The Wealth Manager will be responsible for driving capital raising initiatives for the AIF platform by acquiring and managing relationships with HNI/UHNI investors, Family Offices, Wealth Management Firms, Private Banks, Independent Financial Advisors (IFAs), and Institutional Investors. The role requires solid relationship-building skills, investment advisory capabilities, and a proven track record in financial product distribution.

---
Key Responsibilities
Fund Raising & Investor Acquisition

* Drive fundraising for Alternative Investment Funds (AIFs) and other investment products offered by the platform.

* Source investments from HNIs, UHNIs, Family Offices, Corporate Treasuries, and Institutional Investors.

* Generate and maintain a robust investor pipeline through networking, referrals, and market outreach.

* Achieve monthly, quarterly, and annual fundraising targets.
Relationship Management

* Build and maintain long-term relationships with investors and distribution partners.

* Act as the primary point of contact for investor queries and portfolio discussions.





* Conduct regular review meetings with investors and provide market updates.

* Ensure superior investor experience and service delivery.
Distribution Channel Development

* Develop relationships with:

* Wealth Management Firms

* Private Banks

* Independent Financial Advisors (IFAs)

* Multi-Family Offices

* Corporate Advisors

* Wealth Aggregators

* Expand the distribution network to increase fund reach and capital inflows.
Investment Advisory & Product Presentation

* Understand investor requirements, risk appetite, and investment objectives.

* Present fund strategy, investment philosophy, and performance updates effectively.

* Conduct investor meetings, webinars, and product presentations.

* Assist investors in completing onboarding and subscription processes.
Market Intelligence

* Monitor market trends, alternative investment opportunities, and competitor activities.

* Identify emer

📌 Wealth Manager (Gurugram)
🏢 UNLOCK BUSINESS CONSULTING
📍 Gurugram