NAGHAVI Financial Services Private Limited's Fundraising Head should be positioned as a senior leadership role owning overall capital-raising strategy (NCDs + public/Investor modules) and investor relationships for the group.
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## Role Overview

- Lead the overall fundraising and investor relations function for NAGHAVI Financial Services Private Limited (NFS), with a focus on NCDs, public investment modules, and capital for NFS Group's real estate and allied projects.
- Design and execute sustainable capital‐raising strategies that support planned project pipelines and help deleverage the balance sheet over time.

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## Key Responsibilities
### 1. Fundraising Strategy and Planning

- Develop and own a multi‐year fundraising strategy (debt, NCDs, structured products, and other compliant instruments) aligned with NFS Group's growth and debt‐reduction goals.
- Translate business plans of Quiknest, Master Path, and other NFS divisions into explicit capital‐raising requirements with timelines, ticket sizes, and investor segments.
- Continuously track market conditions, interest rates, and investor appetite to refine fund‐raise timing, product structures, and pricing.

### 2. Capital Raising Execution

- Lead end‐to‐end execution of all fundraising initiatives, from origination of investor leads to final closure of commitments and documentation.
- Identify, target, and engage appropriate investor segments, including HNIs, family offices, corporates, wealth managers, distribution partners, and retail investors as permitted by regulation.
- Drive campaigns and roadshows for NCDs and project‐linked investment products, ensuring coherence of messaging across presentations, Whats App, email, and on‐ground meetings.
- Coordinate preparation and delivery of key fundraising materials (pitch decks, term sheets, information memoranda, FAQs, application forms, follow‐up reports).
- Maintain a robust pipeline and dashboard of fundraising opportunities, with clear stage‐wise tracking (lead, engaged, due diligence, committed, funded).

### 3. Investor Relations and Reporting





- Act as the primary relationship owner for investors and distribution partners, ensuring timely, transparent communication and high‐quality service.
- Oversee periodic investor updates, performance reports, and project progress communications for NCD and investment product investors, in coordination with finance and operations teams.
- Handle investor queries, concerns, and escalations with professionalism, ensuring issues are resolved quickly and feedback is captured into future processes.
- Plan and manage investor meetings, site visits (for real estate projects), webinars, and engagement events to strengthen trust and repeat investments.

### 4. Product, Structuring and Deal Support

- Work with the Chairman and senior management to shape fund structures, NCD series, and project‐linked schemes within the regulatory framework and risk appetite of NFS.
- Coordinate with legal, finance, and compliance to ensure that term sheets, offer documents, and agreements meet both investor needs and regulatory requirements.
- Support bulk deals, co‐investment opportunities, or project‐specific structures (for example, pre‐sales or forward funding of residential apartments) to meet the 20% return model and similar offerings.

### 5. Compliance and Governance

- Ensure that all fundraising and investor communication activities comply with applicable Indian laws, SEBI and MCA norms, and internal NFS policies.
- Coordinate with internal/external legal counsel, auditors, and regulators as required for approvals, documentation, and disclosures related to fundraising.
- Maintain accurate records of investor communications, commitments, and documentation to support audits and regulatory inspections.

### 6. Cross‐Functional Collaboration





- Work closely with leadership of Quiknest, Master Path, and other divisions to ensure fundraising is directly linked to executable, revenue‐generating projects.
- Collaborate with marketing and technology teams (Vizualyst/IT partners) to build digital funnels and campaigns for investor acquisition and communication (website, Whats App campaigns, landing pages, CRM, dashboards).
- Provide regular fundraising performance updates in management reviews and support strategic decisions (project prioritization, capital allocation, deleveraging plan).

### 7. Team Building and Process Setup

- Set up the fundraising and investor relations function as a scalable unit, including hiring, training, and performance management of team members (BD, tele‐calling, relationship managers).
- Define and enforce standard operating procedures (SOPs) for lead generation, investor onboarding, documentation, KYC collection, and post‐investment servicing.
- Implement and oversee a reporting system (for example, Google Sheets/CRM) to track investor data, collections, renewals, redemptions, and relationship health metrics.

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## Key Performance Indicators (KPIs)

- Total capital raised versus annual and project‐wise targets (NCDs and investment modules).
- Cost of funds and investor acquisition cost compared with benchmarks.
- Timeliness and quality of investor reporting and compliance deliverables.
- Investor repeat‐investment rate and referral contribution to new capital.
- Strength and growth of active investor and distribution partner network.

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## Desired Profile (Short)

- 8–15 years of experience in fundraising, investment banking, NBFC/financial services, real estate funding, or wealth management, with strong exposure to debt/NCDs or similar products.
- Proven track record of independently closing sizable fund‐raises from HNIs/family offices/corporates or institutional investors.
- Strong understanding of financial products, basic structuring, and regulatory considerations in India, plus excellent communication and relationship‐building skills.

📌 Head of fundraising (Bengaluru)
🏢 Naghavi Financial Services Private
📍 Bengaluru