Fund Raising Professional - Sales & Marketing

Description:

Key Responsibilities:

- Acquire and onboard new clients (HNI / retail, depending on level)

- Understand client financial needs and sell investment/wealth products

- Build long-term relationships and ensure repeat business & cross-selling

- Drive monthly revenue and closure targets

- Coordinate with internal teams for smooth onboarding and servicing

Who fits best:

- Candidates from financial services, wealth management, broking, fintech, or credit sales

- Strong communication, relationship-building, and closing skills

- Target-driven mindset with comfort in performance-linked incentives

- Raise funds from HNI / Ultra HNI investors

- Drive consistent AUM addition

- Source, pitch, and close new investor relationships

- Present investment strategies and portfolio solutions

- Coordinate with research/investment teams

- Track inflows, pipeline, and conversions

Mandatory Requirements:

- Years of experience in wealth sales / fund raising

- Proven exposure to AUM growth & client acquisition

- Strong communication, pitching, and closing skills

- Good understanding of investment products

Good to Have:

- PMS / AIF / Advisory experience

- Existing HNI / Ultra HNI network

- NISM / SEBI certifications