01Overview
Role
Head Wealth & Capital Raising
Location: Mumbai (Nariman Point)
Company: ABANS Financial Services Limited
Reporting To: CEO
About ABANS Financial Services
ABANS Financial Services Limited is a publicly listed and diversified financial services organization with businesses spanning Capital Markets, Broking, Commodities, Research, Lending, Asset Management, Investment Advisory, and Global Financial Services.
As part of our growth strategy, we are looking for a senior leader to build and scale our Wealth & Capital Raising platform, focusing on institutional relationships, strategic partnerships, fund mobilization, and growth of Assets Under Management (AUM).
Role Purpose
The Head Wealth & Capital Raising will be responsible for driving institutional business development, investor outreach, fund raising initiatives, and strategic partnerships that contribute to the growth of the firm\'s AUM and investment platform.
The role will work closely with the CEO and leadership team to expand the firm\'s investor network across Family Offices, Institutional Investors, Corporate Treasuries, Banks, NBFCs, Distributors, Wealth Platforms, and Strategic Partners.
Key Responsibilities
Capital Raising & Investor Coverage
Lead fund-raising initiatives across investment products, alternative investment opportunities, structured products, and proprietary investment strategies.
Build and manage relationships with institutional investors, family offices, corporate treasuries, wealth platforms, and distribution partners.
Identify and engage potential investors for capital mobilization initiatives.
Develop investor engagement and relationship management strategies.
Business Development & Strategic Partnerships
Drive business development initiatives to expand the firm\'s investor and distribution network.
Establish partnerships with banks, wealth management firms, family offices, institutional investors, and financial intermediaries.
Identify new opportunities for strategic growth and market expansion.
Represent the organization at industry forums, investor meetings, and business events.
AUM Growth
Develop and execute strategies for sustainable growth in Assets Under Management (AUM).
Drive inflows through institutional channels and strategic partnerships.
Track and achieve fundraising and AUM targets.
Monitor industry trends and competitor activities to identify growth opportunities.
Product Positioning & Market Development
Work closely with investment, research, and business teams to position products effectively.
Support development and launch of investment solutions aligned with market opportunities.
Prepare and present investment propositions to prospective investors and partners.
Leadership & Stakeholder Management
Build and lead a high-performing business development and investor relations team.
Collaborate with internal stakeholders across Research, Capital Markets, Risk, Compliance, and Operations.
Provide strategic inputs to senior management on business expansion opportunities.
Key Success Metrics
Growth in Assets Under Management (AUM)
Capital Raised Against Annual Targets
Number of Strategic Partnerships Established
Institutional Investor Acquisition
Revenue Contribution from Wealth & Capital Raising Activities
Investor Retention and Relationship Growth
Candidate Profile
12+ years of experience in Wealth Management, Institutional Sales, Capital Raising, Asset Management, Investment Banking, or Financial Services.
Proven track record of raising capital and managing institutional investor relationships.
Strong network across Family Offices, Corporate Treasuries, Banks, NBFCs, Asset Managers, Institutional Investors, and Distribution Channels.
Experience in building and scaling business verticals.
Strong commercial acumen, relationship management, and leadership skills.
Preferred Qualifications
MBA (Finance/Marketing), CA, CFA, or equivalent qualification.
Prior experience in Asset Management, Alternative Investments, Institutional Sales, Wealth Platforms, or Capital Markets preferred. .