CredFlow - Manager/Senior Manager - Investor Acquisition & Relationship

Description:

Credfund is Hiring Manager / Senior Manager (Investor Acquisition). Noida

Experience: 4-8 years | Investor Sales | Private Markets.

Credfund is looking for a driven professional to acquire and manage HNI/UHNI investors, wealth partners, and family offices for our curated alternative investment products pre-IPO equity, structured credit, revenue-linked financing, asset-backed opportunities, and private markets deals.

What You'll do:

- Acquire HNI/UHNI investors through outbound outreach, referrals & events.

- Explain investment opportunities and convert interest into commitments.

- Manage investor relationships, queries, reviews, and onboarding.

- Support deal closures with presentations & summaries.

- Build partnerships with wealth managers, RIAs, angel networks & family offices.

- Ensure compliance, documentation & KYC.

Who we are looking for:

- 4-8 years in wealth management, private banking, AIF/PMS sales, private credit, or alternate investment platforms.

- Strong communication & financial storytelling.

Key Responsibilities:

1. Investor Acquisition & Lead Generation

- Identify, prospect, and acquire HNI/UHNI investors through outbound outreach, networking, referrals, events, and strategic partnerships.

- Conduct investor meetings to explain investment products and highlight value propositions.

- Convert investor interest into commitments by articulating deal narratives effectively.

- Build a strong pipeline of individual and institutional investors.

2. Investor Relationship Management

- Own end-to-end investor lifecycle including onboarding, documentation, deal evaluation, and post-investment engagement.

- Address investor queries, provide timely updates, and maintain high levels of trust and transparency.

- Prepare and deliver investment presentations, reports, and summaries to assist decision-making.

- Conduct periodic portfolio reviews and drive repeat investments.

3. Partnerships & Ecosystem Expansion

- Develop and manage partnerships with Wealth Managers, RIAs, angel networks, investment advisors, PMS/AIF partners, and family offices.

- Participate in roadshows, events, webinars, and investor gatherings to enhance brand presence.

- Collaborate with internal product, research, and legal teams to support seamless deal execution.

4. Compliance, Documentation & Governance

- Ensure all investor transactions comply with regulatory and internal guidelines including KYC, documentation, and risk checks.

- Coordinate with legal and compliance teams to maintain audit-ready records.

- Maintain complete confidentiality and integrity in investor interactions.

Who We Are Looking For?

Experience & Background:

- 4-8 years of experience in Wealth Management, Private Banking, PMS/AIF Distribution, Private Credit, Investment Sales, or Alternative Investment Platforms.

- Demonstrated track record of managing affluent investor portfolios and closing high-ticket deals (10-25 lakh and above).

- Strong exposure to private market investment opportunities and structured financial products.

Skills & Competencies:

- Exceptional communication, financial storytelling, and presentation skills.

- Strong analytical ability to understand deal structures and explain risk-return frameworks.

- Relationship-driven personality with strong networking and interpersonal skills.

- High ownership mindset, target-driven approach, and ability to work in a fast-paced environment.

- Proficiency in investor engagement tools, CRM platforms, and MS Office.