03 Oct
|
IAssess Consultants
|
India
03 Oct
IAssess Consultants
India
We are seeking a commercially driven fund raising skilled to own Arbour’s channel distribution function — identifying,onboarding, and activating partners, converting those relationships into consistent AUM mobilisation, and building the channel engine from the ground up. The role offers direct access to the Founding team and meaningful influence over distribution strategy.
Channel Partner Ecosystem
Channel Partners (CPs)
Independent Financial Advisors (IFAs)
Mutual Fund Distributors (MFDs)
Registered Investment Advisors (RIAs)
Boutique Wealth Management Firms
Medium-Sized Wealth Management Organisations
Regional Distribution Firms Strategic Distribution Alliances
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 Mobilisatin
• 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 an
📌 Senior Manager — Channel Partnership, Fund Raising-PL (India)
🏢 IAssess Consultants
📍 India