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Fund Raising Investor Relationship - Cat AIF-II

Fund Raising Investor Relationship - Cat AIF-II

jprime buildcon
  • Posted 5 hours ago
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Job Description

Company Name :- Jprime Buildcon

Location: Belapur, Navi Mumbai

HR Contact: 8104419399

Email: [Confidential Information]

Address : Jprime Buildcon llp, Office No. 601/602, One Platinum, Plot no 8, Sector 15 Belapur, Navi Mumbai, Maharashtra, 400614

Company Website: www.jprimebuildconllp.com

AIF Website: https://venkateshcapitalmanagement.com/

Responsible for fund raising, investor acquisition, relationship management, channel partner development, investor onboarding supervision, trustee coordination, and achievement of fund mobilization targets.

Responsibilities

Key Responsibilities

• Generate and manage investor opportunities through calls, referrals, networking, and company-provided leads.

• Approach HNIs, UHNIs, Family Offices, Corporate Investors, and Professional Investors.

• Conduct investor outreach through calls, emails, LinkedIn, and personal meetings.

• Schedule and coordinate investor meetings with senior management.

• Present fund opportunities and investment propositions to prospective investors.

• Achieve monthly and quarterly fund mobilization targets.

• Develop relationships with Wealth Managers, IFAs, MFDs, Chartered Accountants, Corporate Consultants, and Family Offices.

• Maintain regular communication with prospective and existing investors.

• Coordinate end-to-end investor onboarding, including KYC, FATCA, subscription agreements, declarations, and application forms. • Coordinate with Trustee, Legal Advisors, Compliance Team, and Fund Administration partners.

• Maintain investor records, operational documentation, and onboarding trackers.

• Prepare daily activity reports, weekly pipeline reports, monthly fund-raising reports, and investor onboarding MIS.

Skills Required

• Fund Raising Experience • HNI Relationship Management • Investor Presentation Skills • Negotiation & Closing Skills • AIF/PMS/Wealth Management Knowledge • Operations & Compliance Coordination

More Info

Key Skills

Operations Compliance Coordination

Negotiation Closing Skills

Investor Presentation Skills

HNI Relationship Management

AIF PMS Wealth Management Knowledge

Fund Raising Experience

About Company