Employment Type: Full‑time
Location: Mumbai (with engagement across key metros)
Industry: Financial Services / Alternative Investments

Role Overview

We are seeking an experienced professional to lead channel partner acquisition, fundraising, and relationship management. The role involves onboarding CPs, IFAs, MFDs, RIAs, and boutique wealth firms, driving AUM mobilisation, and building strong engagement across the wealth ecosystem.

Key Responsibilities

- Partner Acquisition: Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, and boutique wealth firms.
- Fundraising: Drive AUM mobilisation through structured partner engagement and investor conversion.
- Wealth Firm Engagement: Build productive relationships with boutique and medium wealth firms, delivering product presentations and co‑marketing initiatives.
- Relationship Management: Own relationships across CP, IFA, MFD, and RIA networks, ensuring activation and productivity.
- Partner Enablement: Develop partner‑facing content, organise events/webinars, and ensure compliance with SEBI/AMFI guidelines.

Candidate Profile

- 8–10 years of experience in channel fundraising, alternative investment distribution, or financial services BD.




- Proven AUM track record through CP, IFA, MFD, and RIA channels.
- Strong engagement with boutique and medium wealth firms.
- Prior experience distributing AIF, PMS, structured debt, or real estate investment products preferred.
- Active network within Mumbai’s CP, IFA, MFD, RIA ecosystem.

Qualifications

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

Core Competencies

- Commercial Acumen: Ability to translate complex investment propositions into transparent narratives.
- Communication Skills: Strong presentation and negotiation skills.
- Self‑Driven: Discipline to manage a large partner portfolio in a target‑driven environment.
- CRM Proficiency: Experience with Zoho is an advantage.

Preferred 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

Pay: ₹2,200,000.00 - ₹2,600,000.00 per year

Work Location: In person

📌 Senior Manager — Channel Partnership and Fund Raising - A (India)
🏢 MVP Consults Private
📍 India