Institutional Sales/Fundraising, IPOs Manager-CFA 3

Globelance; Mumbai; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Globelance in Mumbai is seeking an experienced Institutional Sales Manager (Fundraising, IPOs) to lead fundraising deals end-to-end, from initial meetings to signed subscriptions. The role targets a robust pipeline of institutional investors and requires direct engagement with AIFs, FPIs, PMS providers, and MFs to allocate deals.

The ideal candidate has 3–5 years of experience, CFA Level III, and a proven ability to close deals while navigating SEBI AIF/FPI ICDR frameworks.

Qualifications

• 3-5 years of direct experience pitching deals to AIF fund managers, FPI desks, PMS CIOs, or MF desks, with demonstrable deal names and outcomes across primary and secondary transactions.
• CFA Level III cleared is mandatory.
• Regulatory Knowledge: SEBI AIF Regulations, FPI Regulations, and ICDR QIB/anchor mechanics to address regulatory questions during meetings.
• Established network across AIFs, PMS, and MFs to build investor relationships independently.

Responsibilities

• Lead fundraising deals independently, positioning for institutional investors.
• Engage investors in meetings with AIFs, FPIs, PMS providers, and MFs to close allocations.
• Build and maintain a pipeline of qualified institutional investors.
• Position each deal with IRR thesis, sector fit, and peer valuation comparisons.
• Lead at least 15 institutional pitch meetings per live month and close IOIs to subscriptions.
• Coordinate KYC and payments, ensuring end-to-end deal closure.
• Qualify anchor/institutional investors within five working days of briefing.
• Log interactions in CRM within 24 hours and provide weekly pipeline reports.

Skills

Fundraising

Investor Engagement

Institutional Sales

Pitching Deals

CRM Management

Education

CFA Level III

Tools

CRM Systems

Job description

Position: Institutional Sales Manager (Fundraising, IPOs)

Type: Full-time

Location: Mumbai

Salary: Up to 20 LPA

Experience Level: 3-5 years

About the Role

We are seeking a dynamic and results-driven Manager - Syndication to independently lead fundraising deals, including IPOs, Pre-IPOs, and other primary or secondary fundraising transactions. This role requires a proactive approach to positioning deals for institutional investors and closing allocations from start to finish. You will own the deal from the initial meeting to the signed subscription, with your performance measured by the funds you close each quarter.

Key Responsibilities

• Lead Fundraising Deals: Independently manage and lead fundraising transactions, ensuring successful positioning for institutional investors.
• Investor Engagement: Walk into meetings with AIFs, FPIs, PMS providers, and MFs, effectively communicating deal specifics and closing allocations on the spot.
• Pipeline Management: Build and maintain a pipeline of 40 qualified institutional investors, ensuring a robust network of AIFs, FPIs, PMS providers, and MFs.
• Deal Positioning: Tailor each deal presentation to the specific fund being approached, focusing on IRR thesis, sector mandate fit, and valuation comparisons to peers.
• Meeting Leadership: Conduct a minimum of 15 institutional pitch meetings per month when deals are live, ensuring effective communication and follow-up.
• Closing Transactions: Convert Indications of Interest (IOIs) to signed subscriptions and payments, taking full ownership of the deal process.
• Research and Qualification: Research and qualify anchor/institutional investors for every fundraising mandate within five working days of briefing.
• CRM Management: Log every interaction in the CRM within 24 hours and submit a weekly pipeline report every Monday.

What You Will Do

• Prepare Financial Pitches: Develop deal-specific financial pitches tailored to each type of institutional investor (AIF/FPI/PMS/MF).
• Follow-Up: Ensure timely follow-up within 24 hours of every meeting, providing clear next steps rather than generic responses.
• Chase IOIs: Actively pursue IOIs and push for subscriptions, coordinating KYC and payment processes until the deal is successfully closed.
• Network Expansion: Add at least 3 new qualified institutional contacts to your pipeline every month.

Qualifications

• Experience: 3-5 years of direct experience pitching deals to AIF fund managers, FPI desks, PMS CIOs, or MF desks, with demonstrable deal names and outcomes across primary and secondary transactions.
• CFA Level III: CFA Level III cleared is mandatory.
• Regulatory Knowledge: Strong understanding of SEBI AIF Regulations, FPI Regulations, and ICDR QIB/anchor mechanics to effectively address regulatory questions during meetings.
• Network: Established network across AIFs, PMS, and MFs, with the ability to build investor relationships independently without relying on warm leads.

Why Join Us?

• Be part of a high-impact team where your contributions directly influence fundraising success.
• Opportunity for professional growth and advancement in a dynamic environment.
• Competitive compensation package with performance-based incentives.