Sr Manager - Direct Fund Raising - JG
Iassess Consultants · Mumbai · onsite · Posted 27d ago
Undisclosed8–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Location: Mumbai (Andheri East) | Experience: 8-10 Years | Function: Direct Fund Raising / Business Development
About the Company
We are a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies within the alternative investments space. We manage institutional-grade opportunities delivering strong risk-adjusted returns for a curated base of investors, including HNIs, UHNIs, Family Offices, and institutional investors.
About the Role
Were looking for a senior, relationship-driven fund raising professional to lead our direct investor acquisition and capital mobilisation efforts. This role calls for the commercial instinct of an experienced fund raiser, the relationship depth of a private banker, and the investment fluency to engage confidently with sophisticated investors on strategy, risk, and returns. Youll work closely with the founding team and play a key role in building our direct investor acquisition engine from the ground up.
Investor Segments Youll Work With
- HNIs and UHNIs
- Single and Multi-Family Offices
- Corporate and institutional investors
- Sophisticated and accredited investors
- First-time and repeat/referred investors
Key Responsibilities
Investor Acquisition Prospecting
- Build a curated pipeline of HNI, UHNI, and Family Office prospects through personal networks, referrals, and proactive outreach
- Qualify prospects based on investment appetite, risk profile, and strategic fit
- Manage the full acquisition lifecycle, from first contact through documentation and capital closure
- Maintain a forecasted pipeline with regular updates on status and expected closures
HNI UHNI Engagement
- Lead one-on-one meetings, presentations, and investor events
- Present the firms investment philosophy, credit strategy, and risk framework
- Handle due diligence queries and documentation with a high standard of service
- Identify reinvestment and referral opportunities within the existing investor base
Family Office Coverage
- Build relationships with Family Office principals and investment committees
- Understand each offices mandate and decision-making process
- Deliver investment-committee-grade presentations on portfolio construction and credit risk
- Position the firm as a long-term, trusted investment partner
Fund Raising Capital Mobilisation
- Consistently achieve AUM and fund raising targets
- Represent the firm at HNI/UHNI forums, Family Office summits, and private wealth events
- Develop investor proposals and communication materials alongside internal teams
- Lead site visits and management meetings to support capital decisions
Investor Communication
- Keep investors informed on market context, performance, and portfolio updates
- Stay current on alternative investment trends and market intelligence
- Ensure a smooth handover of committed investors to the relationship team
What Were Looking For
- Postgraduate degree in Finance, MBA, or related field (CFA/CFP a strong plus)
- 8-10 years in direct fund raising, private banking, wealth management, or alternative investment sales
- Demonstrated track record raising capital from HNI/UHNI investors, with clear evidence of AUM mobilised
- Experience converting Family Offices into committed capital
- Prior experience with AIF, PMS, structured credit, private equity, or real estate funds preferred
- An active network within Mumbais HNI/UHNI and Family Office community (reach in Delhi, Ahmedabad, or Pune is a plus)
- Strong presentation, negotiation, and communication skills
- Self-driven and entrepreneurial, comfortable building a book of business independently
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Due DiligenceFund Raisingcredit strategyDebtCFAInvestment managementInvestment SalesconstructionBankinghnisbankerBusiness DevelopmentCFPcredit riskCommunication SkillsAlternative InvestmentsEquityfinance