01Key Responsibilities
- Identify, approach, and onboard HNI/UHNI investors, family offices, and institutional investors for fundraising opportunities.
- Drive fundraising activities for Private Equity, Pre-IPO, and other investment products.
- Present and explain investment opportunities, deal structures, financial performance, and market outlook to prospective investors.
- Build and maintain robust relationships with investors, wealth managers, intermediaries, and financial advisors.
- Coordinate with investment, legal, and research teams for investor communication and transaction execution.
- Track market trends, investment opportunities, and competitor activities within the private markets space.
- Ensure all fundraising activities comply with regulatory guidelines and internal compliance standards.
Key Skills:
- MBA (Finance) / CA / CFA / Equivalent qualification preferred.
- 3+ years of experience in fundraising, private equity sales, investment products, wealth management, or capital markets.
- Strong understanding of Private Equity, Pre-IPO investments, structured products, and alternative investments.
- Proven experience in investor acquisition and relationship management.
- Strong network of HNI/UHNI clients, family offices, and investment intermediaries will be preferred. .
