23 Sep
|
Growthally
|
Mumbai
Manager – Investor Relations
Company: Growthally Advisors
Location: Mumbai
Experience: 1–5 Years
Function: Investor Relations / AIF Fundraising / Business Development
Employment Type: Full-time
About Growthally Advisors
Growthally Advisors is a leading investment banking and financial advisory firm with 15+ years of experience in the Indian financial services ecosystem.
Our key areas of expertise include:
- Debt Syndication
- Equity Advisory
- Mergers & Acquisitions
- Leasing Solutions
- CFO Services
- SEBI-Registered Alternative Investment Fund (AIF)
Role Overview
We are looking for a Manager – Investor Relations to drive AIF fundraising, investor acquisition, relationship management, distribution, and AUM growth.
The role will involve building and managing relationships with HNIs, UHNIs, Family Offices, IFAs, MFDs, Wealth Managers, Private Banks, Corporates, Trusts, and other eligible investors.
The Manager will be responsible for managing the investor journey from lead generation and engagement to investment closure, onboarding, and post-investment relationship management.
Key Responsibilities
Fundraising & Investor Acquisition
- Drive fundraising and investor acquisition initiatives for the AIF.
- Generate and convert qualified investor leads through direct outreach, referrals, networking, and distribution channels.
- Build and manage a strong investor pipeline with a focus on AUM and revenue generation.
- Identify and develop relationships with HNIs, UHNIs, Family Offices, Wealth Managers, IFAs, MFDs, Private Banks, Corporates, and other eligible investors.
- Conduct investor meetings, presentations, product discussions, and follow-ups.
- Work closely with senior management to drive investor conversions and fundraising closures.
Investor Relationship Management
- Develop and maintain long-term relationships with existing and prospective investors.
- Understand investor requirements, objectives, and investment preferences.
- Manage regular investor engagement and communication.
- Address investor queries and coordinate with internal teams for timely resolution.
- Drive investor retention, repeat investments, referrals, and relationship expansion.
Distribution & Channel Development
- Develop relationships with IFAs, MFDs, Wealth Managers, Private Banks, Family Offices, and other distribution partners.
- Identify new investor networks and business opportunities.
- Activate and manage distribution channels to generate qualified leads.
- Track channel performance and contribution towards fundraising and AUM.
Investor Onboarding & Execution
- Manage the investor onboarding process from initial interest to investment closure.
- Coordinate KYC, subscription documentation, account opening, fund transfers, and related requirements.
- Coordinate with Operations, Compliance, Legal, Finance, and Fund Administration teams.
- Track commitments, subscriptions, documentation, and settlement status.
- Ensure a smooth and timely investor onboarding experience.
Market & Product Knowledge
- Develop strong knowledge of the AIF's investment strategy, portfolio, investment thesis, risk profile, and positioning.
- Stay updated on AIF, private markets, wealth management, and alternative investment trends.
- Monitor market developments, competitor products, and investor preferences.
- Provide market and investor feedback to the fundraising team.
MIS & Pipeline Management
- Maintain accurate investor, prospect, and intermediary databases.
- Track leads, meetings, follow-ups, conversions, commitments, subscriptions, and AUM.
- Maintain CRM and fundraising pipeline updates.
- Prepare regular fundraising and investor MIS for management review.
- Analyse pipeline performance and identify opportunities for improving conversions.
Candidate Profile
- 1–5 years of experience in AIF, PMS, Asset Management, Private Wealth, Wealth Management, Investment Banking, Capital Markets, or related financial services.
- Experience in AIF fundraising, investor relations, private markets, wealth management, or investment products will be preferred.
- Strong understanding of financial markets and investment products.
- Proven experience in investor acquisition, fundraising, relationship management, or business development.
- Existing relationships/network with HNIs, UHNIs, Family Offices, IFAs, MFDs, Wealth Managers, or institutional investors will be an advantage.
- Excellent communication, presentation, negotiation, and relationship-management skills.
- Strong sales orientation with excellent follow-up and conversion capabilities.
- Good analytical, organisational, and stakeholder-management skills.
- Proficiency in MS Excel, PowerPoint, CRM, and MIS reporting.
- High level of professionalism, integrity, ownership, and attention to detail.
Key Success Measures
The role will be closely aligned with:
- Investor Acquisition
- AIF Fundraising
- AUM Growth
- Qualified Investor Pipeline
- Investor Conversion
- Distribution Channel Development
- Investor Retention & Repeat Investments
- Relationship Management
- Timely Investor Onboarding & Execution
What We Are Looking For
A commercially driven, relationship-oriented, and proactive qualified who can independently manage investor relationships and contribute meaningfully to the AIF's fundraising and AUM growth.
The ideal candidate should have strong relationship-building skills, a strong business development mindset, excellent follow-up capabilities, and a genuine interest in alternative investments and private markets.
📌 Manager – Investor Relations (Mumbai)
🏢 Growthally
📍 Mumbai