01Overview
We are seeking a highly motivated and client-focused qualified 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 prospects, 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 - 48 years of experience in:
AIF Sales
PMS Sales
Wealth Management
Private Banking
Investment Advisory
Capital Market Products - Solid 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
