Manager / Senior Manager – Investor Acquisition & Relationships

CredFlow; Dadri; On-site; INR 1,000,000 - 2,500,000; Full time

Job summary

A financial services firm based in Noida is seeking a Manager/Senior Manager for Investor Acquisition. The ideal candidate will have 4-8 years of experience in wealth management or related fields, focusing on acquiring and managing relationships with HNI/UHNI investors. Responsibilities include outreach, presenting investment opportunities, and ensuring compliance. This full-time role offers a key opportunity to shape investor engagement and support high-value deal closures.

Qualifications

• 4-8 years in wealth management, private banking, or alternate investment platforms.
• Proven ability to build investor relationships and close high-ticket deals.

Responsibilities

• Acquire HNI/UHNI investors through outreach, referrals, and events.
• Manage investor relationships, queries, reviews, and onboarding.
• Support deal closures with presentations and summaries.

Skills

Strong communication

Financial storytelling

Investor relationship building

Sales closing skills

Job description

📢 Credfund is Hiring – Manager / Senior Manager (Investor Acquisition)

📍 Noida | 4–8 years | Investor Sales | Private Markets

Credfund is looking for a driven professional to acquire and manage HNI/UHNI investors, wealth partners, and family offices for our curated alternative investment products — pre‑IPO equity, structured credit, revenue‑linked financing, asset‑backed opportunities, and private markets deals.

What You’ll Do

• Acquire HNI/UHNI investors through outbound outreach, referrals & events
• Explain investment opportunities and convert interest into commitments
• Manage investor relationships, queries, reviews, and onboarding
• Support deal closures with presentations & summaries
• Build partnerships with wealth managers, RIAs, angel networks & family offices
• Ensure compliance, documentation & KYC

Who We’re Looking For

• 4–8 years in wealth management, private banking, AIF/PMS sales, private credit, or alternate investment platforms
• Strong communication & financial storytelling
• Proven ability to build investor relationships & close high‑ticket deals (₹10–25L+)
• Candidates from Financial Industry

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• General Business, Management, and Business Development