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Investment Manager (4-6 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
Hiring for Investment Manager Experience: 4 Years - 6 Years of Experience Location: Mumbai- Outstation Candidates: AllowedNotice Period: Immediate to 30 Days CTC Budget: - 11 LPA - 15 LPA Mandatory Skills - Strong investor management profile- Must have 4 years of fundraising experience startups, AIFs, or investment products), investor management and network building- Must be proficient in pitching investment opportunities and onboarding investors- Must have experience conducting investor meetings & presentations- Must have experience achieving revenue targets- Must have experience representing the company at networking events- Must understand startup valuation basics, portfolio reporting, investment products.- Must prepare investment proposals, performance reports, and KPIs.- (Education): No strict requirement, but finance background preferred.- (Note): Must have high ownership and target-driven mindset- Preferred (Company): Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.- Preferred (Industry): Events industry- Preferred (Work background): Experience in startup funding events & roadshowsIdeal 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.- Exceptional communication, presentation, and relationship-building skills.- Entrepreneurial mindset, high ownership, and target-driven approach.About the Role:We 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 networksKey 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.- Proactively outreach and pitch BizDateUp s value proposition and curated startup campaigns.- 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). (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
MNM HIRETECH PVT LTD
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