Job Title: Head – Investor Relations (PMS Industry)

Location:

Mumbai (Preferred)

Experience Required:

8 to 12 years of experience in the Investment Management / PMS / Wealth / Mutual Fund / Private Banking ecosystem, with at least 3-5 years in a client-facing Investor Relations role. Prior experience in handling a team of Relationship Managers (RMs) or Senior RMs is essential.

About the Role:

We are seeking a seasoned Investor Relations professional to lead the IR function at a rapid-growing Portfolio Management Services (PMS) firm. This is a senior-level, client-facing role focused on deepening investor

relationships, managing a team of RMs/Sr. RMs, and supporting fund-raising efforts across PMS, AIF, and bespoke investment mandates. The ideal candidate will have strong communication skills, a deep understanding of capital markets,

and a proven track record of managing HNI/UHNI relationships.

Key Responsibilities

- Lead the Investor Relations function, managing a team of Relationship Managers (RMs and Sr. RMs) to ensure high standards of investor servicing and communication.

- Build and nurture strong relationships with existing HNI/UHNI investors, family offices, and wealth management partners.

- Drive investor communication, including portfolio performance updates,



investment rationale, and periodic commentary in alignment with the firm’s positioning.

- Strategize and execute client engagement, retention, and acquisition campaigns, leveraging a relationship-driven approach.

- Serve as a key spokesperson of the firm during investor meetings, briefings, and strategic interactions.

- Support fund-raising initiatives across PMS, AIF, and bespoke discretionary mandates by coordinating with internal and external stakeholders.

- Oversee end-to-end investor lifecycle management, including client onboarding, compliance due diligence, and regular servicing.

- Collaborate closely with the investment team to translate investment strategy into clear and compelling investor narratives.

- Represent the firm at investor events, webinars, and partner forums, strengthening brand visibility and investor trust.

Requirements

Qualifications:

- MBA in Finance / CA / CFA preferred

- Strong understanding of equity markets, portfolio management products (PMS/AIF), and investment structures

- Excellent communication, presentation, and client-handling skills

- Experience managing teams and handling senior investor relationships is a must

📌 Head Investor Relations (Mumbai)
🏢 XpertReach
📍 Mumbai