About the role
Key Responsibilities
A. Channel Partner
Acquisition & Onboarding
• Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms,
and medium wealth organisations as distribution partners.
• Build a structured partner pipeline across Mumbai and key metros with a clear
activation plan for each.
• Manage the full onboarding process — empanelment, KYC, compliance
registration, and product training.
• Execute a tiered acquisition strategy prioritising high-AUM IFAs, active MFDs,
fee-based RIAs, and structured boutique and medium wealth firms.
B. Channel Fund Raising &
AUM Mobilisation
• Drive AUM mobilisation through all channel types, consistently achieving
fundraising targets.
• Manage the full fund raising lifecycle — partner engagement, product
presentation, investor conversion, documentation, and closure.
• Collaborate with partners to identify investor opportunities, co-create
engagement strategies, and support joint presentations.
• Maintain a forecasted AUM pipeline by channel type with timely reporting on
pipeline health and conversion rates.
C. Boutique & Medium
Wealth Firm Engagement
• Build commercially productive relationships with boutique and medium wealth
firms, positioning Arbour as their preferred alternative investment partner.
• Engage principals and senior RMs to understand client portfolio composition,
product shelf requirements, and AUM targets.
• Deliver product presentations, portfolio review sessions, and joint client
engagement initiatives.
• Develop co-marketing and co-branded initiatives to deepen engagement and
expand client reach.
D. CP, IFA, MFD & RIA
Relationship Management
• Own relationships across the active CP, IFA, MFD, and RIA network — ensuring
every partner is engaged, informed, and productive.
• Conduct regular one-on-ones, group briefings, and business reviews; build a
structured partner communication calendar.
• Re-activate dormant partners through targeted outreach and incentive
programmes.
• Monitor partner metrics — activation rate, AUM per partner, mobilisation
velocity — and drive productivity improvement.
E. Partner Enablement,
Compliance & Reporting
• Develop partner-facing content — product decks, factsheets, performance
summaries, and market commentary for all channel types.
• Organise partner events, roadshows, webinars, and recognition programmes.
• Ensure all activities comply with SEBI regulations, AMFI guidelines, and Arbour’s
compliance framework.
• Coordinate commission payouts, trail income statements, and brokerage
reports with Finance. Maintain accurate partner records.
Candidate Profile
Qualification • Postgraduate in Finance, MBA, Business Administration, or related discipline.
• NISM Series V-A, NISM XXI-A, CFA, CFP, or AMFI registration preferred.
Experience • 8–10 years in channel fund raising, alternative investment distribution, or financial services
BD.
• Measurable AUM track record through CP, IFA, MFD, and RIA channels; experience scaling
a channel network.
• Proven engagement with boutique and medium wealth firm principals and senior teams.
• Prior experience distributing AIF, PMS, structured debt, or real estate investment products
preferred.
• Active network within the CP, IFA, MFD, RIA, boutique and medium wealth ecosystem in
Mumbai.
Core
Competencies
• Deep understanding of how CPs, IFAs, MFDs, and RIAs operate, earn, and recommend
products to clients.
• Strong commercial acumen — ability to translate complex investment propositions into
clear channel narratives.
• Excellent communication, presentation, and negotiation skills at all partner levels.
• Self-driven with the discipline to independently manage a large partner portfolio in a
target-driven environment.
• CRM proficiency; Zoho experience is an advantage.
Preferred Background & Key Skills
Preferred Industry Background
• AIF / PMS Platforms & Alternative Investment
Firms
• Wealth Management Firms (Boutique & Medium)
• Asset Management Companies (AMCs)
• NBFC / Real Estate Finance Companies
• Capital Market & Structured Finance Firms
Key Skills
• Channel Fund Raising & AUM Mobilisation
• CP / IFA / MFD / RIA Network Management
• Boutique & Medium Wealth Firm Engagement
• Partner Onboarding & Activation
• Alternative Investment Distribution
• Pipeline Management & Forecasting
• Financial Services Distribution Organisations • Channel Incentive & Activation Programmes
• Partner Enablement & Content Development
• Investor Presentation & Product Positioning
• Stakeholder & Relationship Management