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Investment Manager - Sales - Bank (4-7 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Position - Investment ManagerOverall/Total Experience: 4-7 years only Location: MumbaiNotice Period Requirement: 30 days (Maximum)- 6 day workingWe are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.Key Responsibilities :Fundraising & AUM Growth : - Drive growth in Assets Under Management (AUM) by meeting set targets.- Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.Investor Relationship Management :- Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).- Nurture relationships with inactive investors and convert them into active contributors.- Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.- Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.Business Development & Conversion : - Source, qualify, and onboard new investors through referrals, networking, and events.- Leverage existing investor networks for introductions and referrals.- Manage pipeline of new investor conversions and ensure smooth onboarding process.Networking & Outreach :- Represent the firm in industry events, conferences, and investor summits to expand reach.- Stay updated on funding trends, investor behavior, and competitive landscape.- Conduct one-on-one investor meetings to present opportunities and investment strategies.- Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.Strategic Input & Reporting :- Prepare and present investment proposals and performance reports.- Work closely with the investment team to align fundraising strategy with portfolio needs.- Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).Ideal Candidate- 4 years of proven experience in fundraising for startup.- Strong investor network with HNIs, Family Offices, and Institutions.- Track record of achieving AUM/revenue targets and closing investor commitments. (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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