Key Responsibilities

- Channel Partner

Acquisition &
- Onboarding

- Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms,

and medium wealth organisations as distribution partners.
- Build a structured partner pipeline across Mumbai and key metros with a clear

activation plan for each.
- Manage the full onboarding process — empanelment, KYC, compliance

registration, and product training.
- Execute a tiered acquisition strategy prioritising high-AUM IFAs, active MFDs,

fee-based RIAs, and structured boutique and medium wealth firms.
- Channel Fund Raising &

AUM Mobilisation
- Drive AUM mobilisation through all channel types, consistently achieving

fundraising targets.
- Manage the full fund raising lifecycle — partner engagement, product

presentation, investor conversion, documentation, and closure.
- Collaborate with partners to identify investor opportunities, co-create

engagement strategies, and support joint presentations.
- Maintain a forecasted AUM pipeline by channel type with timely reporting on

pipeline health and conversion rates.
- Boutique &
- Medium

Wealth Firm Engagement
- Build commercially productive relationships with boutique and medium wealth

firms, positioning Arbour as their preferred alternative investment partner.
- Engage principals and senior RMs to understand client portfolio composition,

product shelf requirements, and AUM targets.
- Deliver product presentations, portfolio review sessions, and joint client

engagement initiatives.
- Develop co-marketing and co-branded initiatives to deepen engagement and

expand client reach.
- CP, IFA, MFD &
- RIA

Relationship Management
- Own relationships across the active CP, IFA, MFD,



and RIA network — ensuring

every partner is engaged, informed, and productive.
- Conduct regular one-on-ones, group briefings, and business reviews; build a

structured partner communication calendar.
- Re-activate dormant partners through targeted outreach and incentive

programmes.
- Monitor partner metrics — activation rate, AUM per partner, mobilisation

velocity — and drive productivity improvement.
- Partner Enablement,

Compliance &
- Reporting

- Develop partner-facing content — product decks, factsheets, performance

summaries, and market commentary for all channel types.
- Organise partner events, roadshows, webinars, and recognition programmes.
- Ensure all activities comply with SEBI regulations, AMFI guidelines, and Arbour’s

compliance framework.
- Coordinate commission payouts, trail income statements, and brokerage

reports with Finance. Maintain accurate partner records.

Candidate Profile

Qualification

- Postgraduate in Finance, MBA, Business Administration, or related discipline.
- NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.

Experience
- 8–10 years in channel fund raising, alternative investment distribution, or financial services

BD.
- Measurable AUM track record through CP, IFA, MFD, and RIA channels; experience scaling

a channel network.




- Proven engagement with boutique and medium wealth firm principals and senior teams.
- Prior experience distributing AIF, PMS, structured debt, or real estate investment products

preferred.
- Active network within the CP, IFA, MFD, RIA, boutique and medium wealth ecosystem in

Mumbai.

Core

Competencies

- Deep understanding of how CPs, IFAs, MFDs, and RIAs operate, earn, and recommend

products to clients.
- Strong commercial acumen — ability to translate complex investment propositions into

clear channel narratives.
- Excellent communication, presentation, and negotiation skills at all partner levels.
- Self-driven with the discipline to independently manage a large partner portfolio in a

target-driven workplace.
- CRM proficiency
- Zoho experience is an advantage.

Preferred Background &

- Key Skills

Preferred Industry Background

- AIF / PMS Platforms &
- Alternative Investment

Firms
- Wealth Management Firms (Boutique &
- Medium)
- Asset Management Companies (AMCs)
- NBFC / Real Estate Finance Companies
- Capital Market &
- Structured Finance Firms

Key Skills
- Channel Fund Raising &
- AUM Mobilisation
- CP / IFA / MFD / RIA Network Management
- Boutique &
- Medium Wealth Firm Engagement
- Partner Onboarding &
- Activation
- Alternative Investment Distribution
- Pipeline Management &
- Forecasting
- Financial Services Distribution Organisations
- Channel Incentive &
- Activation Programmes
- Partner Enablement &
- Content Development
- Investor Presentation &
- Product Positioning
- Stakeholder &
- Relationship Management

Skills: fund raising,channel management,wealth management,alternative investment funds,mutual funds

📌 Senior Manager - Channel Partnership Fund Raising- AB (Mumbai)
🏢 IAssess Consultants
📍 Mumbai