Principal - Family Office Relationships

10 - 15 years

12 - 17 Lacs

Posted:2 weeks ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position: Principal - Family Office Relationships (South India) Location: Bangalore or Hyderabad (Full-Time, Onsite) Function: Capital Partnerships | Family Office Relationship Management | Investor Expansion Reports To: Managing Partner Level: Principal / Senior Relationship Manager About Artha Artha is building India s most performance-driven, multi-asset investment platform. With over 1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India s most respected family offices and institutional limited partners (LPs). Our platform includes: Artha Venture Fund (AVF) Artha Continuum Fund (ACF) Artha Select Fund Artha Quest Fund Artha Prime Fund We are now expanding our capital partnerships team with regionally embedded, execution-first professionals who have a deep understanding of the family office ecosystem. Role Overview This is a Principal-level role with a strong focus on South India , including Bangalore, Hyderabad, Chennai, and adjacent hubs. We are looking for candidates who are based in or deeply embedded in this vibrant ecosystem. You will: Serve as the primary relationship manager for 200-300 UHNI and family office relationships across the South. Build, retain, and grow capital allocations across Artha s platform. Operate as a strategic advisor, not just a fundraiser, supporting families in capital deployment, co-investment, and follow-on cycles. Advise clients on complex investment strategies, including structured debt, private equity, venture capital, and multi-asset allocations. Own the investor experience across reporting, engagement, and re-up rhythm. This is not a branding or entry-level role. It is built for professionals already trusted by the capital ecosystem to navigate complex allocations and relationship dynamics. What You Will Execute 1. Regional Capital Engagement Activate a warm network across South India to introduce Artha s platform. Run disciplined follow-ups, investor qualification, and commitment conversion. Customize pitches across venture, private equity, and structured capital products. 2. Relationship Management & Retention Serve as the ongoing point of contact for investor queries, updates, and cycles. Track investor behavior, sentiment, and churn signals. Coordinate investor events, updates, and strategic briefings to ensure effective communication and informed decision-making. 3. Strategic Thought Partnership Provide perspective on market cycles, structured debt, AIFs, and thematic interest. Become a trusted capital advisor for families seeking long-term investment strategies. 4. Internal Collaboration & Reporting Maintain CRM discipline, pipeline hygiene, and documentation. Coordinate with fund operations, legal, and leadership to ensure seamless investor servicing. Keep the Managing Partner informed of movement, feedback, and gaps. Who You Are A capital-first professional with 10+ years of experience in private wealth, family office advisory, or capital fundraising Based in or deeply embedded in the South India ecosystem Currently managing or has managed 100+ UHNI or family office relationships with demonstrated allocation history Have advised clients on structured capital strategies, alternative investments, and multi-asset portfolio construction Known for your credibility, trustworthiness, and execution discipline Not seeking a title you re seeking a platform where long-term trust is the currency Strong references from family offices or senior wealth decision-makers

Mock Interview

Practice Video Interview with JobPe AI

Start Relationship Management Interview Now

My Connections Artha Group

Download Chrome Extension (See your connection in the Artha Group )

chrome image
Download Now

RecommendedJobs for You

Bhubaneswar, Varanasi, Kolkata, Bengaluru