Senior Relationship Manager – Aif

4 weeks ago

Ahmedabad, Gujarat, India Planify Capital Limited Full time
Acquire, onboard and nurture relationships with distributors such as IFAs, RIAs, National Distributors, private wealth platforms, family offices, and bank channels for AIF and mutual fund distribution.

Meet and exceed AUM and revenue targets across mutual funds and AIF products.

Train and enable distributor partners via regular workshops, client calls, and knowledge sessions for better engagement.

Support go-to-market strategy: collaborate with investment, product, and marketing teams on campaign strategy, product messaging, and pitch materials.

Provide market intelligence: analyze competitor offerings, regulatory changes, and client behaviors to inform strategy.

Maintain CRM pipeline: track distributor onboarding, AUM conversion, engagement metrics and funnel progress.

Required Qualifications & Experience10–15 years of experience in mutual fund and AIF (and/or PMS) distribution—must have sold AIF products actively to HNI/wealth segments.

Established distributor network across key metro cities and ability to expand footprint.

Certifications: NISM Series V-A (Mutual Fund Distributors) mandatory AIF certification preferred or willingness to obtain within initial months.

Education: MBA (Finance/Marketing), CA, CFA, or equivalent.

Core Skills & Competencies Excellent written and verbal communication, presentation, and negotiation skills.

Strong relationship-building acumen and consultative selling mindset.

Strategic thinking and proactive pipeline management.

Comfortable working in high-pressure targets-driven environments.

Financial market insights: deep understanding of mutual funds, AIF structures (Category I/II/III), PMS, taxation, and regulatory nuances.

Preferred Attributes Self-driven, entrepreneurial attitude with ability to work autonomously and achieve results.

Prior exposure to institutional/wealth management or private banking environments.

Metro-market experience with established distributor contacts across IFAs, RIAs, banks, and family offices.

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