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
- Strong experience in Family Office acquisition and relationship management
- Experience with AIF, PMS, structured credit, private equity or real estate fund products will be preferred
- Established HNI/UHNI and Family Office network in Mumbai; network across Delhi, Ahmedabad or Pune is an advantage
- Robust understanding of alternative investments and investment decision-making
- Excellent communication, presentation, negotiation and relationship management skills
- CFA, CFP or relevant investment certifications will be an added advantage

Investor Segments

- High Net Worth Individuals (HNIs)
- Ultra High Net Worth Individuals (UHNIs)
- Single Family Offices
- Multi-Family Offices
- Corporate & Institutional Investors
- Sophisticated / Accredited Investors
- Existing & Re-investing Investors
- Referred Investors from Direct Network

📌 Senior Fundraising Manager (Mumbai)
🏢 RMV Workforce
📍 Mumbai