Wealth manager

The Wealth Manager will be responsible for driving capital raising initiatives for the AIF platform by acquiring and managing relationships with HNI/UHNI investors, Family Offices, Wealth Management Firms, Private Banks, Independent Financial Advisors (IFAs), and Institutional Investors. The role requires strong relationship-building skills, investment advisory capabilities, and a proven track record in financial product distribution.
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## Key Responsibilities
### Fund Raising & Investor Acquisition
* Drive fundraising for Alternative Investment Funds (AIFs) and other investment products offered by the platform.
* Source investments from HNIs, UHNIs, Family Offices, Corporate Treasuries, and Institutional Investors.
* Generate and maintain a robust investor pipeline through networking, referrals, and market outreach.
* Achieve monthly, quarterly, and annual fundraising targets.
### Relationship Management
* Build and maintain long-term relationships with investors and distribution partners.
* Act as the primary point of contact for investor queries and portfolio discussions.
* Conduct regular review meetings with investors and provide market updates.
* Ensure superior investor experience and service delivery.
### Distribution Channel Development
* Develop relationships with:
* Wealth Management Firms
* Private Banks
* Independent Financial Advisors (IFAs)
* Multi-Family Offices
* Corporate Advisors
* Wealth Aggregators
* Expand the distribution network to increase fund reach and capital inflows.
### Investment Advisory & Product Presentation
* Understand investor requirements, risk appetite, and investment objectives.
* Present fund strategy, investment philosophy, and performance updates effectively.
* Conduct investor meetings, webinars, and product presentations.
* Assist investors in completing onboarding and subscription processes.
### Market Intelligence
* Monitor market trends, alternative investment opportunities, and competitor activities.
* Identify emerging investor segments and fundraising opportunities.
* Provide feedback to the investment and product teams regarding investor preferences.
### Compliance & Documentation
* Ensure adherence to SEBI regulations and internal compliance policies.
* Coordinate KYC, AML, subscription agreements, and investor documentation.
* Maintain accurate investor records and CRM updates.
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