Strategic Relationship Manager

2 hours ago

Mumbai, Maharashtra, India beBeeInvestor Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

About Us

We are a SEBI-registered asset management firm offering Portfolio Management Services (PMS) to high-net-worth individuals and families.

Our team combines quantitative models with deep fundamental insights to deliver consistent, long-term returns on investment.

Job Opportunity

We seek a Senior Associate – Investor Relations professional to drive client acquisition and strengthen investor relationships through strategic communication and relationship-building efforts.

The role involves:

  • Managing client communications, investor queries, and portfolio updates to ensure seamless interactions and build trust.
  • Preparing and delivering investor reports, presentations, and newsletters to keep clients informed and engaged.
  • Supporting client acquisition efforts through pitches, meetings, and campaigns to attract new business and expand existing relationships.
  • Maintaining CRM systems for accurate lead and client tracking to optimize sales and service processes.
  • Collaborating with internal teams to ensure timely and effective investor communication and support the overall business strategy.

Requirements

  • Bachelor's degree in Finance or related field preferred.
  • 3–6 years of experience in Investor Relations, Financial Services, or a related field.
  • Strong communication, presentation, and relationship management skills to effectively engage with clients and stakeholders.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools to streamline operations and enhance productivity.
  • Knowledge of financial markets and investment products is an advantage in this role.

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