Job Description – Investment Manager
Position : Investment Manager
Location : Charni Road, Mumbai
Department : Investments
About the Role
We are seeking a highly driven and strategic Investment Manager 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.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).Qualifications & Skills
2+ years of proven experience in fundraising, investment banking, venture capital, private equity, or wealth management .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 .Skills Required
Fundraising, capital raising , Investment Banking, venture capital, Private Equity, Wealth Management, Networking, Business Development
