Job Overview: Lead – Investor Relations & Engagement

As the Lead for Investor Relations & Engagement, you will be responsible for managing and enhancing the relationship between the company and its investors. You will drive all communication with investors, organize investor engagement events, and provide in-depth intelligence and analytics to profile the investor base. The role will also involve supporting the team in fundraising activities via various instruments and structures. This position requires a strategic mindset, strong communication skills, and a solid background in wealth management or investor relations.

Key Responsibilities:

• Managing Regular Communication with Investors:
• Oversee and manage consistent and transparent communication with current and prospective investors.
• Ensure that investor queries are promptly and professionally addressed.
• Maintain an up-to-date understanding of investor concerns and feedback to help improve engagement strategies.
• Provide functional support in development of technology tools & applications to improve investor relationship management
• Building Investor Community & Organizing Events:
• Build a sense of community among an investor base of over 1,000 HNIs
• Plan and execute investor relations events, including regular meetings, webinars, investor conferences, and one-on-one investor calls
• Collaborate with internal stakeholders to prepare materials and presentations for such events.
• Ensure that these events provide valuable information and foster strong relationships with investors.
• Building Intelligence & Analytics:
• Conduct in-depth analysis and profiling of the investor base to understand key investor demographics and behavior.
• Develop strategies for engaging different investor segments based on their interests and preferences.
• Utilize analytics tools to track investor engagement metrics and optimize communication strategies.
• Support in Fund Raise Initiatives:
• Assist in the execution of various fundraising activities, including preparing materials, presentations, and proposals.
• Work closely with the investment team to understand funding needs and develop engagement strategies with potential investors.
• Where required, lead fund raising discussions and close deals with investors.

Qualifications & Experience:

• 4-6 years of experience in wealth management, investor relations, or a similar field.
• A CA (Chartered Accountant) qualification or an MBA from a reputed Institute
• Strong knowledge of investor engagement strategies and tools.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple projects effectively.
• Maturity to see the big picture and take ownership of managing an existing and growing investor base of 1,000 + HNI investors

Skills:

• Strong analytical skills and ability to derive insights from data.
• Proven experience in organizing and managing investor events and engagements.
• High attention to detail and ability to manage confidential information.
• Strong stakeholder management skills and the ability to build lasting relationships with investors.
• Strong written and verbal communication skills as well as maturity and confidence to interact with various investors including HNIs, institutional investors, Banks, NBFC etc.