Fundraising & Investor Relations – AIF Category II

This role is responsible for driving fundraising efforts for the AIF (Category II) by engaging with HNIs, UHNIs, family offices, wealth managers, and investment advisors. The candidate will manage relationships, onboard new investors, handle queries, and ensure consistent communication with all stakeholders.

·     • Prospect, engage, and convert potential investors including HNIs, family offices, and wealth managers through direct channels and third-party distributors.

·     • Manage existing investor and distributor relationships, ensuring high-touch engagement and consistent communication.

·     • Conduct investor presentations, webinars, and one-on-one meetings to explain fund strategy, performance, structure, and risks.

·     • Prepare marketing material, pitch decks, FAQs, and coordinate with legal/compliance for investor documentation.

·     • Build and maintain a lead pipeline through relationship-driven strategies and timely follow-ups.

·     • Identify and engage ecosystem partners like private banks, RIAs, CA firms, and legal advisors for referrals.

·     • Track competitor offerings, pricing models, product innovations and provide feedback for internal product refinement.

·     • Travel regularly to meet prospective clients and intermediaries, represent the fund at conferences or roadshows.

·     • Ensure compliance with SEBI guidelines in all marketing and fundraising activities.

·     • Collaborate with the operations/legal team for timely investor onboarding, capital calls, and client service queries.

·     • Education: MBA / CA / CFA (preferred)

·    • Experience: Minimum 2 years for Associate; 5 years for Manager level

·     • Sector Exposure: Private wealth management, AIF/PMS distribution, investment advisory, or private banking

·     • Location Experience: Prior exposure to metro / Tier-1 market (Mumbai, Delhi, Bengaluru preferred)

·     • Skills: Strong communication & interpersonal skills, client-first mindset, ability to explain complex financial products in simple terms

·     • Personality Traits: Self-driven, consultative approach, high integrity, polished demeanor for UHNI interaction

·     • Technical: Understanding of AIF regulations, private market products, risk disclosures, and fund structuring

·     • Excellent verbal and written communication skills

·     • Strong relationship management and client servicing orientation

·     • Negotiation and problem-solving mindset

·     • Proficiency in Microsoft Office (Excel, PowerPoint) and CRM tools

·     • Ability to work under pressure and meet fundraising targets

·     • Knowledge of multi-asset investment products

·     • Exposure to wealth aggregation platforms or digital IR tools

·    • Existing network of wealth managers, family offices