– Assistant Manager – Investor Relations

Department: Investor Relations

Location: Prabhadevi, Mumbai

Designation: Assistant Manager

Experience: 3–5 years

Qualification: CA / MBA / CFA

Preferred Background: Investor Relations, Equity Research, BFSI or NBFC

Reporting To: Senior Manager / CEO

CTC: As per industry standards

Joining: Immediate

Role Summary

The Assistant Manager – Investor Relations will help ensure that Sammaan Capital Limited is positioned clearly, consistently and strategically with analysts, investors, shareholders, rating agencies and other stakeholders.

The role involves end-to-end support for investor engagement and the earnings cycle, preparation of high-quality investor communication materials, financial and market analysis, management reporting, and cross-functional coordination with the CEO's Office.

This is a hands-on role for someone who can build the numbers, develop the story, prepare presentations and communicate findings confidently.

Key Responsibilities

1. Investor & Analyst Engagement

- Schedule and organise investor meetings, one-on-one meetings, conferences and roadshows.

- Prepare briefing notes and talking points for management and capture post-meeting feedback.

- Respond to queries from equity and debt investors, analysts and shareholders on financial performance, growth targets, business plans and strategy, in line with disclosure norms.

- Engage with analysts to respond to information requests and gather market views, industry news and stakeholder perceptions.

- Review analyst reports and financial models, flag factual inaccuracies, and maintain the sell-side coverage and consensus estimates database.

- Track actual financial performance against market expectations.

- Analyse peer shareholding and identify potential domestic and international investors.

- Maintain the investor database/CRM, investor targeting lists and annual Investor Relations calendar covering results, earnings calls, AGM and conferences.

- Conduct weekly shareholding analysis to understand buying and selling patterns of FPIs, mutual funds, insurers and other institutional investors.

- Monitor daily stock prices, trading volumes and institutional holding changes, and circulate periodic updates to senior management.

2. Earnings & Results Cycle

- Coordinate quarterly earnings calls end-to-end, including scheduling, logistics, call scripts and management Q&A; preparation.

- Ensure timely dissemination of earnings-call audio recordings and transcripts.

- Prepare quarterly earnings updates, investor presentations, press releases, fact sheets and Excel databooks.

- Reconcile financial figures across results, presentations and stock exchange filings.

- Maintain and update a comprehensive Q&A;/FAQ bank and key-messages document every quarter.

3. Competition & Industry Benchmarking





- Analyse peer companies' quarterly results across financial, business and operating metrics.

- Track key metrics, including AUM growth, margins, cost of funds, asset quality, credit cost, ROA/ROE, capital adequacy and valuation multiples.

- Maintain peer benchmarking models and comparative analysis.

- Attend competitors' quarterly investor calls and summarise key outcomes for senior management.

- Track industry research, regulatory developments from RBI, SEBI and other authorities, macroeconomic variables, and news affecting the economy and financial services sector.

4. Corporate Communication

- Prepare investor presentations and communication materials for meetings and conferences.

- Draft speeches, scripts and talking points for management during earnings calls and investor events.

- Contribute to the Annual Report, including investor-facing sections and Management Discussion & Analysis (MD&A;).

- Manage press releases and stock exchange intimations.

- Keep the Investor Relations sect
- of the company website updated and compliant with applicable requirements.

- 5. Regulatory Compliance & Governance

- Ensure investor communications comply with SEBI (LODR) Regulations, the Code of Fair Disclosure and applicable insider trading regulations.

- Safeguard unpublished price-sensitive information (UPSI) and observe applicable quiet periods.

- Coordinate with Compliance and Company Secretarial teams on analyst/investor meeting intimations, shareholding patterns, AGM and postal ballot matters, and shareholder queries.

- Maintain accurate records of investor interactions, presentations shared and disclosures made.

- 6. CEO's Office Support

- Support the CEO/MD on strategic initiatives, business reviews and special projects across the organisation.

- Prepare board presentations, management review decks, briefing notes and dashboards.

- Develop presentations and materials for board, committee and key internal and external meetings.

- Track action items from management and board reviews and follow up with business units to ensure timely closure.

- Conduct business research and analysis and handle ad hoc data requests from senior leadership.

- Key Skills & Competencies

1. Microsoft PowerPoint – Expert (Non-Negotiable)

- Independently build investor-grade earnings decks, investor presentations and board/management presentations from a blank slide, rather than merely editing existing presentations.

- Demonstrate strong financial storytelling by converting complex financial information into clear messages,



charts, bridges and callouts.

- Maintain consistent branding, master slides, alignment and presentation accuracy.

- Work efficiently under tight deadlines, including overnight revisions.

- Create and maintain Excel-linked charts and tables that update accurately.

- 2. Microsoft Excel – Advanced (Non-Negotiable)

- Perform financial analysis, peer benchmarking, consensus/variance tracking and shareholding analysis.

- Demonstrate proficiency in XLOOKUP, INDEX-MATCH, SUMIFS, pivot tables, charts and dynamic dashboards.

- 3. Financial Acumen

- Sound understanding of financial statements and key financial ratios.

- Knowledge of the BFSI/NBFC and housing finance sectors.

- Familiarity with key metrics such as NIM, spreads, cost of funds, GNPA/NNPA, credit cost, ROA/ROE, capital adequacy, AUM and disbursement trends.

- 4. Communication & Stakeholder Management

- Excellent written and verbal communication skills.

- Ability to explain complex financial information clearly to senior stakeholders and external investors.

- Confidence when interacting with analysts, fund managers and senior management.

- Ability to handle challenging questions with composure and credibility.

- Strong interpersonal skills and the ability to coordinate across internal teams and external stakeholders.

- 5. Ownership & Efficiency

- High attention to detail and accuracy when handling confidential and price-sensitive information.

- Ability to meet tight deadlines, particularly during the quarterly results season.

- Solid planning, prioritisation and organisational skills.

- Proactive follow-through and the ability to complete tasks with minimal supervision.

- Initiative to identify improvements, develop efficient processes and automate repetitive tasks.

- Good to Have

- Prior experience in Investor Relations, sell-side equity research or buy-side equity research covering BFSI/NBFC companies.

- Experience with earnings-call preparation, Annual Report drafting or investor roadshows.

- CFA Level II/III cleared, or CA qualification with strong capital markets exposure.

- Familiarity with debt capital markets and credit-rating processes.

- - - Ideal Candidate Profile

We are looking for a confident, analytical and detail-oriented professional with 3–5 years of relevant experience, strong financial understanding, advanced Excel skills and expert-level PowerPoint capabilities. The ideal candidate should be able to independently prepare investor presentations, analyse financial performance, support earnings communication and manage stakeholder interactions while adhering to regulatory disclosure requirements.

- Analyse large datasets efficiently.

- Reconcile figures across financial results, databooks and presentations.

- Build checks and audit trails to ensure data integrity.

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