Head – IFA & PMS Partnerships

Company Overview

A global investing platform enabling Indian investors to seamlessly access international investment opportunities. This company is creating a technology-led wealth ecosystem by partnering with Independent Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Registered Investment Advisors (RIAs), Wealth Managers, Family Offices, and financial institutions. With a strong focus on relationship-led distribution, it aims to become the preferred platform for global investment solutions in India.

Job Summary

The Head – IFA & PMS Partnerships is a high-impact business leadership role responsible for acquiring, managing, and growing relationships with IFAs, PMS distributors, Wealth Managers, Family Offices, RIAs, and other distribution partners. This position will own partner acquisition, activation, revenue growth, and market expansion while working closely with product, leadership, and investment teams. The ideal candidate will have deep relationships within India's wealth management ecosystem and a proven track record of scaling distribution businesses.

Responsibilities

• Distribution Strategy & Business Growth:

  • Build and execute the national distribution strategy for the investment platform.
  • Scale assets under distribution through IFA, PMS, Wealth Management, and Family Office channels.
  • Drive partner acquisition, activation, and long-term engagement.
  • Own business targets across partner onboarding, assets under management (AUM), revenues, and client acquisition.

• Partner Acquisition:

  • Develop and manage relationships with:
    • Independent Financial Advisors (IFAs)
    • Mutual Fund Distributors (MFDs)
    • Registered Investment Advisors (RIAs)
    • Portfolio Management Service (PMS) distributors
    • Wealth Management firms
    • Family Offices
    • Boutique Asset Management Companies
    • Corporate wealth partners

• Relationship Management:

  • Become the primary relationship owner for strategic partners.
  • Conduct regular partner meetings, product presentations, and investment workshops.
  • Drive partner productivity through continuous engagement.
  • Ensure high retention and wallet-share growth.

• Business Development:

  • Identify new partnership opportunities across India.
  • Build strategic alliances with wealth platforms and financial institutions.
  • Expand the company's presence in new geographies and partner segments.
  • Create scalable distribution models for long-term growth.

• Product & Market Enablement:

  • Work closely with investment and product teams to communicate product positioning.
  • Gather partner feedback to improve offerings and customer experience.
  • Support product launches and market campaigns.

• Leadership:

  • Build and lead a high-performing distribution team.
  • Establish sales processes, partner engagement frameworks, and reporting systems.
  • Track business performance through defined KPIs.

Qualifications

• Experience: 10–15+ years in Wealth Management, Asset Management, PMS, Mutual Funds, or Financial Distribution.
• Relationships: Strong connections with IFAs, MFDs, Wealth Managers, Family Offices, and distribution partners across India.
• Knowledge: Experience with Asset Management Companies (AMCs), PMS providers, wealth platforms, or fintech-led wealth businesses.
• Proven Ability: Track record of building large distribution networks and scaling AUM.
• Understanding: Strong knowledge of Mutual Funds, PMS, Alternative Investment Funds (AIFs), Global Investing, and investment products.
• Skills: Excellent relationship management and consultative selling skills.
• Mindset: Entrepreneurial mindset with the ability to build businesses from the ground up.

Preferred Skills

• Advanced understanding of digital investment technologies and platforms.
• Experience working in cross-functional teams.
• Proficiency in market analysis and competitor benchmarking.

Experience

• Minimum 10–15 years of relevant experience in wealth management or financial distribution.

Environment

• The position is located in Mumbai, India, and may involve both in-office and fieldwork.

Salary

• Salary details are not specified.

Growth Opportunities

• Potential for advancement to senior leadership positions within the company as the wealth distribution network expands.

Benefits

• Specific benefits are not provided; usual offerings may include health insurance, paid leave, retirement plans, and professional development opportunities.