Wealth Manager

3 weeks ago

Delhi, Delhi, India AGI Full time

About Us

We are a fast-growing Alternative Investment Fund (AIF) firm, focused on delivering differentiated investment strategies to sophisticated investors. As a startup AIF, we are building a high-performance team passionate about wealth creation, innovation, and long-term relationships.

Role Overview

We are seeking a dynamic Relationship Manager / Wealth Manager with a proven track record in fundraising from HNIs, UHNIs, Family Offices, and Institutional Investors. The professional will be responsible for driving capital commitments (₹30 Cr+) not only for AIF schemes but also across Pre-IPO Deals, Preferential Offers, QIPs, and other equity fundraising opportunities.

Key Responsibilities:

Fundraising & Investor Acquisition

  • Drive end-to-end fundraising efforts for AIF schemes, Pre-IPO Deals, Preferential Offers, QIPs, etc.
  • Achieve fundraising targets (₹30 Cr+ and above) within defined timelines.
  • Leverage existing client base and expand new investor networks.

Relationship Management

  • Build, nurture, and manage long-term relationships with investors and key stakeholders.
  • Act as the trusted advisor and primary point of contact for investors.
  • Provide regular portfolio updates, fund insights, and investment performance reports.

Business Development & Strategy

  • Collaborate with senior management to create fundraising strategies and marketing campaigns.
  • Represent the firm at industry forums, events, and investor meetings.
  • Identify new channels for capital raising, including wealth managers, RIAs, and boutique advisory firms.

Compliance & Reporting

  • Ensure all fundraising activities adhere to SEBI and regulatory guidelines.
  • Maintain accurate records of fundraising progress, investor commitments, and reporting requirements.

Desired Candidate Profile

Experience:

  • Minimum 2–3 years' experience in investment advisory, private banking, or wealth management, with hands-on fundraising exposure (AIF / PMS / Pre-IPO / Preferential Allotments / QIPs).
  • Proven track record of raising ₹50 Cr+ from HNIs/UHNIs/Family Offices.

Skills & Competencies:

  • Strong network of HNI & UHNI clients with deep trust and engagement.
  • Excellent communication, negotiation, and relationship management skills.
  • Entrepreneurial mindset, self-starter, and ability to work in a lean startup environment.
  • In-depth knowledge of equity fundraising products, AIF structures, SEBI regulations, and wealth products.

Education:

  • CFA / CA / MBA / PGDM (Finance, Investment Management, or related fields) preferred.
  • NISM certifications or equivalent regulatory certifications are an added advantage.

What We Offer

  • Opportunity to be part of the founding team of a high-growth AIF platform.
  • Entrepreneurial environment with high autonomy and responsibility.
  • Attractive performance-linked incentives tied to fundraising success.
  • Exposure to marquee investors and leadership opportunities in fund scaling.

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