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 solid, 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.
Solid 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
Adaptable schedule
Paid sick time

Work Location: In person

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