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Executive Fund Raising Specialist
3 weeks ago
About Us
We are a fast-growing Alternative Investment Fund 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.
We are seeking a dynamic Relationship Manager/Wealth Manager with a proven track record in fundraising from HNIs, UHNIs, Family Offices, and Institutional Investors.
Leverage existing client base and expand new investor networks.
Provide regular portfolio updates, fund insights, and investment performance reports.
Identify new channels for capital raising, including wealth managers, RIAs, and boutique advisory firms.
Ensure all fundraising activities adhere to SEBI and regulatory guidelines.
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).
CFA / CA / MBA / PGDM (Finance, Investment Management, or related fields) preferred.
NISM certifications or equivalent regulatory certifications are an added advantage.
Attractive performance-linked incentives tied to fundraising success.Key Responsibilities
- Leverage existing client base and expand new investor networks.
- Provide regular portfolio updates, fund insights, and investment performance reports.
- Identify new channels for capital raising, including wealth managers, RIAs, and boutique advisory firms.
- Ensure all fundraising activities adhere to SEBI and regulatory guidelines.
- Minimum 2–3 years' experience in investment advisory, private banking, or wealth management.
- Proven track record in fundraising from HNIs, UHNIs, Family Offices, and Institutional Investors.
- CFA / CA / MBA / PGDM (Finance, Investment Management, or related fields) preferred.
- NISM certifications or equivalent regulatory certifications are an added advantage.
Attractive performance-linked incentives tied to fundraising success.