Senior Manager Strategic Investor Relations_Rz

Senior Manager - Strategic Investor Relations, Direct

Location: Chakala, Andheri East, Mumbai
Experience: 8-10 Years
Qualification: Postgraduate in Finance / MBA / Business Administration or related discipline (Mandatory)
Function: Investor Relations | Investor Retention | Business Development

About the Role

We are looking for a Senior Manager - Strategic Investor Relations, Direct to manage and strengthen relationships with high-value direct investors. The role will be responsible for the complete post-commitment investor lifecycle, including onboarding, investor servicing, communication, query resolution, retention, re-investment, and relationship development.

The ideal candidate should have strong experience in Investor Relations, Private Banking, Wealth Management, AIF/PMS, Alternative Investments, or related financial services, along with established relationships within the HNI, UHNI, and Family Office investor community.

Key Responsibilities

• Direct Investor Relationship Management

• Act as the primary relationship manager for HNI, UHNI, Family Office, corporate, institutional, and existing investors.

• Manage the complete post-commitment investor lifecycle, including onboarding, servicing, query resolution, and long-term relationship management.

• Build trusted relationships with investor principals, Family Office investment committees, and their advisors.

• Understand investor requirements and coordinate internally with Operations, Compliance, Finance, and Investment teams.

• Maintain detailed investor records, interaction history, and relationship intelligence.

• Investor Communication & Reporting

• Ensure timely and accurate communication of fund performance reports, NAV updates, capital call notices, distribution statements, and regulatory disclosures.

• Develop and manage an investor communication calendar covering quarterly reports, AGMs, market updates, and ad hoc communications.

• Prepare personalised investor materials such as performance summaries, portfolio commentary, and re-investment proposals in coordination with the Investment team.

• Facilitate investor meetings, portfolio reviews, AGMs, and customised investor briefings.

• Investor Servicing & Query Management

• Serve as the first point of contact for investor queries, documentation requirements, and escalations.

• Coordinate with Operations, Finance, and Compliance for KYC updates, subscription processing, and regulatory requirements.

• Manage capital call coordination, distribution processing, and investor statement reconciliation.

• Proactively identify and resolve investor concerns while maintaining a high-quality investor experience.

• Investor Retention & Re-investment

• Develop and execute strategies to strengthen investor relationships, improve retention, and encourage re-investment.

• Identify opportunities for re-investment, incremental capital, and investor referrals.

• Work closely with the Direct Sales team to convert identified opportunities into AUM growth.

• Maintain a structured re-investment pipeline covering maturity dates, investor discussions, and incremental capital opportunities.

• Use investor feedback and satisfaction insights to improve engagement and communication.

• Market Intelligence & Strategic Contribution

• Track developments in alternative investments, regulatory changes, and evolving HNI, UHNI, and Family Office preferences.

• Provide investor sentiment and market intelligence to Investment and Product teams.

• Represent the organisation at investor forums, Family Office summits, and relevant networking events.

• Contribute to the overall Investor Relations and investor retention strategy with senior leadership.

Candidate Profile

• 8-10 years of experience in Investor Relations, Private Banking, Wealth Management, Alternative Investment Servicing, or related areas.

• Postgraduate qualification in Finance, MBA, Business Administration, or a related discipline is mandatory.

• CFA, CFP, or relevant investment certification will be an advantage.

• Proven experience managing HNI, UHNI, and Family Office relationships.

• Experience in direct Investor Relations within an AIF, PMS, Private Equity, Real Estate Fund, or alternative investment platform is strongly preferred.

• Strong understanding of alternative investment products, structured credit, capital calls, distributions, and AIF investor regulations in India.

• Established network within the HNI, UHNI, and Family Office investor community in Mumbai.

Preferred Industry Background

• AIF / PMS / Alternative Investment Firms

• Private Banking & Family Office Services

• Asset Management Companies

• Wealth Management Firms

• Real Estate Investment Platforms

• NBFCs

• Capital Markets

• Structured Finance Firms

Key Skills

• Investor Relations

• Direct Investor Relationship Management

• HNI / UHNI Relationship Management

• Family Office Relationship Management

• Investor Retention & Re-investment

• AIF / PMS Knowledge

• Alternative Investment Products

• Structured Credit

• Investor Communication & Reporting

• Capital Call & Distribution Management

• Investor Query & Escalation Management

• KYC & Investor Servicing

• AUM Growth

• Stakeholder Management

• Business Development Support

• Strong Written & Verbal Communication

• Relationship Management

• Market Intelligence

Core Competencies

• Excellent written and verbal communication skills.

• Strong relationship management and investor servicing discipline.

• Ability to communicate complex investment information clearly and compliantly.

• Strong emotional intelligence and ability to handle investor concerns and difficult conversations.

• Commercial understanding to identify re-investment and incremental capital opportunities.

• Strong reporting, documentation, and follow-up discipline.

• Ability to manage multiple high-value investor relationships with attention to detail.

Why Join

• High-visibility role with direct interaction with senior leadership and the founding team.

• Opportunity to manage relationships across HNI, UHNI, Family Office, and institutional investor segments.

• Meaningful involvement in investor retention, re-investment, and AUM growth.

• Strategic exposure to the alternative investments and structured credit ecosystem.