Wealth Manager - Mumbai

Mumbai , Maharashtra , India

16 Sep 2025

SALARY UPTO-8 LPA

Job Title: Wealth Manager - Mumbai


Job Responsibility

•? ?*Fundraising Support:* Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies, including preparing pitch books, information memoranda, and supporting due diligence processes.
•? ?*Investor Sourcing:* Identify, research, and engage with new prospective investors (institutional and individual) to broaden the investor base for the fund and/or portfolio companies.
•? ?*Client Engagement:* Prepare for and actively participate in meetings with existing and potential clients, investors, and partners to present investment opportunities and updates.
•? ?*Relationship Management:* Maintain and strengthen relationships with current investors through regular updates, reporting, and events; ensure regular communication and timely responses to investor queries.
•? ?*Market Intelligence:* Track market trends and investor activity; provide insights and suggestions for new sources of capital or fundraising strategies.
•? ?*Deal Support:* Support investment banking team in transaction execution, including data collection, validation of investor interests, coordinating documents, and transactional follow-ups.

Key Skills:Mandatory:

•? ?Strong communication and interpersonal skills for client/investor interactions.
•? ?Analytical abilities with keen attention to financial modeling and market analysis.
•? ?Ability to draft high-quality presentations, reports, and marketing materials.
•? ?Organized mindset, with skills in juggling multiple stakeholders and managing timelines.
•? ?Understanding of capital markets, fundraising processes, and investment cycles.


Target Industry: Investment Banking

Mandatory : 1+ years of experience in corporate sales as per required industry

Gender: Female

Experience: 1 to 3 years

Job Location: Andheri East, Mumbai

Working Days: 6 days

Work Timings: 10am to 6pm

Qualification: Graduation

Notice Period: Immediate to 30 days

Relocation candidates: No

Mid-Senior Level

Full Time

Mumbai Maharashtra India


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