Lead Investor Acquisition

Location: Bengaluru

Experience: 5 to 6 Years

Qualification: MBA

Employment Type: Full time

Work Mode: On-site

About the Role

We are looking for an experienced and results-oriented Lead Investor Acquisition to drive the acquisition and onboarding of HNI, UHNI, Family Office, and qualified investors.

The ideal candidate should have 5 to 6 years of relevant experience in Venture Capital, Wealth Management, Family Office, Investment Banking, Private Equity, Asset Management, or Investment Sales.

The role requires a strong understanding of investment products, excellent relationship-building skills, a proven ability to engage senior stakeholders, and a track record of acquiring and converting investors.

Key Responsibilities

Investor Acquisition & Business Development

- Develop and execute strategies to acquire new HNI, UHNI, Family Office, and institutional investors.
- Build and manage a strong pipeline of qualified investors.
- Identify prospective investors through networking, referrals, industry events, partnerships, and direct outreach.
- Manage the complete investor acquisition cycle from prospecting to meetings, engagement, negotiation, and closure.
- Achieve defined monthly, quarterly, and annual investor acquisition targets.
- Develop new investor segments and explore new channels for investor acquisition.

Investor Relationship Management

- Build and maintain strong, long-term relationships with HNIs, UHNIs, entrepreneurs, CXOs, family offices, wealth managers, and institutional investors.
- Understand investor objectives, investment preferences, risk appetite, and portfolio requirements.
- Conduct investor meetings, presentations, and investment discussions.




- Maintain regular communication and engagement with prospective and existing investors.
- Develop referral networks to generate high-quality investor leads.

Investment & Fundraising

- Present investment opportunities and clearly communicate the investment proposition, business model, market opportunity, and relevant risks.
- Work closely with the Investment, Research, and Leadership teams to understand investment opportunities.
- Support fundraising initiatives and convert qualified prospects into investors.
- Identify cross-selling and additional investment opportunities where relevant.

Strategic Partnerships

- Build relationships with wealth managers, financial advisors, family offices, investment professionals, founders, entrepreneurs, and business networks.
- Develop strategic referral and distribution partnerships.
- Represent the organization at investor meets, conferences, VC events, and industry networking forums.

Market & Investor Intelligence

- Identify and research potential HNI/UHNI and Family Office investors.
- Monitor trends in VC, startups, private markets, alternative investments, and wealth management.
- Maintain an updated investor database and relationship pipeline.
- Analyse investor behaviour and market opportunities to improve acquisition strategies.

Team Leadership





- Lead and mentor junior members of the Investor Acquisition / Investment Sales team.
- Set targets and monitor individual and team performance.
- Conduct regular pipeline reviews and provide coaching on investor engagement and conversion.
- Collaborate with senior management on investor acquisition strategies.

MIS & Reporting

- Maintain accurate investor information and activities in the CRM.
- Track leads, meetings, qualified prospects, conversion rates, investor commitments, and revenue.
- Prepare weekly and monthly investor acquisition reports for management.
- Analyse the investor funnel and recommend initiatives to improve conversion.

Required Experience 5 to 6 years of relevant experience in one or more of the following:

- Venture Capital
- Wealth Management
- Family Office
- Investment Banking
- Private Equity
- Asset Management
- Alternative Investments
- Investment Sales
- Investor Relations
- Financial Services

Preferred Candidate Profile

- MBA from a reputed institution, preferably in Finance, Investment Management, Business Management.
- Proven experience in HNI/UHNI client acquisition or investor acquisition.
- Experience working with Family Offices, Wealth Management firms, VC/PE firms, or Investment Banks.
- Strong network among HNIs, UHNIs, entrepreneurs, CXOs, family offices, or institutional investors is an advantage.
- Experience in fundraising, investment sales, or private-market investments will be preferred.
- Strong track record of achieving business development, acquisition, fundraising, or revenue targets.

Submit your resume and cover letter to [email protected]

📌 Lead Investor Acquisition (Bengaluru)
🏢 Creddinv Technologies
📍 Bengaluru