Customer Relationship Manager

Venture Capital (VC) Funds, Private Equity (PE) Funds, Family Offices, Ultra High Net-Worth Individuals (UHNIs), High Net-Worth Individuals (HNIs), and Venture Debt Funds.

The role requires a proactive individual who can identify potential investors, engage with them, schedule and coordinate meetings, and accompany senior bankers for discussions.

Key Responsibilities

Identify and map prospective investors including VC/PE funds, Family Offices, UHNIs, HNIs, and Venture Debt funds across India and Asia.

Initiate outreach, build engagement, and secure appointments with prospective investors.

Maintain regular follow-ups with investors and ensure continuous engagement.

Accompany senior bankers in investor meetings and support in relationship management.

Conduct research on investor preferences, sectoral interests, and fundraising trends.

Maintain and update investor databases, ensuring effective tracking of interactions and follow-ups.

Support in preparing investor briefs, company profiles, and meeting notes.

Provide feedback from investors to the internal deal team to refine fundraising strategies.

Desired Candidate Profile

12–18 months of experience in Investment Banking, Fundraising, or Investor Relations.

Strong understanding of fundraising processes and investor dynamics.

Excellent communication and interpersonal skills with ability to engage senior stakeholders.

Proactive, resourceful, and comfortable with outreach and follow-ups.

Good research and analytical skills to identify potential investors and align them with opportunities.

Ability to work in a fast-paced, entrepreneurial environment.

What We Offer

Opportunity to work closely with experienced investment bankers and gain direct exposure to investors.

Hands-on experience in fundraising mandates across sectors.

Strong career growth trajectory in investment banking and private capital advisory.

Job Type: Full-time

Benefits:

• Health insurance
  
• Provident Fund
  

Experience:

• Investment banking: 3 years (Preferred)
  

Work Location: mumbai

Job Type: Full-time

Pay: ₹40,000.00 - ₹55,000.00 per month

Benefits:

• Health insurance
  
• Provident Fund
  

Experience:

• Investment banking: 2 years (Required)
  

Work Location: In person