About the role
Job
Title:Head – Investor Relations (PMS
Industry)
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 years
in a client-facing Investor Relations role. Prior experience in handling a team
of Relationship Managers (RMs) or Senior RMs is essential.
About the Role:
We are seeking a seasoned Investor Relations professional to
lead the IR function at a fast-growing Portfolio Management Services (PMS)
firm. This is a senior-level, client-facing role focused on deepening investor
relationships, managing a team of RMs/Sr. RMs, and supporting fund-raising
efforts across PMS, AIF, and bespoke investment mandates. The ideal candidate
will have strong communication skills, a deep understanding of capital markets,
and a proven track record of managing HNI/UHNI relationships.
Key Responsibilities
- Lead
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.
Requirements
Qualifications:
- MBA
in Finance / CA / CFA preferred
- Strong
understanding of equity markets, portfolio management products (PMS/AIF),
and investment structures
- Excellent
communication, presentation, and client-handling skills
- Experience
managing teams and handling senior investor relationships is a must