We’re Hiring | Fund Raising & Investor Relationship – AIF Category II

Location: CBD Belapur, Navi Mumbai
Designation: Fund Raising & Investor Relationship

Industry: Alternative Investment Fund (AIF) – Category II

We are looking for a dynamic, target-driven professional to lead investor outreach, fund mobilisation, relationship management, and investor onboarding for our AIF operations.

Key Responsibilities

1. Generate investor opportunities through calls, referrals, networking, and company-provided leads
2. Engage with HNIs, UHNIs, Family Offices, Corporate Investors, and Professional Investors
3. Conduct outreach through calls, emails, Linked In, and personal meetings
4. Present fund opportunities and investment propositions to prospective investors
5. Schedule and coordinate investor meetings with senior management
6. Build solid relationships with Wealth Managers, IFAs, MFDs, Chartered Accountants, Corporate Consultants, and Family Offices
7. Achieve monthly and quarterly fund mobilisation targets
8. Manage end-to-end investor onboarding, including KYC, FATCA, subscription agreements, declarations, and application forms
9. Coordinate with Trustees, Legal Advisors, Compliance teams, and Fund Administration partners
10.



Maintain investor records, onboarding trackers, documentation, and MIS reports

Key Performance Indicators

- Investor outreach calls and meetings
- Qualified investor opportunities generated
- Investor presentations conducted
- Channel-partner meetings initiated
- Monthly fund mobilisation achieved
- Investor conversion ratio
- Successful investor onboardings
- Timely completion of documentation and compliance requirements
- Skills Required
- Excellent communication, presentation, and relationship-management skills
- Understanding of financial products and investment concepts
- Strong documentation, coordination, and process-management ability
- CRM and reporting proficiency
- Ability to perform in a target-oriented environment

If you have experience in fund raising, investor relations, wealth management, financial products, or AIF operations, we would love to connect.

? Share your profile at [email protected]

? CBD Belapur, Navi Mumbai

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📌 Hiring: We’re Hiring | Fund Raising & Investor Relationship – Aif Category Ii (Pune)
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