Head - Fundraising

Location - Chakala, Andheri East

Experience - 12 to 15 years

Function - Direct fundraising | Channel Sales | BD | AUM growth

About Arbour & the Role

Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies, operating in the alternative investments space. We manage institutional-grade investment opportunities delivering superior risk-adjusted returns for a curated base of direct investors spanning HNIs, UHNIs, Single and Multi-Family Offices, and institutional investors, and we deliver these returns through a distribution network of CPs, IFAs, MFDs, RIAs, boutique wealth firms, and national distributors.

We are seeking a senior, commercially driven and relationship-driven fund raising leader to own Arbour’s entire fundraising function, covering both direct investor acquisition and channel distribution. 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. As Head — Fundraising, you will set the fundraising strategy, lead and build the Direct and Channel teams, and drive consistent AUM mobilisation.

The role offers direct access to the Founding team, meaningful influence over distribution strategy, a meaningful stake in Arbour’s AUM growth, and the opportunity to build the direct investor acquisition engine and the channel 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

Channel Partner Ecosystem

Channel Partners (CPs)

Independent Financial Advisors (IFAs)

Mutual Fund Distributors (MFDs)

Registered Investment Advisors (RIAs)

Boutique Wealth Management Firms

Medium-Sized Wealth Management Organisations

Regional Distribution Firms

Strategic Distribution Alliances

Key Responsibilities

A. Fundraising Strategy, Leadership & Team Building

- Own the overall fundraising strategy, AUM targets, and capital mobilisation roadmap across Direct and Channel verticals.
- Build, lead, mentor, and scale the Direct Fund Raising and Channel Partnership teams; set targets, incentives, and performance reviews.
- Drive and consistently achieve AUM and fund raising targets across HNI, UHNI, Family Office, and all channel segments.
- Maintain a well-forecasted AUM pipeline by investor segment and channel type, with regular updates to the Founding team and leadership on pipeline health, conversion rates, conversion timelines, and expected AUM closures.
- Work closely with the Investment, Product, and IR teams on fund positioning, investor communication, and seamless handover of committed investors to the IR team with continuity of relationship quality post-investment.
- Provide market intelligence and feed investor sentiment and insights to investment and product teams.

B. 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.

C. 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 articulating Arbour’s philosophy, structured credit strategy, risk framework, underwriting discipline, and return profile.
- Manage investor objections, due diligence queries, and documentation requirements with accuracy and a high standard of service.
- Identify reinvestment, incremental capital, and referral opportunities within the existing HNI and UHNI base; work with the IR team to convert into additional AUM.

D. Family Office Acquisition & Management

- Identify and develop relationships with Single and Multi-Family Office principals, investment committees, and advisors across Mumbai and key metros.
- Understand each Family Office’s mandate, governance structure, risk appetite, and decision-making process; tailor Arbour’s approach accordingly.
- Deliver investment-committee-grade presentations covering portfolio construction, credit risk, collateral framework, and Arbour’s track record.
- Position Arbour as a trusted, recurring alternative investment partner — not a one-time transaction.
- Coordinate internally to ensure Family Office onboarding, reporting, and servicing meets the elevated expectations of this segment.

E. Direct Fund Raising & Capital Mobilisation

- Execute direct investor engagement strategies across in-person meetings, exclusive roundtables, investment seminars, and curated networking events.
- Develop bespoke investment proposals, due diligence packages, and investor communication materials with the Investment and IR teams.
- Lead investor site visits, management meetings, and co-investment discussions to support capital commitment decisions.
- Represent Arbour at HNI and UHNI forums, Family Office summits, private wealth conferences, and networking events.

F. Channel Partner Acquisition & Onboarding

- Identify, evaluate, and onboard CPs, IFAs, MFDs, RIAs, boutique wealth firms, and medium wealth organisations as distribution partners.
- Build a structured partner pipeline across Mumbai and key metros with a clear activation plan for each.
- Manage the full onboarding process — empanelment, KYC, compliance registration, and product training.
- Execute a tiered acquisition strategy prioritising high-AUM IFAs, active MFDs, fee-based RIAs, and structured boutique and medium wealth firms.

G. Channel Fund Raising & AUM Mobilisation

- Drive AUM mobilisation through all channel types, consistently achieving fundraising targets.
- Manage the full fund raising lifecycle — partner engagement, product presentation,



investor conversion, documentation, and closure.
- Collaborate with partners to identify investor opportunities, co-create engagement strategies, and support joint presentations.
- Maintain a forecasted AUM pipeline by channel type with timely reporting on pipeline health and conversion rates.

H. Boutique & Medium Wealth Firm Engagement

- Build commercially productive relationships with boutique and medium wealth firms, positioning Arbour as their preferred alternative investment partner.
- Engage principals and senior RMs to understand client portfolio composition, product shelf requirements, and AUM targets.
- Deliver product presentations, portfolio review sessions, and joint client engagement initiatives.
- Develop co-marketing and co-branded initiatives to deepen engagement and expand client reach.

I. CP, IFA, MFD & RIA

Relationship Management

- Own relationships across the active CP, IFA, MFD, and RIA network — ensuring every partner is engaged, informed, and productive.
- Conduct regular one-on-ones, group briefings, and business reviews; build a structured partner communication calendar.
- Re-activate dormant partners through targeted outreach and incentive programmes.
- Monitor partner metrics — activation rate, AUM per partner, mobilisation velocity — and drive productivity improvement.

J. Partner Enablement, Compliance & Reporting

- Develop partner-facing content — product decks, factsheets, performance summaries, and market commentary for all channel types.
- Organise partner events, roadshows, webinars, and recognition programmes.
- Ensure all activities comply with SEBI regulations, AMFI guidelines, and Arbour’s compliance framework.
- Coordinate commission payouts, trail income statements, and brokerage reports with Finance. Maintain accurate partner records.

K. Investor Communication & Market Intelligence

- Provide proactive communication to prospects and committed investors — covering market context, fund performance, pipeline updates, and regulatory developments.
- Stay current with alternative investment trends, real estate credit dynamics, macroeconomic developments, and competitor activity.

Qualification

- Postgraduate in Finance, MBA, Business Administration, or related discipline (mandatory).
- CFA, CFP, NISM Series V-A, NISM XXI-A, or AMFI registration preferred; relevant investment certifications are a robust advantage.

Experience

- 12–15 years in fund raising, direct fund raising, private banking, wealth management, channel fund raising, alternative investment sales or distribution, or financial services BD, including significant experience in a leadership role managing teams.
- Measurable track record of raising capital from HNI and UHNI investors — with evidence of AUM mobilised, average ticket sizes, and conversion rates.
- Measurable AUM track record through CP, IFA, MFD, and RIA channels; experience scaling a channel network.
- Proven experience converting Single and Multi-Family Offices into committed capital, including navigating investment committee processes.
- Proven engagement with boutique and medium wealth firm principals and senior teams.
- Prior experience raising or distributing AIF, PMS, structured debt, structured credit, private equity, or real estate investment products strongly preferred.

Interested Mumbai candidates to send CV at [email protected], [email protected]

📌 Head of Fundraising (Mumbai)
🏢 Arbour Investments
📍 Mumbai