Designation : Senior Manager – Direct Fund Raising
Location: Chakala, Andheri East, Mumbai
Experience: 8–10 Years
Qualification: Postgraduate mandatory
Function: Direct Fund Raising | Business Development | AUM Growth
Key Responsibilities
Direct Investor Relationship Management
• Act as the primary relationship manager for HNI, UHNI, and Family Office investors.
• Manage the complete investor lifecycle including onboarding, servicing, query resolution, and retention.
• Build long-term, trust-based relationships with investor principals and investment committees.
• Collaborate with Operations, Compliance, and Investment teams to ensure a superior investor experience.
• Maintain detailed investor records, interaction history, and relationship intelligence.
• Build and manage a strong pipeline of HNI, UHNI, Family Office, corporate and institutional investors
• Drive direct investor acquisition and capital mobilisation from prospecting to closure
• Develop and maintain relationships with HNI/UHNI investors and Family Office principals
• Conduct investment presentations and communicate investment strategies, risk-return profiles and product offerings
• Drive AUM and fundraising targets across direct investor segments
• Identify reinvestment, referral and incremental capital opportunities
• Manage investor due diligence, documentation and onboarding coordination
• Develop bespoke investment proposals and investor communication materials
• Represent the organisation at investor meetings, private wealth forums, Family Office events and networking platforms
• Track investor pipeline, conversion timelines and expected AUM closures
• Provide market intelligence and investor insights to support fund positioning
What we are looking for:
• 8–10 years of experience in direct fundraising, private banking, wealth management or alternative investment sales
• Proven track record of raising capital from HNI/UHNI investors
• Robust experience in Family Office acquisition and relation