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 robust 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 prospects, and competitor activities.
Identify emerging investor segments

📌 Wealth Manager Gurugram
🏢 UNLOCK BUSINESS CONSULTING
📍 Gurugram