Manager - Investor Relations - PMS & Wealth Advisory Business

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