Head Investor Relations

3 days ago


Mumbai Maharashtra India XpertReach Full time ₹ 12,00,000 - ₹ 36,00,000 per year

JobTitle:  Head – Investor Relations (PMSIndustry)Location:Mumbai (Preferred) Experience Required:8 to 12 years of experience in the Investment Management /PMS / Wealth / Mutual Fund / Private Banking ecosystem, with at least 3 -5 yearsin a client -facing Investor Relations role. Prior experience in handling a teamof Relationship Managers (RMs) or Senior RMs is essential. About the Role:We are seeking a seasoned Investor Relations professional tolead the IR function at a fast -growing Portfolio Management Services (PMS)firm. This is a senior -level, client -facing role focused on deepening investorrelationships, managing a team of RMs/Sr. RMs, and supporting fund -raisingefforts across PMS, AIF, and bespoke investment mandates. The ideal candidatewill have strong communication skills, a deep understanding of capital markets,and a proven track record of managing HNI/UHNI relationships. Key ResponsibilitiesLead the Investor Relations function, managing a team of Relationship Managers (RMs and Sr. RMs) to ensure high standards of investor servicing and communication.Build and nurture strong relationships with existing HNI/UHNI investors, family offices, and wealth management partners.Drive investor communication, including portfolio performance updates, investment rationale, and periodic commentary in alignment with the firm's positioning.Strategize and execute client engagement, retention, and acquisition campaigns, leveraging a relationship -driven approach.Serve as a key spokesperson of the firm during investor meetings, briefings, and strategic interactions.Support fund -raising initiatives across PMS, AIF, and bespoke discretionary mandates by coordinating with internal and external stakeholders.Oversee end -to -end investor lifecycle management, including client onboarding, compliance due diligence, and regular servicing.Collaborate closely with the investment team to translate investment strategy into clear and compelling investor narratives.Represent the firm at investor events, webinars, and partner forums, strengthening brand visibility and investor trust. RequirementsQualifications:MBA in Finance / CA / CFA preferredStrong understanding of equity markets, portfolio management products (PMS/AIF), and investment structuresExcellent communication, presentation, and client -handling skillsExperience managing teams and handling senior investor relationships is a must



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