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Principal - Family Office Relationships
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#581815
Full Time
Job Description
Position: Principal – Family Office Relationships (East & Central India)
Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata)
Function: Capital Partnerships Family Office Relationship Management Investor Expansion
Reports To: Head – Capital Partnerships and Managing Partner
Level: Principal / Senior Relationship Manager
About Artha
Artha is building India’s most performance-driven, multi-asset investment platform. With over ₹1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India’s most respected family offices and institutional LPs.
Our platform includes:
• Artha Venture Fund (AVF)
• Artha Continuum Fund (ACF)
• Artha Select Fund
• Artha Quest Fund
• Artha Prime Fund
We are expanding our capital partnerships team with regionally embedded, execution-first professionals who understand the family office ecosystem deeply.
Role Overview
This is a Principal-level role focused on East and Central India, including West Bengal, Odisha, Assam, Bihar, Jharkhand, Chhattisgarh, Uttar Pradesh, and surrounding regions.
You will:
• Manage 200–300 UHNI and family office relationships across this geography.
• Build, retain, and grow capital allocations across Artha’s platform.
• Act as a strategic advisor, not just a fundraiser—advising on capital deployment, co-investments, structured products, and follow-ons.
• Own investor experience: reporting, engagement, retention, and referrals.
This role is for a deeply trusted capital partner who has proven credibility in regional family office circles.
What You Will Execute
1. Regional Capital Engagement
• Activate warm network across East and Central India.
• Execute disciplined investor qualification, engagement, and conversion.
• Pitch across venture, private equity, and structured capital strategies.
2. Relationship Management & Retention
• Serve as a single point of contact for investor questions, reviews, and decisions.
• Drive deep retention via consistent communication and relationship development.
• Coordinate investor briefings, events, and strategic touchpoints.
3. Strategic Advisory
• Offer capital guidance on AIFs, structured debt, and other alternative allocations.
• Act as an internal advocate for investor needs across Artha funds.
4. Reporting & Coordination
• Maintain CRM rigor and reporting hygiene.
• Interface with fund ops, legal, and leadership on investor delivery.
Who You Are
• 10+ years in private wealth, family office, or capital advisory
• Based in or deeply networked across East and Central India
• Managing 100+ UHNI/family office relationships with proven allocation outcomes
• Known for capital discipline, clarity, and long-term trust relationships
• Able to advise on structured capital, alternatives, and multi-asset investment strategies
• Seeking a performance-linked platform where you are accountable for capital outcomes
Compensation Structure
• ₹45,00,000 - Total compensation
• ₹36,00,000 - Fixed annual salary
• ₹4,00,000 - Retention bonus (paid annually)
• ₹5,00,000 in ESOPs granted annually (each annual grant comes with its own vesting schedule)
• Uncapped commission structure based on capital raised, retained, and expanded
• Performance bonus and discretionary carry (based on AUM-linked KPIs)
This role is designed for professionals targeting 2x+ annual earnings via fundraising performance.
All comp structures are fixed at band and non-negotiable on entry.
Strategic Target
This role supports Artha's push to grow our platform to ₹10,000 crore+ AUM by 2030. Success will be measured by:
• Net new capital raised
• Retention of capital across fund cycles
• Expansion across Artha offerings
• Referral-driven network growth
Location: Kolkata, Bhubaneswar, Varanasi, or similar regional hubs (Full-Time, Onsite in Kolkata)
Function: Capital Partnerships Family Office Relationship Management Investor Expansion
Reports To: Head – Capital Partnerships and Managing Partner
Level: Principal / Senior Relationship Manager
About Artha
Artha is building India’s most performance-driven, multi-asset investment platform. With over ₹1,250 crores in capital under management across venture, search, private equity, and public markets, we are backed by some of India’s most respected family offices and institutional LPs.
Our platform includes:
• Artha Venture Fund (AVF)
• Artha Continuum Fund (ACF)
• Artha Select Fund
• Artha Quest Fund
• Artha Prime Fund
We are expanding our capital partnerships team with regionally embedded, execution-first professionals who understand the family office ecosystem deeply.
Role Overview
This is a Principal-level role focused on East and Central India, including West Bengal, Odisha, Assam, Bihar, Jharkhand, Chhattisgarh, Uttar Pradesh, and surrounding regions.
You will:
• Manage 200–300 UHNI and family office relationships across this geography.
• Build, retain, and grow capital allocations across Artha’s platform.
• Act as a strategic advisor, not just a fundraiser—advising on capital deployment, co-investments, structured products, and follow-ons.
• Own investor experience: reporting, engagement, retention, and referrals.
This role is for a deeply trusted capital partner who has proven credibility in regional family office circles.
What You Will Execute
1. Regional Capital Engagement
• Activate warm network across East and Central India.
• Execute disciplined investor qualification, engagement, and conversion.
• Pitch across venture, private equity, and structured capital strategies.
2. Relationship Management & Retention
• Serve as a single point of contact for investor questions, reviews, and decisions.
• Drive deep retention via consistent communication and relationship development.
• Coordinate investor briefings, events, and strategic touchpoints.
3. Strategic Advisory
• Offer capital guidance on AIFs, structured debt, and other alternative allocations.
• Act as an internal advocate for investor needs across Artha funds.
4. Reporting & Coordination
• Maintain CRM rigor and reporting hygiene.
• Interface with fund ops, legal, and leadership on investor delivery.
Who You Are
• 10+ years in private wealth, family office, or capital advisory
• Based in or deeply networked across East and Central India
• Managing 100+ UHNI/family office relationships with proven allocation outcomes
• Known for capital discipline, clarity, and long-term trust relationships
• Able to advise on structured capital, alternatives, and multi-asset investment strategies
• Seeking a performance-linked platform where you are accountable for capital outcomes
Compensation Structure
• ₹45,00,000 - Total compensation
• ₹36,00,000 - Fixed annual salary
• ₹4,00,000 - Retention bonus (paid annually)
• ₹5,00,000 in ESOPs granted annually (each annual grant comes with its own vesting schedule)
• Uncapped commission structure based on capital raised, retained, and expanded
• Performance bonus and discretionary carry (based on AUM-linked KPIs)
This role is designed for professionals targeting 2x+ annual earnings via fundraising performance.
All comp structures are fixed at band and non-negotiable on entry.
Strategic Target
This role supports Artha's push to grow our platform to ₹10,000 crore+ AUM by 2030. Success will be measured by:
• Net new capital raised
• Retention of capital across fund cycles
• Expansion across Artha offerings
• Referral-driven network growth
