Senior Manager – Direct Fund Raising
Experience: 8 – 10 Years
CTC: 50 LPA Max
Location: Mumbai – Andheri – Chakala
About the Role:
We are seeking a senior, relationship-driven direct fund raising professional to own Arbour’s direct investor acquisition and capital mobilisation function. The role demands the commercial instinct of a seasoned fund raiser, the relationship depth of a private banker, and the investment knowledge to engage credibly with sophisticated investors on strategy, risk, and returns. It offers direct access to the Founding team, a meaningful stake in Arbour’s AUM growth, and the opportunity to build the direct investor acquisition engine from the ground up.
Direct Investor Segments:
- HNIs (High Net Worth Individuals)
- UHNIs (Ultra High Net Worth Individuals)
- Single Family Offices
- Multi-Family Offices
- Corporate & Institutional Investors
- Sophisticated & Accredited Investors
- First-time Arbour investors
- Re-investing & referred direct investors
Key Responsibilities:
A. Direct Investor Acquisition & Prospecting:
- Build a curated pipeline of HNI, UHNI, and Family Office prospects through personal network activation, targeted introductions, strategic referrals, and proactive outreach.
- Qualify prospects by investment appetite, risk profile, liquidity, and alignment with Arbour’s structured credit strategy.
- Execute a segmented acquisition strategy (HNI, UHNI, Single / Multi-Family Office, Corporate) with a defined engagement plan for each investor type.
- Manage the full acquisition lifecycle – initial contact, product presentation, due diligence support, documentation, and capital closure.
- Maintain a well-forecasted direct investor pipeline with regular updates to leadership on status, conversion timelines, and expected AUM closures.
B. HNI & UHNI Direct Investor Engagement:
- Engage HNI and UHNI investors proactively through one-on-one meetings, bespoke presentations, portfolio discussions, and exclusive investor events.
- Conduct tailored investment presentations articulating Arbour’s philosophy, structured credit strategy, risk framework, underwriting discipline, and return profile.
- Manage investor objections, due diligence queries, and documentation requirements with accuracy and a high standard of service.
- Identify reinvestment, incremental capital, and referral opportunities within the existing HNI and UHNI base; work with the IR team to convert into additional AUM.
C. Family Office Acquisition & Management:
- Identify and develop relationships with Single and Multi-Family Office principals, investment committees, and advisors across Mumbai and key metros.
- Understand each Family Office’s mandate, governance structure, risk appetite, and decision-making process; tailor Arbour’s approach accordingly.
- Deliver investment-committee-grade presentations covering portfolio construction, credit risk, collateral framework, and Arbour’s track record.
- Position Arbour as a trusted, recurring alternative investment partner – not a one-time transaction.
- Coordinate internally to ensure Family Office onboarding, reporting, and servicing meets the elevated expectations of this segment.
D. Direct Fund Raising & Capital Mobilisation:
- Drive and consistently achieve direct investor AUM and fund raising targets across HNI, UHNI, and Family Office segments.
- Execute direct investor engagement strategies across in-person meetings, exclusive roundtables, investment seminars, and curated networking events.
- Develop bespoke investment proposals, due diligence packages, and investor communication materials with the Investment and IR teams.
- Lead investor site visits, management meetings, and co-investment discussions to support capital commitment decisions.
- Represent Arbour at HNI and UHNI forums, Family Office summits, private wealth conferences, and networking events.
E. Investor Communication & Market Intelligence:
- Provide proactive communication to prospects and committed investors – covering market context, fund performance, pipeline updates, and regulatory developments.
- Stay current with alternative investment trends, real estate credit dynamics, macroeconomic developments, and competitor activity.
- Gather investor sentiment and market intelligence; feed insights to investment and product teams to support fund positioning.
- Ensure seamless handover of committed investors to the IR team with continuity of relationship quality post-investment.
Candidate Profile:
Qualification:
- Postgraduate in Finance, MBA, Business Administration, or related discipline.
- CFA, CFP, or relevant investment certifications are a strong advantage.
Experience:
- 8-10 years in direct fund raising, private banking, wealth management, or alternative investment sales with a direct investor mandate.
- Measurable track record of raising capital from HNI and UHNI investors – with evidence of AUM mobilised, average ticket sizes, and conversion rates.
- Proven experience converting Single and Multi-Family Offices into committed capital, including navigating investment committee processes.
- Prior experience raising for AIF, PMS, structured credit, private equity, or real estate fund products strongly preferred.
- Active, established network within the HNI, UHNI, and Family Office community in Mumbai. Reach into Delhi, Ahmedabad, or Pune is a strong advantage.
Core Competencies:
- Deep understanding of HNI, UHNI, and Family Office investment decision-making, risk appetite, and due diligence process in the Indian alternative investment context.
- Exceptional communication, presentation, and negotiation skills – able to engage credibly at principal and investment committee level.
- Strong investment knowledge – comfortable discussing structured credit, real estate fundamentals, risk-return frameworks, and portfolio construction.
- High relationship discipline – proactive, consistent, and trustworthy with a portfolio of high-value direct investor prospects.
- Self-driven, entrepreneurial mindset to independently build and grow a direct investor pipeline in a target-oriented environment.
Preferred Industry Background:
- Alternative Investment Firms (AIF / PMS)
- Private Banking & Direct Investor Coverage
- Family Office Advisory & Services
- Real Estate Investment & Credit Platforms
- Asset Management Companies (AMCs)
- Structured Finance & Credit Firms
Key Skills:
- Direct Fund Raising & AUM Mobilisation
- HNI / UHNI Direct Investor Acquisition
- Family Office Engagement & Conversion
- Investor Pipeline Management & Forecasting
- Alternative Investment Product Knowledge
- Investment Presentation & Negotiation
- Due Diligence Support & Documentation
- Direct Investor Network Development
- Investor Communication & Market Intelligence
- Stakeholder & Relationship Management