Sr. Manager - HNI & Philanthropy

Crossover Talent

Navi Mumbai, Mumbai, Delhi

On-site

INR 2,500,000 - 20,000,000

Full time

10 days ago
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Job summary

Crossover Talent is seeking a Sr. Manager - HNI & Philanthropy to build and manage a portfolio of HNI/UHNI individuals and family foundations for major and multi-year gifts.

The role covers the full donor lifecycle, including diaspora fundraising in the USA and UK, reporting to the Director of Resource Mobilisation & Communications. The ideal candidate will have 7–10 years in major gift fundraising with strong relationship skills and CRM experience.

Qualifications

  • Graduate with relevant degree required.
  • 7-10 years experience in major gift fundraising or HNI relationship management.
  • Strong knowledge of India's HNI/UHNI landscape and diaspora giving is a plus.
  • Exceptional interpersonal skills, capable of engaging CXO level contacts.
  • Structured, target-driven, with CRM and donor pipeline management; familiarity with AI tools for research/writing.

Responsibilities

  • Map HNI/UHNI landscape in India and build a pipeline of 50+ prospects.
  • Design personalized cultivation plans and lead multi-year gift solicitations.
  • Manage existing donors and drive retention and upgrades with impact updates.
  • Conceptualize donor events and represent the organization at philanthropy forums.
  • Identify and cultivate Indian diaspora philanthropists in US & UK.
  • Maintain CRM, provide revenue forecasts, and own annual HNI fundraising targets.

Skills

HNI relationship management
Donor pipeline management
Interpersonal skills
Emotional intelligence
CRM familiarity
AI tools for research

Education

Graduate
PG in Management / Social Work

Tools

CRM software

Job description

Position: Sr. Manager - HNI & Philanthropy

Location: Delhi / Mumbai

Type: Full-time | Payroll

About Us:

We are a leading non-profit leveraging mHealth technology to reduce maternal and child mortality in India. Our tech-plus-touch model has reached 80M+ women and 5.5L+ health workers across 27 states.

Role Overview:

To build and manage a portfolio of HNI / UHNI individuals and family foundations to secure major and multi-year gifts (INR 25L to crores). The role owns the full donor lifecycle - prospecting to stewardship - and supports diaspora fundraising in the USA & UK. Reports to Director - Resource Mobilisation & Communications.

Key Responsibilities:
  • 1. Pipeline & Research: Map India HNI/UHNI landscape, build a prioritized pipeline of 50+ prospects with clear ask strategies.
  • 2. Cultivation & Solicitation: Design personalized cultivation plans, lead solicitations, negotiate gift terms, and close multi-year gifts in partnership with senior leadership & board.
  • 3. Stewardship: Manage existing donors, drive retention & upgrades through impact updates, meetings, and bespoke donor collateral in collaboration with Communications.
  • 4. Events & Networking: Conceptualize intimate donor dinners, field visits, leadership forums and represent the org at philanthropy forums like GivingPi, Dasra, AIP.
  • 5. Diaspora Philanthropy: Identify and cultivate Indian diaspora philanthropists in US & UK.
  • 6. Tracking & Reporting: Maintain CRM, provide revenue forecasts and own annual HNI fundraising targets.
Qualifications:
  • 1. Graduate required, PG in Management / Social Work preferred
  • 2. 7-10 years experience in major gift fundraising, HNI relationship management, private wealth or family office engagement with proven closures.
  • 3. Strong knowledge of India's HNI/UHNI philanthropic landscape and giving networks; diaspora giving knowledge is a big plus.
  • 4. Exceptional interpersonal skills, emotional intelligence, and comfort engaging at CXO / promoter level
  • 5. Structured, target-driven, proficient in CRM & donor pipeline management; familiarity with AI tools for research/writing with donor confidentiality.
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