Role & responsibilities

Role Overview

This Role will be responsible for driving operational excellence and enabling the next phase of the INVESTOR RELATIONS ADVISORS company . As a key member of the senior leadership team, this role will oversee day-to-day operations, implement scalable systems and processes, manage cross-functional teams, and ensure strategic alignment across business units. The role requires a strong balance of strategic thinking and operational execution, with deep understanding of financial markets, investor relations, and client service excellence.

Key Responsibilities

1. Strategic & Operational Leadership

- Collaborate with the CEO and leadership team to define and execute the company's strategic growth plan.
• Translate strategic objectives into operational goals, KPIs, and performance metrics.
• Drive operational efficiency, standardization, and scalability across departments (Client Servicing, Research, Communications, Design, Finance, HR, etc.).
• Monitor business performance and ensure accountability at all levels.

2. Investor Relations (IR)

- Lead the overall Investor Relations function to ensure consistent service quality, timely delivery, and client satisfaction.
• Establish standardized processes for client communication, report submission, investor meetings, and feedback tracking.
• Define and monitor performance metrics including turnaround time, accuracy, and quality benchmarks.
• Build clear delegation structures between Associates, AVPs, and Team Leads to ensure accountability and operational efficiency.
• Strengthen client escalation and resolution systems, ensuring quick turnaround with minimal senior intervention.




• Champion learning and development initiatives to enhance financial communication and client management skills.
• Assess team capacity and align resource allocation with business growth.
• Use performance data and insights to drive process improvements and identify efficiency gains.
• Ensure the IR function scales effectively with company expansion and evolving client needs.

3. Business Development (BD)

- Develop and execute the firms business development strategy in collaboration with the CEO.
• Define growth targets, monitor sales pipelines, and review conversion performance regularly.
• Identify new client segments, partnerships, and revenue streams to support long-term expansion.
• Guide the preparation of proposals, pitches, and onboarding plans to ensure a strong client experience.
• Align BD initiatives with operational capacity to maintain delivery standards.
• Evaluate BD effectiveness through performance analytics and periodic reviews.

4. Research

- Ensure the research function delivers accurate, timely, and actionable insights supporting IR and BD teams.
• Maintain consistency in data quality, analysis, and reporting formats.
• Introduce tools and automation to streamline research processes and enhance efficiency.
• Encourage close collaboration between Research and IR teams for better alignment on client requirements.




• Track project timelines, deliverables, and workload distribution to ensure on-time completion.

5. Human Resources (HR)

- Align HR planning with organizational objectives and workforce requirements.
• Approve and guide recruitment, appraisal, and training processes to maintain a high-performance culture.
• Build a culture focused on performance, accountability, and continuous learning.
• Review manpower budgets, retention plans, and employee engagement initiatives.
• Evaluate appraisal outcomes and ensure merit-based decisions across teams.

6. Administration

- Manage facilities, procurement, and vendor relationships to ensure smooth operations.
• Optimize administrative expenses through budget discipline and cost-control measures.
• Maintain accurate documentation and ensure adherence to company policies.
• Coordinate logistics for travel, meetings, and internal events.
• Uphold standards of workplace efficiency, safety, and compliance.

Preferred candidate profile : Qualifications & Experience:

- Masters or equivalent degree in Business Administration, Management, Finance, Investor Relations Management, or a related field with more than 15 Years relevant Experience.
- Proven experience in management consulting, business analysis, or a related role within the BFSI sector.
- Strong understanding of Investor Relations, Research and regulatory compliance frameworks.
- Prior experience in business development, client acquisition, and strategic partnerships.
- Solid problem-solving skills, strategic thinking, and an analytical mindset.
- Excellent communication, presentation, and stakeholder management skills.

📌 Vice President Operations (Mumbai)
🏢 Max HR Solutions
📍 Mumbai