Distribution Network Development & Tie-Ups
Identify, onboard, and manage relationships with Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), National Distributors (NDs), and Regional Distributors across India.
Build and maintain strategic tie-ups with bank wealth desks (private banking divisions, HNI desks) of leading public and private sector banks.
Forge partnerships with wealth management companies, PMS providers, and multi-family offices to drive fund placement.
Negotiate and finalise distribution agreements, trailer/brokerage structures, and co-marketing arrangements with channel partners.
Maintain a strong and regularly updated pipeline of channel partner relationships at various stages of engagement.
Family Office & HNI/UHNI Investor Outreach
Leverage an existing network of family offices, ultra-HNI investors, and institutional investors to originate capital commitments for funds.
Conduct targeted outreach and in-person meetings with family office CIOs, CFOs, and principals across key metros (Mumbai, Delhi, Ahmedabad, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune).
Build a robust investor contact database and maintain accurate CRM records of all interactions, commitments, and follow-ups.
Represent at industry conferences, investor summits, roadshows, and networking events to enhance brand visibility and generate leads.
Fund Raising & AUM Growth
Own and drive the end-to-end fund-raising process for existing inbound AIF and all future fund launches.
Set and execute against quarterly and annual AUM targets in coordination with the leadership team.
Develop customised pitch decks, fund presentations, and investor communication materials in collaboration with the investment team.
Manage the investor onboarding process, working closely with operations and compliance teams to ensure a seamless experience.
Provide regular fund-raising updates and pipeline reports to senior management.
Marketing, Promotions & Contest Management
Design and execute fund-raising campaigns, promotional contests, and incentive programmes for distribution partners (MFDs, IFAs, wealth managers).
Develop and manage a calendar of investor outreach activities, including webinars, roadshows, investor days, and partner meets.
Collaborate with internal teams to produce marketing collateral, newsletters, digital content, and thought leadership pieces targeted at the wealth distribution community.
Track the effectiveness of promotional initiatives and optimise spend and approach based on outcomes.
Coordinate with SEBI/IFSCA-compliant marketing standards to ensure all fund promotion materials meet regulatory requirements.
Investor Relations & Servicing
Act as the primary point of contact for channel partners and direct investors, ensuring timely communication on fund performance, updates, and corporate actions.
Prepare and distribute regular investor reports, fund factsheets, and performance commentary in coordination with the investment team.
Handle investor queries, concerns, and escalations in a professional and timely manner.
Build long-term, trust-based relationships with channel partners and investors to ensure retention and repeat commitments across new fund launches.
Market Intelligence & Strategy
Stay current on competitor fund products, industry distribution trends, regulatory changes, and investor sentiment to identify new opportunities and adapt distribution strategy.
Provide the leadership team with regular market intelligence on distribution landscape, competitor activity, and emerging fund categories of investor interest.
Contribute to the product development process by providing investor and channel feedback on fund structures, fee models, and target returns. 1. Distribution Network Development & Tie-Ups
Identify, onboard, and manage relationships with Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), National Distributors (NDs), and Regional Distributors across India.
Build and maintain strategic tie-ups with bank wealth desks (private banking divisions, HNI desks) of leading public and private sector banks.
Forge partnerships with wealth management companies, PMS providers, and multi-family offices to drive fund placement.
Negotiate and finalise distribution agreements, trailer/brokerage structures, and co-marketing arrangements with channel partners.
Maintain a strong and regularly updated pipeline of channel partner relationships at various stages of engagement.
Family Office & HNI/UHNI Investor Outreach
Leverage an existing network of family offices, ultra-HNI investors, and institutional investors to originate capital commitments for funds.
Conduct targeted outreach and in-person meetings with family office CIOs, CFOs, and principals across key metros (Mumbai, Delhi, Ahmedabad, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune).
Build a robust inve

Senior Role - Business Development & Fund Distribution

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