Senior Fundraising Manager

Designation : Senior Manager – Direct Fund Raising

Location: Chakala, Andheri East, Mumbai

Experience: 8–10 Years

Qualification: Postgraduate mandatory

Function: Direct Fund Raising | Business Development | AUM Growth

Key Responsibilities

Direct Investor Relationship Management

• Act as the primary relationship manager for HNI, UHNI, and Family Office investors.
• Manage the complete investor lifecycle including onboarding, servicing, query resolution, and retention.
• Build long-term, trust-based relationships with investor principals and investment committees.
• Collaborate with Operations, Compliance, and Investment teams to ensure a superior investor experience.
• Maintain detailed investor records, interaction history, and relationship intelligence.
• Build and manage a strong pipeline of HNI, UHNI, Family Office, corporate and institutional investors
• Drive direct investor acquisition and capital mobilisation from prospecting to closure
• Develop and maintain relationships with HNI/UHNI investors and Family Office principals
• Conduct investment presentations and communicate investment strategies, risk-return profiles and product offerings
• Drive AUM and fundraising targets across direct investor segments
• Identify reinvestment, referral and incremental capital opportunities
• Manage investor due diligence, documentation and onboarding coordination
• Develop bespoke investment proposals and investor communication materials
• Represent the organisation at investor meetings, private wealth forums, Family Office events and networking platforms
• Track investor pipeline, conversion timelines and expected AUM closures
• Provide market intelligence and investor insights to support fund positioning

What we are looking for:

• 8–10 years of experience in direct fundraising, private banking, wealth management or alternative investment sales
• Proven track record of raising capital from HNI/UHNI investors
• Strong experience in Family Office acquisition and relationship management
• Experience with AIF, PMS, structured credit, private equity or real estate fund products will be preferred
• Established HNI/UHNI and Family Office network in Mumbai; network across Delhi, Ahmedabad or Pune is an advantage
• Strong understanding of alternative investments and investment decision-making
• Excellent communication, presentation, negotiation and relationship management skills
• CFA, CFP or relevant investment certifications will be an added advantage

Investor Segments

• High Net Worth Individuals (HNIs)
• Ultra High Net Worth Individuals (UHNIs)
• Single Family Offices
• Multi-Family Offices
• Corporate & Institutional Investors
• Sophisticated / Accredited Investors
• Existing & Re-investing Investors
• Referred Investors from Direct Network