21 Aug
|
Recognized
|
Mumbai
This role is for one of the Weekday's clients
Salary range: Rs 800000 - Rs 1500000 (ie INR 8 - 15 LPA)
Min Experience: 3 years
Location: Mumbai
JobType: full-time
We are looking for a Senior Associate – Investor Relations with 3–6 years of experience to support investor engagement and drive client acquisition. This role focuses on building strong relationships with high-net-worth individuals (HNIs), family offices, and institutional investors, while ensuring existing clients receive timely updates, clear reporting, and a high standard of service. The position offers meaningful exposure to senior stakeholders and active involvement across the investor lifecycle.
Key Responsibilities
- Manage end-to-end investor engagement, including ongoing communication, portfolio-related queries, and relationship management.
- Drive client acquisition by engaging with prospective investors, understanding their requirements, articulating the investment value proposition, and supporting deal closure.
- Prepare and present investor reports, performance updates, and presentation materials.
- Support fundraising and client acquisition initiatives through pitches, meetings, and outreach campaigns.
- Maintain accurate and up-to-date records in CRM systems for leads, prospects, and investor relationships.
- Coordinate with external PR and branding partners and support investor events, conferences, and networking initiatives.
- Conduct research on competitors, market trends, partnerships, and potential growth opportunities.
- Collaborate with internal investment, operations, and leadership teams to ensure accurate, timely, and consistent investor communications.
Requirements & Qualifications
- Bachelor’s degree required; MBA or Finance specialization preferred.
- 3–6 years of experience in Investor Relations, Financial Services, or a related client-facing role.
- Strong communication, presentation, and relationship-building skills.
- Proficiency in Microsoft Excel, PowerPoint, Word, and CRM platforms.
- Good understanding of financial markets and investment products is an advantage.
What’s on Offer
- Professional Growth: Opportunity to work closely with senior leadership and engage with HNIs, family offices, and institutional investors.
- Learning & Development: Continuous learning across financial markets, investment products, and client communication.
- High-Growth Environment: Be part of a rapidly scaling investment-focused organization where performance and ownership are valued.
- Collaborative Culture: Work with a driven, high-caliber team in a meritocratic and intellectually stimulating environment.
- Prime Location: Modern office setup with strong connectivity and a qualified work environment.
📌 Senior Associate - Investor Relations (Mumbai)
🏢 Recognized
📍 Mumbai