Senior Manager - Direct Fund Raising

Senior Manager - Direct Fund Raising

Experience: 8 - 10 Years

CTC: 50 LPA Max

Location: Mumbai - Andheri - Chakala

About the Role:

We are seeking a senior, relationship-driven direct fund raising professional to own Arbour's direct investor acquisition and capital mobilisation function. The role demands the commercial instinct of a seasoned fund raiser, the relationship depth of a private banker, and the investment knowledge to engage credibly with sophisticated investors on strategy, risk, and returns. It offers direct access to the Founding team, a meaningful stake in Arbour's AUM growth, and the opportunity to build the direct investor acquisition engine from the ground up.

Direct Investor Segments:

- HNIs (High Net Worth Individuals)

- UHNIs (Ultra High Net Worth Individuals)

- Single Family Offices

- Multi-Family Offices

- Corporate & Institutional Investors

- Sophisticated & Accredited Investors

- First-time Arbour investors

- Re-investing & referred direct investors

Key Responsibilities:

A. Direct Investor Acquisition & Prospecting:

- Build a curated pipeline of HNI, UHNI, and Family Office prospects through personal network activation, targeted introductions, strategic referrals, and proactive outreach.

- Qualify prospects by investment appetite, risk profile, liquidity, and alignment with Arbour's structured credit strategy.

- Execute a segmented acquisition strategy (HNI, UHNI, Single / Multi-Family Office, Corporate) with a defined engagement plan for each investor type.

- Manage the full acquisition lifecycle - initial contact, product presentation, due diligence support, documentation, and capital closure.

- Maintain a well-forecasted direct investor pipeline with regular updates to leadership on status, conversion timelines, and expected AUM closures.

B. HNI & UHNI Direct Investor Engagement:

- Engage HNI and UHNI investors proactively through one-on-one meetings, bespoke presentations, portfolio discussions, and exclusive investor events.

- Conduct tailored investment presentations articulating Arbour's philosophy, structured credit strategy, risk framework, underwriting discipline, and return profile.

- Manage investor objections, due diligence queries, and documentation requirements with accuracy and a high standard of service.

- Identify reinvestment, incremental capital, and referral opportunities within the existing HNI and UHNI base; work with the IR team to convert into additional AUM.

C. Family Office Acquisition & Management:

- Identify and develop relationships with Single and Multi-Family Office principals, investment committees, and advisors across Mumbai and key metros.

- Understand each Family Office's mandate, governance structure, risk appetite, and decision-making process; tailor Arbour's approach accordingly.

- Deliver investment-committee-grade presentations covering portfolio construction, credit risk, collateral framework, and Arbour's track record.

- Position Arbour as a trusted, recurring alternative investment partner - not a one-time transaction.

- Coordinate internally to ensure Family Office onboarding, reporting, and servicing meets the elevated expectations of this segment.

D. Direct Fund Raising & Capital Mobilisation:

- Drive and consistently achieve direct investor AUM and fund raising targets across HNI, UHNI, and Family Office segments.

- Execute direct investor engagement strategies across in-person meetings, exclusive roundtables, investment seminars, and curated networking events.

- Develop bespoke investment proposals, due diligence packages, and investor communication materials with the Investment and IR teams.

- Lead investor site visits, management meetings, and co-investment discussions to support capital commitment decisions.

- Represent Arbour at HNI and UHNI forums, Family Office summits, private wealth conferences, and networking events.

E. Investor Communication & Market Intelligence:

- Provide proactive communication to prospects and committed investors - covering market context, fund performance, pipeline updates, and regulatory developments.

- Stay current with alternative investment trends, real estate credit dynamics, macroeconomic developments, and competitor activity.

- Gather investor sentiment and market intelligence; feed insights to investment and product teams to support fund positioning.

- Ensure seamless handover of committed investors to the IR team with continuity of relationship quality post-investment.

Candidate Profile:

Qualification:

- Postgraduate in Finance, MBA, Business Administration, or related discipline.

- CFA, CFP, or relevant investment certifications are a strong advantage.

Experience:

- 8-10 years in direct fund raising, private banking, wealth management, or alternative investment sales with a direct investor mandate.

- Measurable track record of raising capital from HNI and UHNI investors - with evidence of AUM mobilised, average ticket sizes, and conversion rates.

- Proven experience converting Single and Multi-Family Offices into committed capital, including navigating investment committee processes.

- Prior experience raising for AIF, PMS, structured credit, private equity, or real estate fund products strongly preferred.

- Active, established network within the HNI, UHNI, and Family Office community in Mumbai. Reach into Delhi, Ahmedabad, or Pune is a strong advantage.

Core Competencies:

- Deep understanding of HNI, UHNI, and Family Office investment decision-making, risk appetite, and due diligence process in the Indian alternative investment context.

- Exceptional communication, presentation, and negotiation skills - able to engage credibly at principal and investment committee level.

- Strong investment knowledge - comfortable discussing structured credit, real estate fundamentals, risk-return frameworks, and portfolio construction.

- High relationship discipline - proactive, consistent, and trustworthy with a portfolio of high-value direct investor prospects.

- Self-driven, entrepreneurial mindset to independently build and grow a direct investor pipeline in a target-oriented environment.

Preferred Industry Background:

- Alternative Investment Firms (AIF / PMS)

- Private Banking & Direct Investor Coverage

- Family Office Advisory & Services

- Real Estate Investment & Credit Platforms

- Asset Management Companies (AMCs)

- Structured Finance & Credit Firms

Key Skills:

- Direct Fund Raising & AUM Mobilisation

- HNI / UHNI Direct Investor Acquisition

- Family Office Engagement & Conversion

- Investor Pipeline Management & Forecasting

- Alternative Investment Product Knowledge

- Investment Presentation & Negotiation

- Due Diligence Support & Documentation

- Direct Investor Network Development

- Investor Communication & Market Intelligence

- Stakeholder & Relationship Management