Portfolio Fund Manager

2 weeks ago

Mumbai, Maharashtra, India beBeeFundraiser Full time US$ 40,000 - US$ 80,000
Job Description

This position is responsible for managing a funding portfolio through individual donors and crowdfunding platforms. You will be an innovative, creative, and passionate relationship manager and fundraiser by offering different donor segments a view into their impact and a brand built on hope.

This role is critical to developing a portfolio contributing to our long-term growth strategy.

Responsibilities:

  • Manage and grow The Giving Table community of monthly donors.
  • Onboard new members through digital and offline campaigns.
  • Identify high net worth individuals to target in Mumbai or other locations.
  • Develop creative ideas and plans for engagement with donors across categories.
  • Build a network of volunteers/donors who start fundraisers on crowdfunding platforms.
  • Handle donor calls for onboarding and subsequent relationship building.
  • Maintain MIS for all donor categories.
  • Update the CRM system with donor and communication details.
  • Share information with our finance team for generating receipts.
  • Check final receipts sent to donors on a timely basis.
  • Liaise with online payment gateways for incomplete donations or queries.
  • Support fundraising events/activities (invitation management, RSVP).
  • Work with crowdfunding organisations to maximise visibility and funding received.
  • Plan and execute engagement activities with donors who donate via crowdfunding platforms.
  • Post Graduate / Graduate from top tier college.
  • 2-5 years of relevant fund-raising experience.
  • Strong verbal and written presentation skills.
  • Proficiency with Microsoft Office / Google Sheets.
  • Excellent written and verbal communication skills.

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