Manager - Investor Relations

3 weeks ago

new delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time
ROLE: Based in New Delhi, the Investor Relations Manager will be involved in direct communication with BCA clients and support the PMS and Wealth Advisory businesses.
QUALIFICATIONS:
- Excellent written and oral communication skills
- Well versed in MS Excel
- An eye for detail and a can-do attitude
- Candidate must be eager to learn and grow in the role
- Keen interest in capital markets and investments, will be an added advantage
- Related work experience of 3 to 5 years in the financial sector (AMCs, PMSs, Banks, etc.)
- Graduate/Postgraduate in economics/commerce/business studies; CFA level I or similar qualifications preferred
NATURE OF WORK:
- Coordination on client on-boarding
- Interact with clients - mostly UHNIs & NRIs - on their operations related queries
- Liaison with clients' CAs during tax filing period & with custodians, banks and third-party PMS/AIFs
- Check calculation of management and performance fees
- Ensure timely delivery of the quarterly reports to the clients
- Update Investor Presentation
- Support the business development activities to grow the client base
- Prepare and maintain investment/portfolio sheets for clients on day-to-day basis

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