Vice President UHNI Engagement
2 days ago
Position Objective
To drive Akhand Jyotis major gifts program by engaging UHNI and family foundations, cultivating long-term philanthropic partnerships, and establishing a strong pipeline of high-value donors. This role is key to unlocking transformative contributions by building deep, personal, and mission-aligned relationships.
Key Responsibilities
1. New Donor Acquisition & Business Development
- Identify, research, and engage potential HNI/UHNI donors and family foundations across India and Asia.
- Leverage personal/professional networks to open doors and secure high-value donor meetings.
- Generate qualified leads through both online and offline strategies.
- Develop compelling pitch decks, proposals, and customized engagement strategies for each potential donor.
2. Stewardship & Retention
- Manage and deepen relationships with existing major donors, ensuring timely communication and reporting.
- Serve as a single point of contact for UHNIs and family offices.
- Design and execute donor engagement journeys, including visits, events, personal updates, and curated experiences.
- Facilitate donor transitions into legacy and endowment contributors.
3. Strategic Fundraising & Donor Experience
- Work closely with leadership to shape donor strategies and engagement models.
- Prepare impact reports, organize high-touch events, and facilitate field visits.
- Maintain a donor management system and provide timely updates to internal teams.
- Submit weekly reports and work plans to the reporting manager.
Qualifications & Experience
- Minimum 10 years experience in UHNI/HNI sales or relationship management from Private Banking, Wealth Management, Luxury Brands, or High-End Insurance sectors.
- Proven track record of managing a book of UHNI clients with relationship-based selling.
Key Competencies
- Passionate about creating social change and keen to transition into a purpose-driven role.
- Results-oriented, self-motivated, and able to thrive in a target-driven environment.
- Excellent communication, presentation, and interpersonal skills.
- Ability to understand and translate donor motivations into meaningful engagement.
- High integrity and a deep belief in Akhand Jyoti's mission.
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