Senior Manager — Direct Fund Raising-PL in Bombay, भारत

Senior Manager — Direct Fund Raising-PL

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 ofAUM 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 fundproducts strongly preferred.

• Active, established network within the HNI, UHNI, and Family Office community inMumbai. Reach into Delhi, Ahmedabad, or Pune is a strong advantage.

CoreCompetencies
• Deep understanding of HNI, UHNI, and Family Office investment decision-making, riskappetite, and due diligence process in the Indian alternative investment context.

• Exceptional communication, presentation, and negotiation skills — able to engage crediblyat principal and investment committee level.

• Strong investment knowledge — comfortable discussing structured credit, real estatefundamentals, risk-return frameworks, and portfolio construction.

• High relationship discipline — proactive, consistent, and trustworthy with a portfolio ofhigh-value direct investor prospects.

• Self-driven, entrepreneurial mindset to independently build and grow a direct investorpipeline 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