20 Aug
|
Intellectual Capital HR Consulting
|
Mumbai
20 Aug
Intellectual Capital HR Consulting
Mumbai
Position Overview
We are looking for an entrepreneurial and result-oriented AIF Fund Raising qualified to drive capital mobilisation for the firm's AIF products through both Direct Client Acquisition and B2B/B2C Channel Sales.
The individual will be responsible for developing relationships with HNI/UHNI investors, family offices and affluent clients while simultaneously building a robust distribution network comprising Wealth Managers, IFAs, MFDs, RIAs, Private Banks, Wealth Management Firms, Financial Advisors and other relevant intermediaries.
The role requires a combination of consultative selling, investor relationship management, channel development and robust understanding of AIF/alternative investment products.
Key Responsibilities
Direct Client Sales B2C
Identify, acquire and develop relationships with HNI, UHNI and affluent investors.
Generate direct leads for AIF investments through personal network, references, events and market outreach.
Understand investor objectives, risk appetite, asset allocation requirements and investment preferences.
Present and articulate the AIF investment thesis, strategy, structure, risk factors and potential returns to prospective investors.
Conduct investor meetings, product presentations and investment discussions.
Build long-term relationships with existing investors and identify opportunities for additional investments and referrals.
Maintain a high-quality investor pipeline and ensure systematic follow-up through the complete investment cycle.
Coordinate with investment, operations, compliance and senior management teams for smooth investor onboarding and documentation.
Develop a strong HNI/UHNI investor franchise for the organisation.
Channel Sales – B2B
Develop and manage relationships with Wealth Management Firms, Private Banks, IFAs, MFDs, RIAs, Family Offices, Financial Advisors and other distribution partners.
Identify and onboard productive channel partners capable of generatin
📌 Senior Manager Aif Fund Raising Mumbai
🏢 Intellectual Capital HR Consulting
📍 Mumbai