Key Responsibilities

A. 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.

B. 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.

C. 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.

D. 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.

E. 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 transparent 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 environment.
- 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

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