About the Role:
This is an exciting client facing opportunity for someone with a strong expertise in Investor Relations & Fund Raise to play a pivotal role in partnering and supporting the organization to onboard UHNIs/HNIs, Family Offices, Wealth Managers, independent financial advisors (IFAs) and other channel partners. The role requires the candidate to possess excellent communication and interpersonal skills. In brief, the role requires to: Interact with HNI, UHNI, Family Office & Channel Partners with a focus on real estate focused funds (AIF) Prepare pitch books Market and explain briefly about the products in a clear & transparent manner.
Reach out to new family offices, wealth managers & channel partners and set up the call for partnership arrangement.
Negotiate all the terms and conditions related to the partnership Address all the queries of the investors, wealth managers & channel partners in a professional and prompt manner Follow-up until all the queries are resolved Periodically provide updates to investors on the investment status Actively engage with investors via email and face to face meetups Build deeper relationships with existing clients and building new relationships with HNI, UHNI, Family Offices, Wealth Managers and other channel partners Draft meeting preparatory notes, management questionnaire, etc.
Apply if you have the following:
Minimum 3+ years of investor relations/fund raising experience and 7 – 10 years of overall professional experience Possess strong analytical skills with proven success in a role that provides research and interpretation of the market environment, opportunities and investment strategies with respect to primary investments.
From Wealth, Securities or Banking industry and having good relations with HNI, UHNI, Family Offices & channel partners Excellent interpersonal & presentation skills with an ability to communicate effectively High on emotional intelligence with an ability to understand stakeholder expectations Graduate with a preference for MBA from a tier 1/tier 2 college.