Job Description

Investor Database Management : Create and maintain a database of a wide range of investors (Corporate treasuries, NBFCs, Family Offices, and Private Wealth Distributors). AIF, PMS, Mutual fund sales Investor Engagement : Arrange meetings with potential investors, make presentations/pitches and portfolio strategies, and conduct regular follow-up calls and meetings. Relationship Building : Create deep relationships with investors and build a strong investor franchise. Market Feedback : Understand investor requirements/market feedback and communicate this to the Product team towards new products. Product Knowledge : Develop a sound understanding of the products, including regulations, tax, and documentation. Transaction Management : Manage end-to-end transaction closure and provide post-investment support to investors. Sector Understanding : Develop a sound understanding of the sectors and entities that the firm represents through field visits and interactions with internal teams. Investor Appetite : Be at the forefront of gauging investor appetite for new asset classes/products. Networking : Network within the industry and represent at conferences and seminars.