Senior Manager –

- Strategic Investor Relations, Direct

Location: Chakala, Andheri East, Mumbai

Experience: 8–10 Years

Qualification: Postgraduate in Finance / MBA / Business Administration or related discipline (Mandatory)

Function: Investor Relations | Investor Retention | Business Development

About The Role

We are looking for a Senior Manager –

- Strategic Investor Relations, Direct to manage and strengthen relationships with high-value direct investors. The role will be responsible for the complete post-commitment investor lifecycle, including onboarding, investor servicing, communication, query resolution, retention, re-investment, and relationship development.

The ideal candidate should have strong experience in Investor Relations, Private Banking, Wealth Management, AIF/PMS, Alternative Investments, or related financial services, along with established relationships within the HNI, UHNI, and Family Office investor community.

Key Responsibilities

- Direct Investor Relationship Management
- Act as the primary relationship manager for HNI, UHNI, Family Office, corporate, institutional, and existing investors.
- Manage the complete post-commitment investor lifecycle, including onboarding, servicing, query resolution, and long-term relationship management.
- Build trusted relationships with investor principals, Family Office investment committees, and their advisors.
- Understand investor requirements and coordinate internally with Operations, Compliance, Finance, and Investment teams.
- Maintain detailed investor records, interaction history, and relationship intelligence.
- Investor Communication &
- Reporting
- Ensure timely and accurate communication of fund performance reports, NAV updates, capital call notices, distribution statements, and regulatory disclosures.
- Develop and manage an investor communication calendar covering quarterly reports, AGMs, market updates, and ad hoc communications.
- Prepare personalised investor materials such as performance summaries, portfolio commentary, and re-investment proposals in coordination with the Investment team.
- Facilitate investor meetings, portfolio reviews, AGMs, and customised investor briefings.
- Investor Servicing &
- Query Management
- Serve as the first point of contact for investor queries, documentation requirements, and escalations.




- Coordinate with Operations, Finance, and Compliance for KYC updates, subscription processing, and regulatory requirements.
- Manage capital call coordination, distribution processing, and investor statement reconciliation.
- Proactively identify and resolve investor concerns while maintaining a high-quality investor experience.
- Investor Retention &
- Re-investment
- Develop and execute strategies to strengthen investor relationships, improve retention, and encourage re-investment.
- Identify opportunities for re-investment, incremental capital, and investor referrals.
- Work closely with the Direct Sales team to convert identified opportunities into AUM growth.
- Maintain a structured re-investment pipeline covering maturity dates, investor discussions, and incremental capital opportunities.
- Use investor feedback and satisfaction insights to improve engagement and communication.
- Market Intelligence &
- Strategic Contribution
- Track developments in alternative investments, regulatory changes, and evolving HNI, UHNI, and Family Office preferences.
- Provide investor sentiment and market intelligence to Investment and Product teams.
- Represent the organisation at investor forums, Family Office summits, and relevant networking events.
- Contribute to the overall Investor Relations and investor retention strategy with senior leadership.

Candidate Profile
- 8–10 years of experience in Investor Relations, Private Banking, Wealth Management, Alternative Investment Servicing, or related areas.
- Postgraduate qualification in Finance, MBA, Business Administration, or a related discipline is mandatory.
- CFA, CFP, or relevant investment certification will be an advantage.
- Proven experience managing HNI, UHNI, and Family Office relationships.
- Experience in direct Investor Relations within an AIF, PMS, Private Equity, Real Estate Fund, or alternative investment platform is strongly preferred.




- Strong understanding of alternative investment products, structured credit, capital calls, distributions, and AIF investor regulations in India.
- Established network within the HNI, UHNI, and Family Office investor community in Mumbai.

Preferred Industry Background

- AIF / PMS / Alternative Investment Firms
- Private Banking &
- Family Office Services
- Asset Management Companies
- Wealth Management Firms
- Real Estate Investment Platforms
- NBFCs
- Capital Markets
- Structured Finance Firms

Key Skills
- Investor Relations
- Direct Investor Relationship Management
- HNI / UHNI Relationship Management
- Family Office Relationship Management
- Investor Retention &
- Re-investment
- AIF / PMS Knowledge
- Alternative Investment Products
- Structured Credit
- Investor Communication &
- Reporting
- Capital Call &
- Distribution Management
- Investor Query &
- Escalation Management
- KYC &
- Investor Servicing
- AUM Growth
- Stakeholder Management
- Business Development Support
- Strong Written &
- Verbal Communication
- Relationship Management
- Market Intelligence

Core Competencies
- Excellent written and verbal communication skills.
- Strong relationship management and investor servicing discipline.
- Ability to communicate complex investment information clearly and compliantly.
- Robust emotional intelligence and ability to handle investor concerns and difficult conversations.
- Commercial understanding to identify re-investment and incremental capital opportunities.
- Strong reporting, documentation, and follow-up discipline.
- Ability to manage multiple high-value investor relationships with attention to detail.

Why Join
- High-visibility role with direct interaction with senior leadership and the founding team.
- Opportunity to manage relationships across HNI, UHNI, Family Office, and institutional investor segments.
- Meaningful involvement in investor retention, re-investment, and AUM growth.
- Strategic exposure to the alternative investments and structured credit ecosystem.

Skills: investor relations,aif,hni,family office,investment,wealth management,structured credit,family office relationships,alternative investments,direct investor relationship,private equity

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