Investment Manager

2 weeks ago

Mumbai, Maharashtra, India BizDateUp Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Description – Investment Manager

Position:
Investment Manager

Location:
Charni Road, Mumbai

Department:
Investments

About the Role

We are seeking a highly driven and strategic
Investment Manager
to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.

Key Responsibilities

Fundraising & AUM Growth

  • Drive growth in
    Assets Under Management (AUM)
    by meeting set targets.
  • Achieve
    quarterly and annual revenue targets
    through investor onboarding and capital deployment.

Investor Relationship Management

  • Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
  • Nurture relationships with
    inactive investors
    and convert them into active contributors.
  • Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
  • Proactively outreach and pitch BizDateUp's value proposition and curated startup campaigns.
  • Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.

Business Development & Conversion

  • Source, qualify, and onboard
    new investors
    through referrals, networking, and events.
  • Leverage
    existing investor networks
    for introductions and referrals.
  • Manage pipeline of
    new investor conversions
    and ensure smooth onboarding process.

Networking & Outreach

  • Represent the firm in
    industry events, conferences, and investor summits
    to expand reach.
  • Stay updated on funding trends, investor behavior, and competitive landscape.
  • Conduct
    one-on-one investor meetings
    to present opportunities and investment strategies.
  • Establish strong connections with
    Venture Partners, Family Offices, and Institutional Investors
    for strategic collaborations.

Strategic Input & Reporting

  • Prepare and present
    investment proposals and performance reports
    .
  • Work closely with the investment team to align fundraising strategy with portfolio needs.
  • Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).

Qualifications & Skills

  • 2+ years of proven experience in
    fundraising, investment banking, venture capital, private equity, or wealth management
    .
  • Strong investor network with HNIs, Family Offices, and Institutions.
  • Track record of
    achieving AUM/revenue targets
    and closing investor commitments.
  • Exceptional communication, presentation, and relationship-building skills.
  • Entrepreneurial mindset, high ownership, and
    target-driven approach
    .

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