Fund Raising Role - AIF - Stock Broking Firm

Urgent Requirement for a leading Stock Broking Firm

Position: Fund Raising - AIF

Location: Mumbai/Delhi

Role Overview:

We are seeking a dynamic and experienced professional to lead and execute fundraising activities for our SEBI-registered Alternative Investment Fund (AIF). The role involves engaging with a wide range of investors including HNIs, family offices, wealth managers, institutions, and distribution platforms, with a strong focus on capital raising, investor onboarding, and relationship management.

Key Responsibilities:

1. Fundraising & Capital Mobilization

- Develop and maintain relationships with HNIs, UHNIs, family offices, private banks, and wealth advisors.

- Conduct investor presentations, webinars, and roadshows to pitch the fund strategy.

2. Distribution & Channel Development

- Build and manage relationships with distribution partners, IFAs, and wealth platforms.

- Negotiate and onboard distributors; provide sales enablement and training.

3. Investor Due Diligence & Documentation

- Handle end-to-end investor onboarding including KYC, documentation, and subscription agreements.

- Liaise with legal, compliance, and operations teams to ensure smooth closure of commitments.

4. Investor Relations

- Act as a key contact for existing and prospective investors.

- Provide regular fund updates, performance reports, and respond to investor queries.

- Support in organizing investor meets, quarterly calls, and audits as required.

5. Strategy & Reporting

- Develop fundraising strategy in coordination with senior leadership.

- Maintain and track fundraising pipeline, investor status, and commitments in CRM tools.

- Monitor market trends and competitor activity to refine approach.

Required Qualifications:

- Bachelors degree in Finance, Business, or related field; MBA or CFA preferred.

- 512 years of experience in AIF fundraising, wealth management, or capital markets.

- Deep understanding of SEBI AIF regulations, private equity structures, and investment products.

- Proven track record in raising funds from HNIs, family offices, or institutions.

- Strong interpersonal, presentation, and networking skills.

Preferred:

- Prior experience working with SEBI-registered AIFs (Cat II or III especially).

- Strong relationships with wealth managers, private banks, or distribution networks.

- Knowledge of fund structuring, tax implications, and investment lifecycle.

Interested candidates may send in their resume mentioning current CTC, expected CTC and notice period.