Manager / Senior Manager – Distribution & Channel Sales (Alternates)Position Overview
The role is responsible for expanding the distribution network for alternative investment products, including AIFs, NCDs, and structured investment offerings, through Independent Financial Advisors (IFAs), National Distributors (NDs), wealth platforms, and family offices across India.
Key Responsibilities
Distributor Relationship Management
- Build and manage relationships with IFAs, National Distributors, wealth platforms, and family offices.
- Identify, onboard, and activate new distribution partners across assigned regions.
- Re-engage dormant partners and increase productivity of existing relationships.
- Act as the primary point of contact for partners regarding products, processes, and servicing.
Business Development & AUM Mobilisation
- Achieve targets related to partner onboarding, activations, and Assets Under Management (AUM) mobilisation.
- Conduct regular market visits and distributor meetings to build a strong sales pipeline.
- Participate in joint client meetings with partners to support investment closures.
- Develop customized presentations and solutions for distributors and their clients.
Product Engagement & Training
- Conduct product training sessions, webinars, and partner engagement programs.
- Drive awareness of new product launches and investment opportunities.
- Share regular updates on products, performance, and processes.
- Guide partners on investor onboarding, KYC, and investment execution processes.
Coordination & Reporting
- Coordinate with Operations and Compliance teams to ensure seamless investor onboarding.
- Design and implement partner engagement and recognition initiatives.
- Maintain MIS reports, sales pipelines, and business dashboards.
- Provide market intelligence and competitor feedback to internal stakeholders.
Key Performance Indicators (KPIs)
- Number of new distribution partners onboarded.
- AUM mobilised across investment products.
- Market coverage and number of partner meetings conducted.
- Productivity and engagement levels of distribution partners.
- Quality and turnaround time of investor onboarding processes.
Candidate Profile
Experience
- 8–14 years of experience in wealth management, broking, asset management, or financial product distribution.
- Proven experience in channel sales of alternative investments, PMS, mutual funds, NCDs, or structured products.
- Strong network of IFAs, distributors, and wealth partners.
Education & Certifications
- MBA in Finance or equivalent postgraduate qualification preferred.
- Relevant industry certifications are an advantage.
Skills & Competencies
- Strong relationship management and consultative selling skills.
- Excellent communication and presentation abilities.
- Target-driven with strong pipeline and territory management capabilities.
- Proficiency in MIS reporting, CRM, and data analysis tools.
- Fluency in English and Hindi; additional regional languages are an advantage.
- Willingness to travel extensively.
What the Role Offers
- Ownership of a high-growth distribution territory.
- Exposure to alternative investment products and strategic partnerships.
- Performance-driven environment with significant growth opportunities and visibility.
Pay: Up to ₹2,400,000.00 per year
Work Location: In person