
Vice President, Family Office Relationships
2 days ago
Vice President – Family Office Relationships
Location: Mumbai (Full-Time, Onsite)
Function: Capital Partnerships | Fundraising Execution | Investor Coordination
Reports To: Head - Family Office Relationships and Managing Partner
Level: Mid-Level (Equivalent to Associate in Investment Team)
About Artha Group
Artha Group is a performance-first investment platform managing over ₹1,250 crores across:
- Artha Venture Fund (AVF): Early-stage VC
- Artha Continuum Fund (ACF): Cross-stage investing (India global)
- Artha Select Fund: Follow-on capital for breakout performers
- Artha Quest Fund: India's first institutional search fund platform
- Artha Prime Fund: Pre-IPO and microcap equity investing
With a track record of backing 130 companies and completing 30 exits, we are building long-term capital partnerships with India's most respected family offices, global NRIs, and UHNIs.
Role Overview
This is not a brand role, and it's not a sales proxy.
It's a mid-level, execution-first position for someone who's driven capital conversations from pitch to commitment and stayed in the relationship long enough to earn the next cheque.
As VP – Family Office Relationships, you will:
- Run outreach, qualification, and follow-up with discipline
- Map investor intent, timing, and appetite across funds
- Support structured re-ups, transitions, and cross-platform deployment
- Do the actual work: follow through, not just follow up
As VP of Family Office Relationships, you will operate under the strategic direction of the Head of Family Office Relationships, with clear accountability for conversion, retention, and CRM hygiene, playing a crucial role in our operations.
What You'll Execute
Capital Engagement & Investor Coordination
- Execute capital conversations across UHNIs, NRIs, and family offices across inbound, warm intros, and cold outreach.
- Support prospect qualification, pitch tailoring, objection handling, and closure logistics
- Build trust over cycles, not just calls, with consistency and follow-through
Relationship Support & Retention Execution
- Manage investor reporting touchpoints, quarterly updates, and feedback loops.
- Track and escalate churn signals, delays, and pipeline slippage
- Document insights from every call, follow-up, and investor interaction, no memory-based selling
Multi-Fund Structuring Support
- Tailor outreach across AVF, ACF, Select, Prime, and Quest
- Collaborate with legal and fund ops to prep term sheets, subscription docs, and disclosures
- Ensure all investor materials and narratives reflect where the fund actually is, not just where we wish it were
Internal Rhythm & CRM Discipline
- Own pipeline integrity: no ghost prospects, no overdue follow-ups
- Work with analysts on report prep, segmentation logic, and re-up calendar
- Keep the Head of Family Office Relationships updated with weekly movement, blockers, and investor confidence levels
Who You Are
- A mid-level private wealth or fundraising professional with UHNI/NRI exposure
- Process-obsessed, conversion-focused, and relationship-literate
- Comfortable being the "closer's closer," the one who ensures nothing drops after the pitch
- Emotionally intelligent enough to navigate family office psychology, and steady enough to never overpromise
- Clear on your lane: you support senior leadership, not compete with them
Required Experience
- 5–10 years in capital partnerships, family office advisory, private banking, or AIF fundraising
- Must have supported or closed allocations from UHNIs or NRIs
- Strong grasp of AIF structures, co-investment mechanics, and investor documentation cycles
- Experience working with wealth firms, GPs, family offices, or cross-border fund vehicles
- Familiarity with CRM tools and capital tracking systems
Retail RM or insurance-heavy backgrounds will not be considered.
Compensation Structure
- ₹26,50,000 - Total Annual Compensation
- ₹20,00,000 - Fixed annual salary
- ₹3,25,000 - Confirmed retention bonus (paid annually)
- ₹3,25,000 - ESOP grant (vesting as per policy)
- Uncapped commission on capital raised and retained
- Performance bonus (linked to re-ups, capital partner expansion, and platform alignment)
- Carry participation (disclosed at final interview)
Fixed compensation is non-negotiable.
Top performers in this role are expected to earn 2x or more annually through commission and bonuses.
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