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
