Planify Capital - Senior Vice President - Alternative Investment Fund Sales

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 :

• 10-15 years of experience in AIF sales, wealth management, or investment product distribution.
• Proven track record in mobilizing assets for AIFs, PMS, or other structured products.
• Strong understanding of the Indian alternative investment ecosystem and SEBI guidelines.
• Excellent network among HNIs, UHNWIs, and institutional clients.
• Strategic thinker with strong execution capability and a results-driven approach.

Preferred Qualifications & Certifications

• Bachelor's or Master's degree in Finance, Business, or related field.
• Certifications (any of the following preferred) :
• NISM Series XIX-B - AIF (Category III) Distributors Certification.
• NISM Series XIX-C - AIF Managers Certification.
• CAIA Charterholder - Chartered Alternative Investment Analyst.
• AIMA's Skill Development Program on Alternative Investments and PMS.

What We Offer :

• Opportunity to lead a high-growth vertical in a dynamic investment firm.
• Attractive incentive structure linked to performance.
• Collaborative work environment with exposure to premium clients and products.
• Continuous learning and certification support

(ref : iimjobs.com)