Talent.com
VP - UHNI Engagement

VP - UHNI Engagement

ATRIOS ConsultingKollam, Kerala, India
2 days ago
Job description

We are #hiring for a leading NGO!

About the Role

Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthropic partnerships.

Key Responsibilities

1. New Donor Acquisition & Business Development

Identify, research and engage senior philanthropic individuals and family foundations.

Activate your professional network and outreach strategies to secure high-impact donor meetings.

Prepare tailored pitch decks, proposals and engagement strategies aligned with donor interests.

2. Stewardship & Retention

Manage and deepen relationships with existing major donors, providing timely updates, personalised engagement and impactful reporting.

Serve as the primary liaison for senior donors and family offices.

Design and execute donor-journeys including visits, events and curated engagement experiences.

Support transitions of donors into legacy, endowment or multi-year funding relationships.

3. Strategic Fundraising & Donor Experience

Partner with senior leadership to shape philanthropy strategy and engagement models.

Develop impact reports, organise high-touch events and coordinate field visits to showcase outcomes.

Maintain donor-management system, monitor metrics, and submit weekly work plans and reports.

Qualifications & Experience

Graduate in any discipline; Post-graduate preferred.

12–15 years of experience in senior relationship management or sales with exposure to high-value clients (e.g., UHNIs, family offices) in Private Banking, Wealth Management, Luxury or High-End Insurance.

Demonstrated success in managing and growing a portfolio of senior stakeholders or philanthropic clients through relationship-based engagement.

Key Competencies

Passionate about social impact and transitioning into a purpose-driven role.

Results-oriented, self-motivated and comfortable working in a target-driven environment.

Excellent communication, presentation and interpersonal skills.

Ability to understand and translate donor motivations into meaningful engagement and outcomes.

High integrity, strong ethical standards and belief in our organisation’s mission.

Preferred Profile

Strong professional network and credibility in senior stakeholder or philanthropic circles.

Demonstrated ability to build long-term trusted relationships with high-net-worth individuals / family foundations.

Create a job alert for this search

Vp • Kollam, Kerala, India

Related jobs
  • Promoted
SVP / VP / AVP / Relationship Managers, Private Bankers

SVP / VP / AVP / Relationship Managers, Private Bankers

ConfidentialVadodara, Thiruvananthapuram / Trivandrum, Delhi
SVP / VP / AVP Relationship Managers / Private Bankers - Wealth Management.QuickTurtle is seeking experienced.SVP / VP / AVP Relationship Managers and Private Bankers. In these critical roles, you'll be res...Show moreLast updated: 30+ days ago
  • Promoted
VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance

VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance

ConfidentialThiruvananthapuram / Trivandrum
Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA / B2B), Equity Broking.Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodit.Managing large cus...Show moreLast updated: 30+ days ago
  • Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

ConfidentialThiruvananthapuram / Trivandrum
VP / AVP / DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance.QuickTurtle is seeking a highly experienced and strategic. VP / AVP / DVP - PCG Advisor, B2B Partner Alliance.You'll be instrumental...Show moreLast updated: 30+ days ago
  • Promoted
Vp - Uhni Engagement

Vp - Uhni Engagement

ATRIOS ConsultingThiruvananthapuram, Republic Of India, IN
We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 2 days ago
  • Promoted
SVP / VP / AVP / Relationship Managers, Private Bankers

SVP / VP / AVP / Relationship Managers, Private Bankers

ConfidentialThiruvananthapuram / Trivandrum, Vadodara
SVP / VP / AVP / Relationship Managers , Private Bankers - Wealth Management.Acquiring, Deepening and Retaining HNI / UHNI clients. Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Manage...Show moreLast updated: 30+ days ago
  • Promoted
SVP / VP / AVP / Relationship Manager-Private Banker / Wealth Management

SVP / VP / AVP / Relationship Manager-Private Banker / Wealth Management

ConfidentialThiruvananthapuram / Trivandrum, Ahmedabad, Delhi NCR
Acquiring, Deepening and Retaining HNI UHNI clients.Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.Networking and...Show moreLast updated: 30+ days ago
  • Promoted
VP / AVP / DVP PCG Advisor - Partner Alliance

VP / AVP / DVP PCG Advisor - Partner Alliance

ConfidentialDelhi, Thiruvananthapuram / Trivandrum
Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodit.Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to ...Show moreLast updated: 30+ days ago
  • Promoted
SVP / VP / AVP / Relationship Manager - Private Banker / Wealth Management

SVP / VP / AVP / Relationship Manager - Private Banker / Wealth Management

ConfidentialDelhi, Vadodara, Thiruvananthapuram / Trivandrum
QuickTurtle is seeking highly experienced and dynamic.SVP / VP / AVP / Relationship Managers.Private Banker / Wealth Management team. This role is crucial for acquiring, deepening, and retaining relationshi...Show moreLast updated: 30+ days ago
  • Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance

ConfidentialThiruvananthapuram / Trivandrum, Delhi
Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodity.Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchise...Show moreLast updated: 30+ days ago
  • Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor

VP / AVP / DVP - PCG (Pvt Client Group) Advisor

ConfidentialVadodara, Thiruvananthapuram / Trivandrum, Delhi
Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodity.Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Partners, Franchisee...Show moreLast updated: 30+ days ago
  • Promoted
VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

ConfidentialThiruvananthapuram / Trivandrum, Delhi, Vadodara
Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from t...Show moreLast updated: 30+ days ago
  • Promoted
VP - UHNI Engagement

VP - UHNI Engagement

ATRIOS ConsultingAlappuzha, IN
We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show moreLast updated: 2 days ago
  • Promoted
Avp / Vp - Business Head - Consumer-Tech

Avp / Vp - Business Head - Consumer-Tech

Kwan VenturesAlleppey, Republic Of India, IN
Partner with the leadership team to define and execute the company’s growth strategy across online and offline channels.Translate strategic goals into operational plans with measurable outcomes and...Show moreLast updated: 2 days ago
  • Promoted
VP / AVP / Manager, PCG Advisory

VP / AVP / Manager, PCG Advisory

ConfidentialThiruvananthapuram / Trivandrum, Hyderabad / Secunderabad, Telangana, Pune
Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory.This position is crucial for acquiring and managing Ultra High Net Worth Individ...Show moreLast updated: 30+ days ago
  • Promoted
AVP / VP - Business Head - Consumer-Tech

AVP / VP - Business Head - Consumer-Tech

Kwan VenturesKollam, IN
Partner with the leadership team to define and execute the company’s growth strategy across online and offline channels.Translate strategic goals into operational plans with measurable outcomes and...Show moreLast updated: 2 days ago
  • Promoted
  • New!
SVP - Brand Alliances & Partnerships

SVP - Brand Alliances & Partnerships

Vouchagram India Pvt Ltdalappuzha, kerala, in
Head - Brand Alliances and Partnerships.VG’s vast network of digital rewards and branded currency solutions.This role demands a forward-thinking leader capable of managing existing brand relationsh...Show moreLast updated: 8 hours ago
  • Promoted
  • New!
Vice President

Vice President

Live Connectionsalappuzha, kerala, in
VP / SVP – Corporate Lending Technical SME (FIS ACBS Implementation).Only selected profile will be called.Please connect with me in linked in for swift response. VP / SVP – Corporate Lending Technical...Show moreLast updated: 9 hours ago
  • Promoted
VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

VP / AVP / Manager, PCG (Pvt. Client Group) Advisory

ConfidentialPune, Thiruvananthapuram / Trivandrum, Hyderabad / Secunderabad, Telangana
Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.Advising UHNI / HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from t...Show moreLast updated: 30+ days ago