Investor Relation Role - NBFC

Roles and Responsibilities

- Manage relationships with current investors and market funds to prospective investors (e.g., high-wealth individuals, funds of funds, pension funds, insurance companies, and family offices).

- Serving as the major point of contact between investors and the private equity (PE) firm, investor relations specialists keep investors up to date regarding the fund.

- Resourceful in developing quarterly client investment reviews to illustrate portfolio positioning, investment themes, and tactical trades; communicated with investors on portfolio performance, investments and market outlook

- Familiar with Wealth Management's investment product offering across equity, fixed income and alternative assets

- Provide Financial Planning and Investment Advisory to clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

- Generate ideas for new business by identifying new opportunities and other financial services sectors including Asset Management, Wealth Management sectors

Key Requirements

- Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus

- Successfully led & supported efforts to identify and mitigate risk, within assigned areas of responsibility

- Possesses excellent communication, client relationship management, team building, analytical and Organizational skills

- Preferred Industry NBFC and Banking.

- Good Communication & Presentation skills.