Investment Banking -AIF

Actively Reviewing the Applications

Planify Capital Limited

India, Haryana, Gurugram Full-Time On-site INR 5–8 LPA

Posted 3 weeks ago • Apply by May 4, 2026

Job Description

Sales & Distribution Strategy

Develop and execute a strategic sales plan for AIFs and unlisted investment products.
Build and maintain a strong pipeline of prospective investors through direct outreach and networking.
Drive asset mobilization to meet or exceed revenue and AUM targets for AIF products.
Engage with High-Net-Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNWIs), family offices, institutional investors, wealth managers and advisors.
Leverage existing networks to generate leads and convert them into committed capital.
Develop relationships with third-party distribution partners including IFAs, wealth advisors, brokers, and channel partners to increase reach.
Conduct investor presentations, product walks-throughs, and negotiation meetings.
Maintain deep knowledge of AIF structures (Category II/III), including regulatory requirements and risk/return profiles.
Stay updated on market trends in the alternative investment landscape including unlisted equities, pre-IPO placements and structured opportunities.
Educate clients and distribution partners on product features, investment strategy, risk management and valuation attributes.

Brand & Market Presence

Represent the company at industry events, investor forums, webinars, and conferences.
Support marketing and thought leadership initiatives to strengthen brand visibility.

Skills: sales,channel partners,investors,wealth,investment,aif