VP - UHNI Engagement

Key Responsibilities

• New Donor Acquisition & Business Development
• Identify, research, and engage potential HNI/UHNI donors and family foundations across India and Asia.
• Leverage personal/professional networks to open doors and secure high-value donor meetings.
• Generate qualified leads through both online and offline strategies.
• Develop compelling pitch decks, proposals, and customized engagement strategies for each potential donor.
• Stewardship & Retention
• Manage and deepen relationships with existing major donors, ensuring timely communication and reporting.
• Serve as a single point of contact for UHNIs and family offices.
• Design and execute donor engagement journeys, including visits, events, personal updates, and curated experiences.
• Facilitate donor transitions into legacy and endowment contributors.
• Strategic Fundraising & Donor Experience
• Work closely with leadership to shape donor strategies and engagement models.
• Prepare impact reports, organize high-touch events, and facilitate field visits.
• Maintain a donor management system and provide timely updates to internal teams.
• Submit weekly reports and work plans to the reporting manager.
  

Qualifications & Experience

• Graduate in any stream; post-graduate preferred.
• Minimum 12-15 years’ experience in UHNI/HNI sales or relationship management – from Private Banking, Wealth Management, Luxury Brands, or High-End Insurance sectors.
• Proven track record of managing a book of UHNI clients with relationship-based selling.
  

Key Competencies

• Passionate about creating social change and keen to transition into a purpose-driven role.
• Results-oriented, self-motivated, and able to thrive in a target-driven environment.
• Excellent communication, presentation, and interpersonal skills.
• Ability to understand and translate donor motivations into meaningful engagement.
• High integrity and a deep belief in the organisation's mission.
  

Preferred Profile