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 robust 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, qualified, 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

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

Work Location: In person

📌 Fundraising Manager Whitefield
🏢 Bazar Mela
📍 Whitefield