Company: Growthally Advisors

Location: Mumbai

Experience: 1–5 Years

Function: Investor Relations / AIF Fundraising / Business Development

Employment Type: Full-time

About Growthally Advisors Growthally Advisors is a leading investment banking and financial advisory firm with 15+ years of experience in the Indian financial services ecosystem.

Our Key Areas Of Expertise Include

- Debt Syndication
- Equity Advisory
- Mergers & Acquisitions
- Leasing Solutions
- CFO Services
- SEBI-Registered Alternative Investment Fund (AIF)

Role Overview We are looking for a Manager – Investor Relations to drive AIF fundraising, investor acquisition, relationship management, distribution, and AUM growth . The role will involve building and managing relationships with HNIs, UHNIs, Family Offices, IFAs, MFDs, Wealth Managers, Private Banks, Corporates, Trusts, and other eligible investors .

The Manager will be responsible for managing the investor journey from lead generation and engagement to investment closure, onboarding, and post-investment relationship management .

Key Responsibilities Fundraising & Investor Acquisition

- Drive fundraising and investor acquisition initiatives for the AIF.
- Generate and convert qualified investor leads through direct outreach, referrals, networking, and distribution channels.
- Build and manage a strong investor pipeline with a focus on AUM and revenue generation.
- Identify and develop relationships with HNIs, UHNIs, Family Offices, Wealth Managers, IFAs, MFDs, Private Banks, Corporates, and other eligible investors.
- Conduct investor meetings, presentations, product discussions, and follow-ups.
- Work closely with senior management to drive investor conversions and fundraising closures.

Investor Relationship Management

- Develop and maintain long-term relationships with existing and prospective investors.
- Understand investor requirements, objectives, and investment preferences.
- Manage regular investor engagement and communication.




- Address investor queries and coordinate with internal teams for timely resolution.
- Drive investor retention, repeat investments, referrals, and relationship expansion.

Distribution & Channel Development

- Develop relationships with IFAs, MFDs, Wealth Managers, Private Banks, Family Offices, and other distribution partners.
- Identify new investor networks and business opportunities.
- Activate and manage distribution channels to generate qualified leads.
- Track channel performance and contribution towards fundraising and AUM.

Investor Onboarding & Execution

- Manage the investor onboarding process from initial interest to investment closure.
- Coordinate KYC, subscription documentation, account opening, fund transfers, and related requirements.
- Coordinate with Operations, Compliance, Legal, Finance, and Fund Administration teams.
- Track commitments, subscriptions, documentation, and settlement status.
- Ensure a smooth and timely investor onboarding experience.

Market & Product Knowledge

- Develop strong knowledge of the AIF's investment strategy, portfolio, investment thesis, risk profile, and positioning.
- Stay updated on AIF, private markets, wealth management, and alternative investment trends.
- Monitor market developments, competitor products, and investor preferences.
- Provide market and investor feedback to the fundraising team.

MIS & Pipeline Management

- Maintain accurate investor, prospect, and intermediary databases.
- Track leads, meetings, follow-ups, conversions, commitments, subscriptions, and AUM.
- Maintain CRM and fundraising pipeline updates.
- Prepare regular fundraising and investor MIS for management review.




- Analyse pipeline performance and identify opportunities for improving conversions.

Candidate Profile
- 1–5 years of experience in AIF, PMS, Asset Management, Private Wealth, Wealth Management, Investment Banking, Capital Markets, or related financial services.
- Experience in AIF fundraising, investor relations, private markets, wealth management, or investment products will be preferred.
- Strong understanding of financial markets and investment products.
- Proven experience in investor acquisition, fundraising, relationship management, or business development.
- Existing relationships/network with HNIs, UHNIs, Family Offices, IFAs, MFDs, Wealth Managers, or institutional investors will be an advantage.
- Excellent communication, presentation, negotiation, and relationship-management skills.
- Strong sales orientation with excellent follow-up and conversion capabilities.
- Good analytical, organisational, and stakeholder-management skills.
- Proficiency in MS Excel, PowerPoint, CRM, and MIS reporting.
- High level of professionalism, integrity, ownership, and attention to detail.

Key Success Measures The Role Will Be Closely Aligned With

- Investor Acquisition
- AIF Fundraising
- AUM Growth
- Qualified Investor Pipeline
- Investor Conversion
- Distribution Channel Development
- Investor Retention & Repeat Investments
- Relationship Management
- Timely Investor Onboarding & Execution

What We Are Looking For A commercially driven, relationship-oriented, and proactive professional who can independently manage investor relationships and contribute meaningfully to the AIF's fundraising and AUM growth. The ideal candidate should have robust relationship-building skills, a strong business development mindset, excellent follow-up capabilities, and a genuine interest in alternative investments and private markets .

Skills: investment,pipeline,fundraising,wealth,onboarding,aif,management,investor relations

📌 Manager – Investor Relations (Mumbai)
🏢 Growthally Advisors Private
📍 Mumbai