investment products.




- Prepare customised investment presentations and pitches based on investor requirements.
- Ensure all product communication and sales activity remains aligned with applicable regulatory and compliance requirements.

4. Investor Relationship Management

- Act as a trusted point of contact for prospective and existing investors.
- Maintain regular communication with investors and channel partners.
- Coordinate investor updates, reporting and queries with internal teams.
- Build strong credibility and trust within the HNI/UHNI and wealth management ecosystem.
- Generate referrals and repeat investments through relationship-led selling.

5. Business Development & Market Expansion

- Develop a comprehensive prospect database covering HNI/UHNI investors, family offices and intermediary networks.
- Identify new geographic and institutional markets for AIF distribution.
- Participate in investor meets, conferences, wealth forums and industry events.
- Develop market intelligence around competing AIFs and alternative investment opportunities.
- Contribute to the development of the firm's overall AIF distribution strategy.

Target Client Segments

Direct / B2C

- HNI / UHNI Investors
- Affluent Individuals
- Entrepreneurs / Promoters
- CXOs and Senior Professionals
- Existing Alternative Investment Investors
- Family-owned businesses and investment families

Channel / B2B

- Wealth Management Firms
- Private Banks
- MFDs / IFAs
- RIAs
- Family Offices
- Financial Advisors
- Portfolio Managers
- Securities / Broking Firms
- Institutional Distribution Platforms
- Corporate Wealth & Treasury Networks

📌 Senior Manager AIF Fund Raising (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai