Director – Distribution (Pune)

Company Overview

Not specified.

Job Summary

We are seeking an experienced Distribution professional to spearhead the growth and expansion of our wealth distribution business in Pune. The successful candidate will play a pivotal role in developing and nurturing relationships with High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, wealth managers, distributors, and institutional partners. The role involves driving distribution across a range of investment products including Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). This is an individual contributor role with the opportunity to build the distribution franchise from the ground up, contributing significantly to the organization’s growth objectives.

Responsibilities

• Drive business development and distribution of investment products such as PMS, AIFs, and Mutual Funds.
• Build and manage relationships with HNIs, UHNIs, family offices, wealth advisors, Independent Financial Advisors (IFAs), corporate treasuries, and institutional clients.
• Develop the Pune market and establish a strong regional distribution network.
• Generate Assets Under Management (AUM) through both direct and partner channels.
• Manage B2C (HNI/UHNI clients) and B2B (distributors, IFAs, wealth partners, banks, national distributors) distribution relationships.
• Identify and establish new distribution partnerships and strategic alliances.
• Collaborate closely with Investment and Product teams to position investment solutions effectively.
• Monitor market trends, competitor offerings, and investor requirements to refine the firm’s distribution strategy.
• Represent the organization at investor meetings, wealth events, and industry forums.

Qualifications

• 10+ years of experience in Wealth Management, Asset Management, PMS, AIF, or Mutual Fund distribution.
• Strong understanding of HNI/UHNI investment products and wealth advisory.
• Existing relationships in the Pune wealth ecosystem are highly preferred.
• Proven experience managing both:
  • B2C (HNI/UHNI clients)
  • B2B (Distributors, IFAs, Wealth Partners, Banks, National Distributors)
• Demonstrated ability to acquire and grow AUM.
• Excellent communication, networking, and stakeholder management skills.
• Entrepreneurial mindset with the ability to build a business from scratch.
• Educational qualifications are not explicitly specified but a background in finance, management, or related fields is preferred.

Preferred Skills

• Strong market analysis and strategic planning capabilities.
• Ability to work independently and drive results.
• Proficiency in relationship management and negotiation.
• Knowledge of regional market dynamics and regulatory environment.

Experience

• 10+ years of relevant experience in wealth or asset management distribution roles.
• Experience managing both B2C and B2B distribution channels.
• Proven track record of asset growth and client acquisition.

Environment

• The role is based in Pune.
• The work environment involves client meetings, industry events, and collaborative interactions with internal teams.
• The position may require travel within the Pune region and possibly to other locations for client engagement and industry forums.

Salary

Not specified.

GrowthOpportunities

Not specified.

Benefits

Not specified.