Lead Investor Acquisition

Creddinv Technologies; Bengaluru; On-site; INR 3,500,000 - 6,000,000; Full time

Job summary

Creddinv Technologies in Bengaluru seeks a Lead Investor Acquisition to drive onboarding of HNIs, UHNI, Family Offices and other investors. The role requires 5–6 years in VC, wealth management, or investment banking.

You will build a strong investor pipeline, manage relationships with senior stakeholders, and coordinate with Investment and Leadership teams to fundraise.

On-site, full-time role; MBA preferred. A strong network among institutional investors is a plus.

Qualifications

• MBA from a reputed institution, preferably in Finance, Investment Management.
• 5 to 6 years of experience in VC, wealth management, family office, investment banking, private equity or asset management.
• Strong network among HNIs, UHNIs, family offices and institutional investors.
• Proven ability to acquire and convert investors and drive fundraising.

Responsibilities

• Develop strategies to acquire HNI, UHNI and institutional investors.
• Build and manage a strong pipeline of qualified investors.
• Lead investor meetings, negotiations and closures.
• Collaborate with Investment, Research and Leadership teams.
• Prepare investor reports and track performance.

Skills

Relationship building

Pipeline management

Business development

Negotiation

Networking

Mentorship

Education

MBA

Tools

CRM

Job description

Lead Investor Acquisition Venture Capital
Location: Bengaluru
Experience: 5 to 6 Years
Qualification: MBA
Employment Type: Full-Time
Work Mode: On-site

About the Role

We are looking for an experienced and results-oriented Lead Investor Acquisition to drive the acquisition and onboarding of HNI, UHNI, Family Office, and qualified investors.
The ideal candidate should have 5 to 6 years of relevant experience in Venture Capital, Wealth Management, Family Office, Investment Banking, Private Equity, Asset Management, or Investment Sales.
The role requires a strong understanding of investment products, excellent relationship-building skills, a proven ability to engage senior stakeholders, and a track record of acquiring and converting investors.

Key Responsibilities

Investor Acquisition & Business Development

• Develop and execute strategies to acquire new HNI, UHNI, Family Office, and institutional investors.
• Build and manage a strong pipeline of qualified investors.
• Identify prospective investors through networking, referrals, industry events, partnerships, and direct outreach.
• Manage the complete investor acquisition cycle from prospecting to meetings, engagement, negotiation, and closure.
• Achieve defined monthly, quarterly, and annual investor acquisition targets.
• Develop new investor segments and explore new channels for investor acquisition.

Investor Relationship Management

• Build and maintain strong, long-term relationships with HNIs, UHNIs, entrepreneurs, CXOs, family offices, wealth managers, and institutional investors.
• Understand investor objectives, investment preferences, risk appetite, and portfolio requirements.
• Conduct investor meetings, presentations, and investment discussions.
• Maintain regular communication and engagement with prospective and existing investors.
• Develop referral networks to generate high-quality investor leads.

Investment & Fundraising

• Present investment opportunities and clearly communicate the investment proposition, business model, market opportunity, and relevant risks.
• Work closely with the Investment, Research, and Leadership teams to understand investment opportunities.
• Support fundraising initiatives and convert qualified prospects into investors.
• Identify cross-selling and additional investment opportunities where relevant.

Strategic Partnerships

• Build relationships with wealth managers, financial advisors, family offices, investment professionals, founders, entrepreneurs, and business networks.
• Develop strategic referral and distribution partnerships.
• Represent the organization at investor meets, conferences, VC events, and industry networking forums.

Market & Investor Intelligence

• Identify and research potential HNI/UHNI and Family Office investors.
• Monitor trends in VC, startups, private markets, alternative investments, and wealth management.
• Maintain an updated investor database and relationship pipeline.
• Analyse investor behaviour and market opportunities to improve acquisition strategies.

Team Leadership

• Lead and mentor junior members of the Investor Acquisition / Investment Sales team.
• Set targets and monitor individual and team performance.
• Conduct regular pipeline reviews and provide coaching on investor engagement and conversion.
• Collaborate with senior management on investor acquisition strategies.

MIS & Reporting

• Maintain accurate investor information and activities in the CRM.
• Track leads, meetings, qualified prospects, conversion rates, investor commitments, and revenue.
• Prepare weekly and monthly investor acquisition reports for management.
• Analyse the investor funnel and recommend initiatives to improve conversion.

Required Experience

5 to 6 years of relevant experience in one or more of the following:

• Venture Capital
• Wealth Management
• Family Office
• Investment Banking
• Private Equity
• Asset Management
• Alternative Investments
• Investment Sales
• Investor Relations
• Financial Services

Preferred Candidate Profile

• MBA from a reputed institution, preferably in Finance, Investment Management, Business Management.
• Proven experience in HNI/UHNI client acquisition or investor acquisition.
• Experience working with Family Offices, Wealth Management firms, VC/PE firms, or Investment Banks.
• Strong network among HNIs, UHNIs, entrepreneurs, CXOs, family offices, or institutional investors is an advantage.
• Experience in fundraising, investment sales, or private-market investments will be preferred.
• Strong track record of achieving business development, acquisition, fundraising, or revenue targets.