Senior Manager - Channel Partnership & Fund Raising - Financial Services

Senior Manager - Channel Partnership & Fund Raising Location: Chakala, Andheri East, Mumbai Experience: 8 - 10 Years Qualification: Postgraduate - Mandatory Function: Channel Sales | Business Development | Fund Raising Industry: Financial Services / Alternative Investments About the Role: We are looking for a commercially driven Senior Manager - Channel Partnership & Fund Raising to lead channel distribution, build and activate a strong partner network, and drive AUM mobilisation and fundraising through CPs, IFAs, MFDs, RIAs, boutique wealth firms and other distribution partners. Key Responsibilities: - Identify, evaluate and onboard Channel Partners (CPs), IFAs, MFDs, RIAs, boutique wealth firms and medium-sized wealth organisations. - Build and manage a strong partner pipeline across Mumbai and key metro markets. - Own the complete partner onboarding process including empanelment, KYC, compliance registration and product training. - Drive fundraising and AUM mobilisation through multiple distribution channels and consistently achieve targets. - Manage the complete fundraising lifecycle from partner engagement and product presentations to investor conversion, documentation and closure. - Build strong relationships with principals and senior relationship managers of boutique and medium-sized wealth firms. - Conduct product presentations, portfolio review meetings and joint client engagement initiatives. - Own relationships with active CP, IFA, MFD and RIA networks and drive partner productivity. - Re-activate dormant partners through targeted engagement and incentive programmes. - Track key partner metrics such as activation rate, AUM per partner and mobilisation velocity. - Organise partner meetings, roadshows, webinars and other channel engagement initiatives. - Develop partner-facing content including product decks, factsheets, performance summaries and market commentary. - Ensure compliance with SEBI regulations, AMFI guidelines and internal compliance requirements. - Coordinate with Finance on commission payouts, trail income statements and brokerage reports. - Maintain accurate partner and pipeline records and provide regular fundraising forecasts. Candidate Requirements: - Postgraduate degree in Finance, MBA, Business Administration or a related discipline. - 8 - 10 years of experience in channel fundraising, alternative investment distribution or financial services business development. - Demonstrated and measurable AUM mobilisation track record through CP, IFA, MFD and/or RIA channels. - Strong existing network among CPs, IFAs, MFDs, RIAs and wealth management firms in Mumbai. - Experience engaging with boutique and medium-sized wealth firm principals and senior teams. - Experience in distributing AIF, PMS, structured debt or real estate investment products will be preferred. - NISM Series V-A, NISM XXI-A, CFA, CFP or AMFI registration will be an advantage. - Strong understanding of channel partner economics, product recommendation and distribution models. - Excellent communication, presentation, negotiation and relationship-management skills. - Strong commercial orientation with the ability to explain complex investment products in a clear manner. - Ability to independently manage a large partner portfolio in a target-driven environment. - CRM proficiency; Zoho experience is an advantage. Preferred Industry Background: - AIF / PMS Platforms & Alternative Investment Firms - Wealth Management Firms - Asset Management Companies (AMCs) - NBFC / Real Estate Finance Companies - Capital Market & Structured Finance Firms - Financial Services Distribution Organisations