Planify Capital - Senior Vice President - Alternative Investment Fund Sales

We are looking for a highly driven and experienced sales leader to head our Alternative Investment Fund (AIF) distribution vertical.

The ideal candidate will have a strong network across HNIs, UHNWIs, Family Offices, and institutional investors, with deep knowledge of AIF structures, regulatory landscape, and product positioning.

This is a strategic, revenue-generating role with clear targets and significant growth opportunities.

Key Responsibilities

• Lead the AIF sales and distribution strategy, with a focus on scaling AIF placements across high-value investor segments.
• Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions.
• To build and manage relationships with Mutual Fund Distributors (ARN holders), RIAs, and Stock Brokers for the placement of AIFs and unlisted shares.
• Identify investor needs and recommend suitable alternative investment products based on risk profile and portfolio objectives.
• Drive investor education, product training, and promotional initiatives to increase AIF & Unlisted shares awareness and participation.
• Achieve defined revenue and asset mobilization targets through structured sales campaigns.
• Collaborate with fund management and compliance teams to ensure smooth onboarding and post-sale engagement.
• Maintain a strong understanding of SEBI regulations, product features, valuation models, and competitive offerings in the AIF space.
• Represent the organization at investment conferences, forums, and industry events.

Key Requirements

Preferred Qualifications & Certifications

What We Offer

ref : iimjobs.com)