Investor Relations Manager

21 hours ago

Ahmedabad, Gujarat, India Shuru-Up Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Key Responsibilities

  • Investor & Partner Relationship Management
  • Own day-to-day relationships with HNIs, family offices, IFAs/wealth managers, and institutional partners.
  • Act as primary escalation point for important investor queries, tax/statement clarifications, and service issues.
  • Maintain and grow engagement through regular touchpoints, quarterly calls, roadshows, and curated events.
  • Investor Communications & Reporting
  • Produce and distribute quarterly investor packs, NAV briefs, fund factsheets, performance dashboards, and tax statements.
  • Draft and manage timely, high-quality email communications, in-app notifications, webinar content, and investor newsletters.
  • Curate and maintain the investor portal / data-room content and FAQs.
  • Fundraising & Business Development Support
  • Support fundraising with RFP/DDQ responses, pitch materials, track-record packs, and tailored investor decks.
  • Coordinate investor meetings, demo calls, and roadshows; assemble deal-specific info for prospective investors.
  • Track pipeline, investor commitments, and conversion analytics; surface insights to Growth/Leadership.
  • Partner Enablement & Training
  • Onboard and enable wealth-manager partners with playbooks, sales collateral, product training, and Quick Reference Guides.
  • Run partner webinars, certification drives, and campaign enablement with the Growth team.
  • Monitor partner performance, share feedback, and support remediation/improvement plans.
  • Process, Compliance & Escalations
  • Work closely with Ops, Compliance, Legal, and Product to ensure investor onboarding, KYC/CKYC, FATCA/CRS, and side-letter obligations are met.
  • Own investor escalation workflows, SLA management, and root-cause analysis for recurring issues.
  • Maintain audit-ready investor records and support regulatory reporting needs.
  • Events & Community
  • Plan and execute investor events: AMAs, webinars, roundtables, and city roadshows.
  • Build thought-leadership initiatives (reports, POVs) to strengthen brand among investor communities.

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