Wealth Manager

4 days ago

Mumbai, Maharashtra, India BizDateUp Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Job description

Job Title: – Wealth Manager - AIF Category II (Sales)

Location: Charni Road

Department: Investments

About the Role

We are seeking an experienced
Wealth Manager
with proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network of HNIs, UHNIs, Family Offices, and Wealth Partners, along with hands-on experience in positioning AIF products, managing end-to-end deal cycles, and meeting fundraising targets.

Key ResponsibilitiesAIF Fund Sales & Fundraising

  • Lead the sales and distribution of AIF Category II funds, ensuring strong market penetration and investor acquisition.
  • Achieve fundraising targets through systematic outreach to HNIs, UHNIs, Family Offices, PMS/Wealth Partners, IFAs, and other investment channels.
  • Conduct investor pitches, product walkthroughs, financial returns explanation, and address investor concerns confidently.
  • Manage the entire investor pipeline—including sourcing, qualification, engagement, closure, and post-investment support.

Investor Relationship Management

  • Build and maintain strong relationships with key investors and distribution partners.
  • Provide regular portfolio updates, performance reports, and communication support to investors.
  • Serve as the primary point of contact for investor queries related to the AIF.

Product Expertise & Market Intelligence

  • Deeply understand the structure, strategy, compliance, taxation, and risk framework of AIF Category II funds.
  • Collaborate with fund managers, operations, compliance, and product teams to ensure accurate representation of fund details.
  • Track competitor products, market trends, and regulatory changes from SEBI.

Industry

  • Financial Services

Employment Type

Full-time

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