09 Oct
|
IAssess Consultants
|
Mumbai
09 Oct
IAssess Consultants
Mumbai
Experience-8–10 Years
CTC-50 LPA Max
Location- Mumbai-Andheri-Chakala
About The Role
We are seeking a senior, relationship-driven direct fund raising professional to own Arbour’s direct investor acquisition and capital mobilisation function. The role demands the commercial instinct of a seasoned fund raiser, the relationship depth of a private banker, and the investment knowledge to engage credibly with sophisticated investors on strategy, risk, and returns. It offers direct access to the Founding team, a meaningful stake in Arbour’s AUM growth, and the prospect to build the direct investor acquisition engine from the ground up.
Direct Investor Segments
HNIs (High Net Worth Individuals)
UHNIs (Ultra High Net Worth Individuals)
Single Family Offices
Multi-Family Offices
Corporate & Institutional Investors
Sophisticated & Accredited Investors
First-time Arbour investors
Re-investing & referred direct investors
Key Responsibilities
• Direct Investor Acquisition & Prospecting
• Build a curated pipeline of HNI, UHNI, and Family Office prospects through
personal network activation, targeted introductions, strategic referrals, and
proactive outreach.
• Qualify prospects by investment appetite, risk profile, liquidity, and alignment with
Arbour’s structured credit strategy.
• Execute a segmented acquisition strategy (HNI, UHNI, Single / Multi-Family Office,
Corporate) with a defined engagement plan for each investor type.
• Manage the full acquisition lifecycle — initial contact, product presentation, due
diligence support, documentation, and capital closure.
• Maintain a well-forecasted direct investor pipeline with regular updates to
leadership on status, conversion timelines, and expected AUM closures.
• HNI & UHNI Direct Investor Engagement
• Engage HNI and UHNI investors proactively through one-on-one meetings,
bespoke presentations, portfolio discussions, and exclusive investor events.
• Conduct tailored investment presentations articula
📌 Senior Manager — Direct Fund Raising-PL (Mumbai)
🏢 IAssess Consultants
📍 Mumbai