Senior Manager – Channel Partnership & Fund Raising

Location: Chakala, Andheri East, Mumbai

Experience: 8–10 Years

Qualification: Postgraduate – Mandatory

Function: Channel Sales | Business Development | Fund Raising

Industry: Financial Services / Alternative Investments

About the Role

We are looking for a commercially driven Senior Manager – Channel Partnership & Fund Raising to lead channel distribution, build and activate a strong partner network, and drive AUM mobilisation and fundraising through CPs, IFAs, MFDs, RIAs, boutique wealth firms and other distribution partners. JD_Senior Manager — Channel Par…

Key Responsibilities

- Identify, evaluate and onboard Channel Partners (CPs), IFAs, MFDs, RIAs, boutique wealth firms and medium-sized wealth organisations.
- Build and manage a strong partner pipeline across Mumbai and key metro markets.
- Own the complete partner onboarding process including empanelment, KYC, compliance registration and product training.
- Drive fundraising and AUM mobilisation through multiple distribution channels and consistently achieve targets.
- Manage the complete fundraising lifecycle from partner engagement and product presentations to investor conversion, documentation and closure.
- Build strong relationships with principals and senior relationship managers of boutique and medium-sized wealth firms.
- Conduct product presentations, portfolio review meetings and joint client engagement initiatives.
- Own relationships with active CP, IFA, MFD and RIA networks and drive partner productivity.
- Re-activate dormant partners through targeted engagement and incentive programmes.
- Track key partner metrics such as activation rate, AUM per partner and mobilisation velocity.
- Organise partner meetings, roadshows,



webinars and other channel engagement initiatives.
- Develop partner-facing content including product decks, factsheets, performance summaries and market commentary.
- Ensure compliance with SEBI regulations, AMFI guidelines and internal compliance requirements.
- Coordinate with Finance on commission payouts, trail income statements and brokerage reports.
- Maintain accurate partner and pipeline records and provide regular fundraising forecasts. JD_Senior Manager — Channel Par… JD_Senior Manager — Channel Par…

Candidate Requirements
- Postgraduate degree in Finance, MBA, Business Administration or a related discipline.
- 8–10 years of experience in channel fundraising, alternative investment distribution or financial services business development.
- Demonstrated and measurable AUM mobilisation track record through CP, IFA, MFD and/or RIA channels.
- Strong existing network among CPs, IFAs, MFDs, RIAs and wealth management firms in Mumbai.
- Experience engaging with boutique and medium-sized wealth firm principals and senior teams.
- Experience in distributing AIF, PMS, structured debt or real estate investment products will be preferred.
- NISM Series V-A, NISM XXI-A, CFA, CFP or AMFI registration will be an advantage.
- Strong understanding of channel partner economics, product recommendation and distribution models.
- Excellent communication, presentation,



negotiation and relationship-management skills.
- Strong commercial orientation with the ability to explain complex investment products in a transparent manner.
- Ability to independently manage a large partner portfolio in a target-driven environment.
- CRM proficiency; Zoho experience is an advantage. JD_Senior Manager — Channel Par…

Preferred Industry Background Candidates from the following backgrounds will be preferred:
- AIF / PMS Platforms & Alternative Investment Firms
- Wealth Management Firms
- Asset Management Companies (AMCs)
- NBFC / Real Estate Finance Companies
- Capital Market & Structured Finance Firms
- Financial Services Distribution Organisations JD_Senior Manager — Channel Par…

Key Skills Channel Fund Raising | AUM Mobilisation | CP/IFA/MFD/RIA Network Management | Alternative Investment Distribution | Partner Acquisition & Activation | Wealth Management | Business Development | Pipeline Management | Investor Presentation | Product Positioning | Relationship Management

Ideal candidate: A proven channel fundraising professional with an established wealth/distribution network and a strong track record of mobilising AUM through financial-services distribution channels.

Pay: ₹3,000,000.00 - ₹5,000,000.00 per year

Application Question(s)

- Do you have an active network of CPs, IFAs, MFDs, RIAs, or wealth management firms in Mumbai?
- Do you have experience distributing AIF, PMS, structured debt, real estate investment, or other alternative investment products?
- Are you currently based in Mumbai, and are you comfortable working from Chakala, Andheri East?

- CTC

- ECTC
- How soon can you join?

Work Location: In person

📌 Senior Manager – Fundraising & Channel Partnerships (Mumbai)
🏢 Work Place
📍 Mumbai