Investor Relation Associate-Channel Partnership/Wealth Manager/ Mumbai

Investor Relation Associate-Channel Partnership/Wealth Manager/ Mumbai

06 Aug
|
Transace Tax Hr Advisors
|
Mumbai

06 Aug

Transace Tax Hr Advisors

Mumbai

Location: Mumbai (Full-Time, Office-Based)

Working Days: Monday to Friday

Experience: 2-5 Years

Industry: Financial Services / Wealth Management / Alternative Investments / Capital Markets

Role Overview

The Investor Relations Associate will be responsible for developing and managing relationships with channel partners, driving investor engagement, supporting capital-raising initiatives, and expanding Protos Capital's distribution network across India.

Key Responsibilities

• Build and maintain relationships with MFDs, IFAs, Wealth Managers, Family Offices, and distribution platforms.

• Identify, onboard, and activate recent channel partners.

• Support fundraising initiatives and investor engagement.

• Generate qualified investor leads through channel relationships.

• Organise presentations, webinars, partner events, and roadshows.

• Maintain CRM records and prepare management reports.

📌 Investor Relation Associate-Channel Partnership/Wealth Manager/ Mumbai
🏢 Transace Tax Hr Advisors
📍 Mumbai

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