Job description

Key Responsibilities

- Source and onboard investors for NCDs, bonds, PMS, real estate investment opportunities, and structured financial products.
- Build and manage relationships with HNIs, UHNWIs, family offices, corporates, NRIs, channel partners, financial advisors, and wealth-management professionals.
- Achieve monthly and quarterly fundraising targets through direct investor acquisition and partner-led distribution.
- Present investment proposals, financial projections, security structure, return expectations, tenure, risk factors, and exit mechanisms clearly to prospective investors.
- Develop a strong referral and distribution network of brokers, insurance advisors, mutual-fund distributors, wealth managers, and financial consultants.
- Coordinate with internal legal, finance, compliance, project, and management teams to ensure timely investor documentation and transaction closure.
- Support preparation of pitch decks, investor presentations, term sheets, investment memorandums, brochures, FAQs, and campaign material.
- Maintain an active investor pipeline and track meetings, follow-ups, commitments, conversions, documentation status, and collections through CRM/MIS.
- Conduct investor meetings, site visits,



webinars, partner presentations, and one-to-one investment discussions.
- Ensure all investor communication is accurate, professional, transparent, and aligned with applicable compliance requirements.
- Build long-term investor relationships for repeat investments, renewals, referrals, and future fundraising rounds.
- Submit daily, weekly, and monthly MIS covering leads, investor meetings, pipeline value, funds raised, pending documentation, and collection forecasts.

Role: BFSI, Investments & Trading - Other
Industry Type: Investment Banking / Venture Capital / Private Equity
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: BFSI, Investments & Trading
Education UG: Any Graduate

Key Skills:
preferred key skills: Real estate Investment Advisory Services corporate fundraising Wealth Management Broking NBFC Insurance Bonds PMS Banking Sales

Pay: ₹18,000.00 - ₹35,000.00 per month

Benefits:

- Cell phone reimbursement
- Versatile schedule
- Food provided
- Paid sick time
- Paid time off

Work Location: In person

📌 Fundraising Manager (Whitefield)
🏢 Bazar Mela
📍 Whitefield