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We are seeking a dynamic and detail-oriented professional to join our Fundraising team as an Investor Relations Associate/Manager The ideal candidate will have experience managing distribution partners, Investor relations, handling fund management activities, and ensuring end-to-end KYC and compliance processes.

Roles & Responsibilities

·      Serve as the primary point of contact for existing and prospective investors for AIF & PMS schemes

·      Act as the primary point of contact for all distributors, including distribution agreements, brokerages, client inquiries, emails, and more.

·      Understanding of AIF cat II & PMS regulations,

·      Prepare client communication content and manage distribution payout mechanisms, should understand basic calculations for waterfalls such as capital repayment, hurdle rates, fees, and related components.

·      Liaise with internal departments (Legal & Compliance, Finance, Operations, etc.) to ensure smooth information flow and timely deliverables.

·      Manage end-to-end investor onboarding, including documentation, KYC, compliance checks, and coordination with fund administrators.

·      Support fund management activities including capital calls, distributions, and investor reporting.

·      Address investor queries professionally and promptly.

·      Assist in preparing investor communication, presentations, MIS reports, and periodic fund updates.

·      Maintain accurate investor data, documentation, and compliance records.

·      Work closely with finance teams to understand taxation-related aspects relevant to investor queries and fund structures.

Candidate Criteria

·      Experience: Minimum 5 years in Investor Relations, Fund Operations, Fundraising, or Alternative Investment roles (REITs, AIFs, PMS, or real estate funds).

·      Education:

o  Bachelor’s or Master’s in Finance, Commerce, Economics, or related fields with strong academic record.

o  Additional certifications like CFA, CA, or MBA (Finance) are a plus.

·      Skills & Knowledge:

o  Strong understanding of KYC/AML, investor onboarding, fund administration, and basic taxation concepts.

o  Excellent verbal and written communication.

o  Proficient in MS Office, CRM tools, and digital investor platforms.

o  High attention to detail, organizational skills, and ability to manage multiple stakeholders.

·      Attributes: Professional, proactive, and comfortable liaising with investors, fund managers, and internal teams in a fast-paced environment.

Location - Mumbai (One BKC).

Key Responsibilities:

Manage and advise HNI/Affluent clients on investment opportunities.

Drive AUM growth and achieve acquisition targets.

Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.

Conduct periodic portfolio reviews and provide customized wealth solutions.

Build and maintain long-term client relationships.

Collaborate with branch teams to drive business growth.

Eligibility:

Post-graduate preferred.

2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.

Strong knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.

Excellent client acquisition and relationship management skills.