About the Role

UPONLY Technologies is looking for a confident, well-connected and result-oriented BD Manager to drive the company's capital-raising initiatives.

Key Responsibilities

- Identify, research and connect with potential investors, including HNIs, family offices, investor networks and institutions.
- Generate qualified leads through networking, referrals, industry events and direct outreach.
- Present the company's investment opportunities, including OCDs, CCDs and other convertible instruments.
- Build and maintain strong, long-term relationships with prospective and existing investors.
- Conduct investor meetings, presentations and detailed discussions.
- Understand investor requirements and coordinate with internal teams to address queries and provide relevant information.
- Negotiate investment terms and proposals in coordination with the leadership team.
- Manage the complete investment cycle from initial discussion to successful closure.
- Maintain and regularly update the investor/prospect pipeline and follow-ups in CRM.
- Coordinate with Finance, Legal, Compliance and Leadership teams for documentation and investor onboarding.




- Stay updated on market trends, investor sentiment and emerging fundraising opportunities.

What We're Looking For

- Experience in wealth management, private banking, investment banking, investment distribution, fundraising or business development is preferred.
- Solid network and relationships with HNIs, family offices, investors or institutional investors will be an advantage.
- Excellent communication, presentation, negotiation and relationship-management skills.
- Strong ability to generate leads, pitch investment opportunities and convert prospects.
- Self-motivated, target-oriented and comfortable working in a fast-paced environment.
- Candidates with prior experience in fundraising, structured finance or convertible instruments will have an added advantage.
- Freshers with excellent communication, networking and relationship-building skills are also welcome to apply.

Pay: ₹35,000.00 - ₹45,000.00 per month

Benefits

- Flexible schedule
- Paid sick time

Work Location: In person

📌 Wealth Relationship Manager – Capital Raise (Vashi)
🏢 UPONLY Technologies
📍 Vashi