We are seeking a highly motivated and client-focused professional to drive fundraising and investor acquisition for Alternative Investment Funds (AIFs). The candidate should possess strong knowledge of Category I products, capital markets, private equity, venture capital, PMS, and wealth management solutions. The role involves managing HNI/UHNI relationships, family offices, wealth partners, and institutional investors.
Key Responsibilities
- Drive sales and fundraising for AIF products across Mumbai.
- Build and maintain relationships with HNIs, UHNIs, Family Offices, Wealth Managers, RIAs, Private Bankers, and Distribution Partners.
- Present investment opportunities, fund strategies, and portfolio performance to prospective investors.
- Source and convert qualified investors through networking, referrals, and relationship-building initiatives.
- Conduct investor meetings, webinars, and product presentations.
- Work closely with Investment, Product, and Operations teams for seamless investor onboarding.
- Monitor market developments, competitor products, and investor sentiment.
- Ensure compliance with SEBI regulations and internal investment policies.
- Achieve monthly, quarterly, and annual fundraising targets.
Desired Candidate ProfileMust Have
- 4–8 years of experience in:
- AIF Sales
- PMS Sales
- Wealth Management
- Private Banking
- Investment Advisory
- Capital Market Products
- Strong network of HNI/UHNI investors in Mumbai.
- Excellent understanding of:
- Alternative Investment Funds
- PMS
- Structured Products
- Private Equity & Venture Capital
- Fixed Income Opportunities
- Proven track record of revenue generation and client acquisition.
Skills: hni,investment,wealth,fundraising,drive,aif,capital,sales
