Senior Manager-Strategic Investor Relations

Senior Manager Strategic Investor Relations, Direct
Location
Experience
Qualification
Function
Chakala, Andheri East
810 Years
Postgraduate (Mandatory)
Investor Relations |
Retention | BD
About Arbour & the Role
Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate
credit and high-yield debt strategies, operating in the alternative investments space. We manage institutional-grade investment
opportunities delivering superior risk-adjusted returns for a curated base of direct investors spanning HNIs, UHNIs, Single and
Multi-Family Offices, and institutional investors.
We are seeking a senior investor relations professional to own Arbours direct investor relationship management function
the custodian of Arbours most valuable asset. The role demands the communication discipline of a seasoned IR professional,
the relationship depth of a private banker, and the commercial acuity to convert strong relationships into incremental AUM
growth. It offers direct access to the Founding team, high visibility across the investor base, and meaningful influence over
investor retention and re-investment outcomes.
Direct Investor Segments
HNIs (High Net Worth Individuals)
Single Family Offices
UHNIs (Ultra High Net Worth Individuals)
Multi-Family Offices
Corporate & Institutional Investors
Re-investing & existing Arbour investors
Sophisticated / Accredited Investors
Referred investors from the direct network
Key Responsibilities
A. Direct Investor
Relationship
Management
Primary relationship manager for all HNI, UHNI, and Family Office investors
owning the full post-commitment lifecycle: onboarding, servicing, query
resolution, and long-term retention.
Build deep, trust-based relationships with investor principals, Family Office
investment committees, and their trusted advisors.
¢ Act as internal champion for investor needs ensuring Operations, Compliance,
and Investment teams deliver a consistently high-quality investor experience.
¢ Maintain comprehensive investor records, interaction history, and relationship
intelligence for proactive, personalised engagement.
B. Investor
Communication &
Reporting
¢ Ensure timely, accurate dissemination of all investor communications fund
performance reports, NAV updates, capital call notices, distribution statements,
and regulatory disclosures.
¢ Develop and manage a structured investor communication calendar quarterly
reports, AGMs, market outlook pieces, and ad hoc updates.
¢ Craft personalised investor materials including performance summaries, portfolio
commentary, and re-investment proposals with the investment team.
¢ Facilitate investor meetings, portfolio review discussions, AGMs, and bespoke
investor briefings.

C. Investor Servicing &
Query Management
¢ First point of contact for all investor queries, documentation needs, and
escalations ensuring swift, relationship-preserving resolution.
¢ Coordinate with Operations, Finance, and Compliance for KYC updates,
subscription processing, and regulatory filings.
¢ Manage capital call coordination, distribution processing, and investor statement
reconciliation.
¢ Proactively identify and resolve investor concerns before escalation zero-gap
service standard.
D. Investor Retention &
Re-investment
¢ Design and execute investor retention strategies to deepen loyalty, extend
tenures, and drive re-investment at maturity.
¢ Identify re-investment, incremental capital, and referral opportunities; work with
the Direct Sales team to convert into AUM growth.
¢ Build and maintain a re-investment pipeline tracking maturity dates,
conversations, and incremental capital opportunities.
¢ Use investor feedback and satisfaction data to continuously improve engagement
and communication quality.
E. Market Intelligence &
Strategic Contribution
¢ Stay current with alternative investment developments, regulatory changes, and
evolving HNI, UHNI, and Family Office preferences.
¢ Provide structured investor sentiment and market intelligence to investment and
product teams.
¢ Represent Arbour at investor forums, Family Office summits, and exclusive
networking events.
¢ Contribute to Arbours broader investor relations strategy and retention
programme with senior leadership.
Candidate Profile
Qualification
¢ Postgraduate in Finance, MBA, Business Administration, or related discipline.
¢ CFA, CFP, or relevant investment certifications are a strong advantage.
Experience
¢ 810 years in investor relations, private banking, wealth management, or alternative
investment servicing.
¢ Proven track record managing and retaining HNI, UHNI, and Family Office investor
relationships with measurable retention and re-investment outcomes.
¢ Prior experience in a direct IR role within an AIF, PMS, private equity, real estate fund, or
alternative investment platform strongly preferred.
¢ Deep familiarity with alternative investment products, structured credit, capital call /
distribution processes, and AIF investor regulations in India.
¢ Established personal network within the HNI, UHNI, and Family Office investor community
in Mumbai.
Core
Competencies
¢ Exceptional written and verbal communication able to present complex investment
information clearly and compliantly to sophisticated investors.
¢ High relationship management discipline proactive, consistent, and meticulous with a
high-value investor portfolio.
¢ Strong emotional intelligence able to manage investor concerns, expectations, and
difficult conversations with confidence.
¢ Commercial acuity to identify re-investment and incremental capital opportunities without
crossing into a sales role.
¢ Structured reporting discipline and ability to manage multiple investor relationships with
zero compromise on quality.
Preferred Background & Key Skills
Preferred Industry Background
Key Skills
¢ Direct Investor Relationship Management

¢ HNI / UHNI / Family Office Servicing
¢ Investor Communication & Reporting
¢ Re-investment & Retention Strategy
¢ Alternative Investment Product Knowledge
¢ Capital Call & Distribution Management
¢ Investor Query & Escalation Management
¢ Investor Engagement Events & Forums
¢ Business Development Support
¢ AIF / PMS Platforms & Alternative Investment
Firms
¢ Private Banking & Family Office Services
¢ Asset Management Companies (AMCs)
¢ Wealth Management Firms (Boutique & National)
¢ Real Estate Investment Platforms & NBFCs
¢ Capital Market & Structured Finance Firms
¢ Stakeholder & Relationship Management