Fundraising Manager / Business Development Manager (Cat 3 AIF)

Role Overview

Fundraising Manager

product knowledge, strong market relationships, communication skills, and strategic sales execution

Key Responsibilities

1. Capital Raising & Sales Execution

• Drive fundraising for the Category III AIF across channels such as:
• Wealth Management Platforms (IIFL, Kotak, ICICI, Axis, Julius Baer, 360 One, Sanctum, etc.)
• Private Banks
• Family Offices
• UHNI & HNI investors
• Registered Investment Advisors (RIAs)
• Actively manage the full sales cycle:
• Lead generation
• Investor meetings
• Product presentations
• Follow-ups
• Conversion and onboarding
• Achieve quarterly and annual fundraising targets through structured execution.

2. Channel & Relationship Management

• Build and strengthen relationships with RMs, wealth heads, distributors, and RIAs.
• Provide product trainings, market views, performance updates to channel partners.
• Coordinate regular meetings, webinars, investment sessions with distribution partners.
• Track competition updates, peer fund launches, and comparative product positioning.

3. Investor Engagement & Product Pitching

• Conduct one-on-one meetings with UHNIs, HNIs, and family offices to explain strategy, performance, and risk controls.
• Assist in structuring customised solutions or allocations for large-ticket investors.
• Support the CIO/PM in investor roundtables and roadshows.
• Maintain strong understanding of market trends, AIF product structures, and SEBI regulations.

4. Pipeline Management & Reporting

• Maintain updated pipeline on CRM (LeadSquared, Salesforce, HubSpot, Zoho, etc.).
• Track and report fundraising metrics:
• Leads Meetings Commitments Funds received
• Channel-wise performance
• Conversion ratios
• Prepare weekly MIS reports for management and investment team review.

5. Coordination with Internal Stakeholders

• Work closely with:
• Investor Relations
• Documentation & Legal
• Operations & RTA
• Compliance
• Ensure timely KYC, onboarding, subscription execution, and investor communication.
• Provide investor insights to the investment team for product strategy enhancements.

6. Marketing & Communication Support

• Coordinate creation of high-quality fundraising collateral:
• Pitch decks
• Factsheets
• Performance reports
• Product notes
• FAQs
• Assist in arranging webinars, marketing campaigns, and digital events to drive investor engagement.

Key Skills & Competencies

Core Skills

• Strong network within wealth channels, private banks, RIAs, and family offices.
• Excellent presentation skills and ability to explain investment strategies clearly.
• Understanding of AIF structures (Cat II / Cat III) and regulatory framework.
• Robust knowledge of equity markets, risk, performance metrics, and industry trends.
• Ability to build trust and long-term relationships with high-value clients.

Soft Skills

• Strong communication & interpersonal skills.
• Highly driven, self-motivated, and target-oriented.
• Ability to handle objections gracefully and convert difficult leads.
• High integrity, professionalism, and customer empathy.
• Ability to manage time, pipeline, and multiple stakeholders efficiently.

Experience & Qualifications

• 510 years

  of experience in fundraising, wealth management, investment product distribution, or private banking.
• Experience raising capital for AIFs, PMS, or structured products is a strong advantage.
• Graduation in Finance, Economics, or related fields; MBA preferred.
• NISM certifications (Investment Advisor, Mutual Funds, or AIF-related modules) are preferable.
• Existing relationships with wealth platforms is a major plus.

Performance Metrics (KPIs)

• Quarterly & annual fundraising targets achieved
• New empanelments signed
• RM + channel engagement scores
• Investor meeting conversions
• Retention and repeat investments
• Quality of reporting and pipeline accuracy
• Contribution to brand visibility & investor communication

What We Offer

• High-impact role reporting directly to senior leadership
• Opportunity to work with a fast-growing Category III AIF
• Attractive compensation with strong variable incentives
• Dynamic, entrepreneurial work environment