Wealth Creator

3 days ago


Delhi, Delhi, India beBeeFundraiser Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

About Us

We are a fast-growing Alternative Investment Fund firm, focused on delivering differentiated investment strategies to sophisticated investors. Our team is passionate about wealth creation, innovation, and long-term relationships.

Role Overview

We seek a dynamic Wealth Creator with a proven track record in fundraising from High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), Family Offices, and Institutional Investors. The professional will be responsible for driving capital commitments not only for AIF schemes but also across Pre-IPO Deals, Preferential Offers, Qualified Initial Public 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 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, Registered Investment Advisors (RIAs), and boutique advisory firms.
  • Compliance & Reporting
    • Ensure all fundraising activities adhere to 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 significant amounts 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 environment.
  • In-depth knowledge of equity fundraising products, AIF structures, regulatory requirements, 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.


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