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Planify Capital - Senior Vice President - Alternative Investment Fund Sales

Planify Capital - Senior Vice President - Alternative Investment Fund Sales

Planify capital limited, India
30+ days ago
Job description

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

  • 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)

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