Planify Capital

- 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 (ref:iimjobs.com)