Principal - Family Office Relationships

3 weeks ago

Kolkata, West Bengal, India Artha Group Full time

Position : Principal - Family Office Relationships (East & Central India).

Function : Capital Partnerships | Family Office Relationship Management | Investor Expansion.

Reports To : Head - Capital Partnerships and Managing Partner.

About Artha:

- Artha is building India's most performance-driven, multi-asset investment platform.

- With over - 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India's most respected family offices and institutional LPs.

Our platform includes:

Artha Venture Fund (AVF).

Artha Continuum Fund (ACF).

Artha Select Fund.

Artha Quest Fund.

Artha Prime Fund.

We are expanding our capital partnerships team with regionally embedded, execution-first professionals who understand the family office ecosystem deeply.

Role Overview:

This is a Principal-level role focused on East and Central India, including West Bengal, Odisha, Assam, Bihar, Jharkhand, Chhattisgarh, Uttar Pradesh, and surrounding regions.

You will:

- Manage 200-300 UHNI and family office relationships across this geography.

- Build, retain, and grow capital allocations across Artha's platform.

- Act as a strategic advisor, not just a fundraiser-advising on capital deployment, co-investments, structured products, and follow-ons.

- Own investor experience: reporting, engagement, retention, and referrals.

- This role is for a deeply trusted capital partner who has proven credibility in regional family office circles.

What You Will Execute:

- Regional Capital Engagement.

- Activate warm network across East and Central India.

- Execute disciplined investor qualification, engagement, and conversion.

- Pitch across venture, private equity, and structured capital strategies.

Relationship Management & Retention:

- Serve as a single point of contact for investor questions, reviews, and decisions.

- Drive deep retention via consistent communication and relationship development.

- Coordinate investor briefings, events, and strategic touchpoints.

Strategic Advisory:

- Offer capital guidance on AIFs, structured debt, and other alternative allocations.

- Act as an internal advocate for investor needs across Artha funds.

- Reporting & Coordination.

- Maintain CRM rigor and reporting hygiene.

- Interface with fund ops, legal, and leadership on investor delivery.

Who You Are:

- 10+ years in private wealth, family office, or capital advisory.

- Based in or deeply networked across East and Central India.

- Managing 100+ UHNI/family office relationships with proven allocation outcomes.

- Known for capital discipline, clarity, and long-term trust relationships.

- Able to advise on structured capital, alternatives, and multi-asset investment strategies.

- Seeking a performance-linked platform where you are accountable for capital outcomes.

(ref:iimjobs.com)

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