Manager Syndication (Mumbai)

Manager Syndication (Mumbai)

18 Sep
|
Socradamus
|
Mumbai

18 Sep

Socradamus

Mumbai

About Socradamus Capital

Socradamus Capital is a SEBI-registered Category I Merchant Banker in Mumbai. We execute placements, primary & secondary fundraising transactions for growth-stage Indian companies. We are building a front-office Syndication team to own our investor relationships end to end.

The Role

We need a Manager who can build a personal book of 100+ mid-HNW individual investors, lead and pitch any fundraising deal — IPO, Pre-IPO, any other primary or secondary fund raising transactions — in plain language that a business owner or doctor says yes to, and close ₹25 Lakh–₹1 Crore tickets per person. You build the relationships — through referrals, community networking, small group briefings — and you close the money.

Who We Are Looking For

You have 3–5 years of personally building HNW client relationships and closing investment commitments — not servicing inherited clients. CFA Level III cleared. You can explain a fundraising deal — IPO, Pre-IPO, primary or secondary — to a busy CA or business owner in 5 minutes without jargon. You have a personal network of 30–50 mid-HNW contacts right now who trust your investment recommendations.

● Build and own a personal pipeline of 100+ mid-HNW individual investors (₹10–15 Cr portfolio, ₹25L+ ticket).

● Position each fundraising deal — IPO, Pre-IPO,



primary or secondary — for the specific investor — one-page summary, simple return scenarios, no jargon.

● Lead all investor conversations independently — one-on-ones, calls, small group briefings (8–15 people).

● Close signed subscriptions and payments. Own the KYC, agreement and payment coordination end to end.

● Convert every successful deal closure into 1–2 referrals for the next deal.

● Log every interaction in CRM within 24 hours. Submit weekly commitment tracker every Monday.

What You Will Do

● Meet 25+ investors per month — in person wherever possible. Physical meetings close deals that calls do not.

● Send one-page deal summary within 3 working days of every current mandate briefing.

● Follow up every 3 days with interested investors until subscription is signed and payment is received.

● Host one small group fundraising briefing session per deal — 8 to 15 people, 30 minutes, Q&A.;

● Call every invested client personally on listing day. Ask for one referral after every successful exit.

How to Apply

Send your CV + a 100-word note on one investment you personally closed with a HNW individual — what the product was, the ticket size, how you positioned it and how you closed it. No note = no shortlist. Email: [email protected]| Subject: Manager – Syndication (UHNI/HNI)| [Your Name]

📌 Manager Syndication (Mumbai)
🏢 Socradamus
📍 Mumbai

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