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Relationship Manager

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Project Manager

About the Role:. - We are seeking an experienced professional to lead the sales and distribution of our AIF Category II Real Estate Fund. - The ideal candidate will have a strong network of HNIs, UHNIs, family offices, and institutional investors, with proven expertise in fundraising, investment distribution, and client relationship management. Key Responsibilities:. Fundraising & Investor Acquisition. - Develop and execute a sales strategy to raise capital from HNIs, UHNIs, family offices, wealth managers, and institutional investors. - Identify and onboard distribution partners such as wealth managers, RIAs, and private banks. - Drive investor engagement through exclusive events, roadshows, and targeted outreach. Distribution & Channel Management. - Build and manage a network of wealth management firms, IFAs, and investment advisors for fund distribution. - Establish long-term relationships with existing and potential investors to maximize fund inflows. - Ensure compliance with SEBI regulations and investor suitability norms. - Investor Relations & Portfolio Communication - Manage investor communication, periodic reporting, and performance updates. Organize exclusive investor events, webinars, and meetings to enhance engagement.

Bangalore

Credvest -  Head -  Sales & Distribution 

Job Description for Credvest -  Head -  Sales & Distribution  in Credvest in  Bangalore for (5-7) years of experience. Apply Now!

Credvest -  Head -  Sales & Distribution  | iimjobs.com