Requirement: Senior Manager Strategic Investor Relations, Channel Partnerships

Reporting: Director

Job Location: Chakala, Andheri East,

Work Model: Work from Office (WFO) & Field work:WFO

Years of Experience:8 to 10 years

Qualification: Graduate, Postgraduate in Finance, MBA, Business Administration (Any Postgraduate preferred)

Budget:30LPA

Working Days: Monday to Friday

Working Time: timings versatile can login any time between 8.30 am to 10 am but have to complete 9 hrs shift

JD-

Company is seeking a senior investor relations professional to own

Strategic Channel Partner Segments Wealth Management Firms National Distributors

Independent Financial Advisors (IFAs) Private Banks

Multi-Family Offices Asset Management Companies (AMCs)

Strategic Distribution Partners Existing & Active Channel Partners

Key Responsibilities A. Strategic Channel Partner Relationship Management

* Primary relationship manager for all strategic channel partners — including Wealth Management Firms, National Distributors, IFAs, Private Banks, Multi-Family Offices, and other distribution partners—owning the full partner lifecycle: onboarding, engagement, servicing, query resolution, and long-term relationship management.

* Build deep, trust-based relationships with channel partner principals, business heads, investment advisors, relationship managers, and key decision-makers across the distribution network.

* Act as the internal champion for channel partner requirements—ensuring Operations, Compliance, Investment, and Sales teams deliver seamless and high-quality partner experience.

* Maintain comprehensive partner records, engagement history, business intelligence, and relationship insights to enable proactive and personalized partner engagement.

B. Channel Partner Communication & Reporting

* Ensure timely and accurate dissemination of all channel partner communications, including project performance updates, product updates, regulatory announcements, marketing collateral, and other partner-facing communications.

* Develop and manage a structured channel partner communication calendar,



including quarterly business reviews, product updates, market outlooks, training sessions, webinars, and periodic business updates.

* Develop and coordinate personalized partner communication materials, including project performance summaries, investment presentations, product updates, sales collateral, and business proposals in collaboration with the Investment and Sales teams.

* Facilitate channel partner meetings, business review discussions, product presentations, partner training sessions, and strategic business reviews to strengthen long-term partnerships.

C. Channel Partner Servicing & Query Management

* Serve as the primary point of contact for all channel partner queries, operational support, documentation requirements, and escalations—ensuring prompt resolution while maintaining strong and long-term partner relationships.

* Coordinate with Operations, Finance, Compliance, and Sales teams to facilitate partner onboarding, KYC requirements, subscription processing, transaction support, and regulatory compliance.

* Coordinate partner-related transaction processes, subscription status, documentation, commission-related support (where applicable), and ensure seamless execution of operational requirements between internal teams and channel partners.

* Proactively identify and resolve channel partner concerns before escalation, ensuring a consistently high standard of service and seamless partner experience.

D. Channel Partner Retention & Business Growth

* Design and execute channel partner engagement and retention strategies to strengthen long-term partnerships, enhance partner loyalty, and drive sustained business growth.

* Identify incremental business opportunities,



partner-led fund mobilization opportunities, and referral opportunities; collaborate with the Direct Sales and Channel Sales teams to drive AUM growth through the partner network.

* Build and maintain a structured partner engagement pipeline, tracking business opportunities, partner interactions, growth initiatives, and incremental AUM opportunities.

* Gather partner feedback and satisfaction insights to continuously enhance partner engagement, communication quality, and overall partner experience.

E. Market Intelligence & Strategic Contribution

* Stay current with alternative investment developments, regulatory changes, and evolving trends across the wealth management, private banking, and strategic channel partner ecosystem.

* Provide structured channel partner feedback, market intelligence, and distribution insights into the Investment, Product, and Sales teams to support business strategy and product enhancement.

* Represent company wealth management conferences, partner forums, industry events, and strategic networking platforms to strengthen relationships and expand the partner ecosystem.

* Contribute to company broader channel partner engagement, investor relations strategy, and partner retention initiatives in collaboration with senior leadership

Candidate Profile Qualification

* Postgraduate in Finance, MBA, Business Administration, or related discipline.

* CFA, CFP, or relevant investment certifications are a strong advantage.

Experience

* 8–10 years of experience in Investor Relations, Channel Partner Management, Wealth Management, Distribution, Private Banking, or Alternative Investments.

* Proven track record of managing and growing strategic channel partner relationships, driving partner engagement, business retention, and incremental AUM through Wealth Management Firms, IFAs, Private Banks, Multi-Family Offices, National Distributors, or similar distribution partners.

Pay: ₹2,500,000.00 - ₹3,000,000.00 per year

Benefits:

- Flexible schedule

Work Location: In person

📌 Senior Manager Strategic Investor Relations, Channel Partnerships (Mumbai)
🏢 Sterling Workforce Enterprises
📍 Mumbai