Key Responsibilities

 Investor Outreach & Meetings: Proactively identify, cold-call, and meet Family

Offices, VC/PE funds, UHNIs, and other private investors to pitch client fundraising

mandates — this is a high-meeting-volume, field-facing role.

 Deal Closure: Drive the fundraising process end-to-end — from first investor

meeting to term sheet and fund closure — owning the relationship at every stage.

 Pitching & Presentation: Confidently present client business plans and investment

opportunities to investors face-to-face; comfortable handling investor Q&A; and

objections on the spot.

 Network Building: Continuously expand and leverage a personal network of Family

Offices, PE/VC funds, and UHNIs; bring an existing investor Rolodex where

possible.

 Roadshows & Events: Plan and execute investor roadshows, one-on-one meetings,

and represent the firm at industry conferences and networking forums.

 CRM & Pipeline Management: Maintain an active pipeline of investor

conversations, track commitments, and report fundraising progress against targets.

 Client Liaison: Act as the primary point of contact between clients and investors

during negotiation and closing.

 Market Intelligence: Stay current on investor appetite, sector funding trends, and

competitor fundraising activity to sharpen pitch strategy.

 Cross-team Coordination: Work with internal teams to get pitch decks and collateral

ready — but the core job is meeting investors and closing capital, not preparing the

material.

Desired Candidate Profile

Experience:

 4–5 years in a fund raising, business development, investment sales, or

wealth/investor relationship management role — NOT primarily a research, credit

analysis, or equity research background.

 Prior experience directly meeting and pitching to Family Offices, VC/PE funds, or





UHNI investors is strongly preferred (candidates from broking, wealth management

sales, PMS/AIF distribution, or merchant banking BD roles are a great fit).  An existing, active network of investor contacts is a significant plus and will be

weighted heavily in shortlisting.

Skills & Competencies:

 Excellent verbal communication, persuasion, and interpersonal skills — this is a

hunting/closing role, not a desk-based analytical one.

 Working knowledge of investment structures and deal terms (equity, debt, structured

deals) — enough to hold a credible investor conversation, not to build models.

 Strong existing network or demonstrated ability to build one from scratch (cold

outreach, referrals, industry events).

 Confident, presentable, and comfortable in senior boardroom / family office settings.

 Target-oriented with a track record of meeting fundraising or sales closure numbers.

 Willingness to travel extensively for investor meetings and industry events.

 Proficiency in CRM tools, PowerPoint, and Excel (for pipeline tracking, not

modeling).

Educational Qualification:

 Graduate/MBA in Finance, Commerce, Marketing, or related field.

 CA/CFA is not mandatory for this role — practical fundraising/BD experience and

investor network matter more than academic credentials.

What We Offer

 Chance to work closely with senior leadership and build a strong network within

the investment community.

 Exposure to diverse fundraising mandates across sectors.

 Performance-linked incentives (if applicable — please specify).

 Growth path into senior investor relations / deal origination roles.

Pay: ₹50,000.00 - ₹65,000.00 per month

Benefits:

- Cell phone reimbursement
- Commuter assistance
- Food provided
- Leave encashment
- Paid sick time
- Provident Fund

Education:

- Bachelor's (Preferred)

Experience:

- Business development: 4 years (Required)

Work Location: In person

📌 Relationship Executive (India)
🏢 NMS tech solutions
📍 India