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 excellent fi

Pay: ₹35,000.00 - ₹55,000.00 per month

Perks:
Cell phone reimbursement
Versatile schedule
Food provided
Paid sick time

Work Location: In person

📌 Investment Executive Churchgate
🏢 NMS tech solutions
📍 Churchgate