Job Description:

Senior Manager / Assistant Vice President - Direct Fund Raising

Location: Chakala, Andheri East, Mumbai

Experience: 8-10 years

Qualification: Postgraduate mandatory

Function: Direct Fund Raising | Business Development | AUM Growth | Alternative Investments

About the Role:

We are seeking a senior, relationship-driven direct fund raising professional to lead direct investor acquisition and capital mobilisation for an alternative investment platform focused on structured credit, high-yield debt, and real estate-linked investment opportunities.

The role requires strong commercial instincts, deep relationships within the HNI, UHNI, and family-office ecosystem, and the investment knowledge required to engage sophisticated investors on strategy, risk, returns, portfolio construction, and due diligence.

The selected candidate will be responsible for building a direct investor acquisition engine, managing high-value investor relationships, and driving AUM growth through direct capital mobilisation.

Direct Investor Segments:

- HNIs

- UHNIs

- Single Family Offices

- Multi-Family Offices

- Corporate and Institutional Investors

- Sophisticated and Accredited Investors

- First-time direct investors

- Re-investing and referred direct investors

Key Responsibilities:

A. Direct Investor Acquisition & Prospecting:

- Build a curated pipeline of HNI, UHNI, and family-office prospects through personal network activation, targeted introductions, strategic referrals, and proactive outreach.

- Qualify prospects by investment appetite, risk profile, liquidity position, ticket size, and alignment with structured credit and alternative investment strategies.

- Execute a segmented acquisition strategy across HNI, UHNI, family office, and corporate investor categories.

- Manage the full acquisition lifecycle including initial contact, investment presentation, due diligence support, documentation, and capital closure.

- Maintain a well-forecasted direct investor pipeline with regular updates to leadership on status, conversion timelines, and expected AUM closures.

B. HNI & UHNI Direct Investor Engagement:

- Engage HNI and UHNI investors through one-on-one meetings, bespoke presentations, portfolio discussions, and exclusive investor events.

- Conduct tailored investment presentations covering investment philosophy, structured credit strategy, risk framework, underwriting discipline, collateral quality, and return profile.

- Manage investor objections, due diligence queries, and documentation requirements with accuracy and professionalism.

- Identify reinvestment, incremental capital, and referral opportunities within the existing investor base.

- Work closely with internal investor relations and investment teams to convert opportunities into additional AUM.

C. Family Office Acquisition & Management:

- Identify and develop relationships with single and multi-family office principals, investment committees, advisors, and gatekeepers across Mumbai and key metros.

- Understand each family offices mandate, governance structure, risk appetite, liquidity preference, and decision-making process.

- Deliver investment-committee-grade presentations covering portfolio construction, credit risk, collateral framework, track record, and investment thesis.

- Position the platform as a trusted recurring alternative investment partner rather than a one-time product provider.

- Coordinate internally to ensure onboarding, reporting, documentation, and servicing meet the expectations of family-office investors.

D. Direct Fund Raising & Capital Mobilisation:

- Drive and consistently achieve direct investor AUM and fund raising targets across HNI, UHNI, and family-office segments.

- Execute direct investor engagement strategies through in-person meetings, exclusive roundtables, investment seminars, and curated networking events.

- Develop bespoke investment proposals, due diligence packages, and investor communication material with the investment and investor relations teams.

- Lead investor site visits, management meetings, and co-investment discussions to support capital commitment decisions.

- Represent the platform at HNI/UHNI forums, family-office summits, private wealth conferences, and relevant networking events.

E. Investor Communication & Market Intelligence:

- Provide proactive communication to prospects and committed investors covering market context, fund performance, pipeline updates, portfolio developments, and regulatory changes.

- Stay current with alternative investment trends, real estate credit dynamics, macroeconomic developments, and competitor activity.

- Gather investor sentiment and market intelligence to support fund positioning and product strategy.

- Ensure seamless handover of committed investors to the investor relations team while maintaining relationship continuity post-investment.

Candidate Profile:

Qualification:

- Postgraduate degree in Finance, MBA, Business Administration, or a related discipline.

- CFA, CFP, or relevant investment certifications will be a plus (not mandatory).

Experience:

- 8-10 years of experience in direct fund raising, private banking, wealth management, alternative investment sales, or direct investor coverage.

- Demonstrated track record of raising capital from HNI and UHNI investors.

- Evidence of AUM mobilised, average ticket sizes, conversion rates, and investor retention preferred.

- Proven experience converting single and multi-family offices into committed capital.

- Experience navigating investment committee processes and due diligence cycles.

- Prior experience raising capital for AIF, PMS, structured credit, private equity, real estate funds, private credit, or other alternative investment products strongly preferred.

- Active network within the HNI, UHNI, and family-office ecosystem in Mumbai.

- Reach into Delhi, Ahmedabad, Pune, or other wealth hubs will be an advantage.

Core Competencies:

- Deep understanding of HNI, UHNI, and family-office investment decision-making.

- Strong knowledge of Indian alternative investments, private credit, structured credit, real estate finance, and portfolio construction.

- Ability to engage credibly with principals, promoters, investment committees, and senior family-office advisors.

- Strong communication, presentation, and negotiation skills.

- Ability to translate complex investment strategies into clear investor-facing narratives.

- High relationship discipline and strong follow-through with high-value prospects.

- Self-driven and entrepreneurial mindset with the ability to independently build and manage a direct investor pipeline.

- Strong pipeline management, forecasting, and closure orientation.

Preferred Industry Background:

- Alternative investment firms

- AIF / PMS platforms

- Private banking

- Wealth management firms

- Family office advisory firms

- Real estate investment platforms

- Private credit / structured credit firms

- Asset management companies

- Structured finance firms

Key Skills:

- Direct fund raising and AUM mobilisation

- HNI / UHNI investor acquisition

- Family office engagement and conversion

- Investor pipeline management and forecasting

- Alternative investment product knowledge

- Investment presentation and negotiation

- Due diligence support and documentation

- Direct investor network development

- Investor communication and market intelligence

- Stakeholder and relationship management