Planify Capital
3 weeks ago
- We are looking for a highly driven and experienced sales leader to head our Alternative Investment Fund (AIF) distribution vertical.
- The ideal candidate will have a strong network across HNIs, UHNWIs, Family Offices, and institutional investors, with deep knowledge of AIF structures, regulatory landscape, and product positioning.
- This is a strategic, revenue-generating role with clear targets and significant growth opportunities.
Key Responsibilities:
- Lead the AIF sales and distribution strategy, with a focus on scaling AIF placements across high-value investor segments.
- Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions.
- To build and manage relationships with Mutual Fund Distributors (ARN holders), RIAs, and Stock Brokers for the placement of AIFs and unlisted shares.
- Identify investor needs and recommend suitable alternative investment products based on risk profile and portfolio objectives.
- Drive investor education, product training, and promotional initiatives to increase AIF & Unlisted shares awareness and participation.
- Achieve defined revenue and asset mobilization targets through structured sales campaigns.
- Collaborate with fund management and compliance teams to ensure smooth onboarding and post-sale engagement.
- Maintain a strong understanding of SEBI regulations, product features, valuation models, and competitive offerings in the AIF space.
- Represent the organization at investment conferences, forums, and industry events.
Key Requirements:
- 10-15 years of experience in AIF sales, wealth management, or investment product distribution.
- Proven track record in mobilizing assets for AIFs, PMS, or other structured products.
- Strong understanding of the Indian alternative investment ecosystem and SEBI guidelines.
- Excellent network among HNIs, UHNWIs, and institutional clients.
- Strategic thinker with strong execution capability and a results-driven approach.
Preferred Qualifications & Certifications
- Bachelor's or Master's degree in Finance, Business, or related field.
- Certifications (any of the following preferred):
- NISM Series XIX-B - AIF (Category III) Distributors Certification.
- NISM Series XIX-C - AIF Managers Certification.
- CAIA Charterholder - Chartered Alternative Investment Analyst.
- AIMA's Skill Development Program on Alternative Investments and PMS.
What We Offer:
- Opportunity to lead a high-growth vertical in a dynamic investment firm.
- Attractive incentive structure linked to performance.
- Collaborative work environment with exposure to premium clients and products.
- Continuous learning and certification support
