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Investor Relations Manager

0 years

0 Lacs

ahmedabad gujarat india

Posted:1 day ago| Platform: Linkedin logo

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Skills Required

escalation service engagement notifications content portal data fundraising development support pipeline analytics enablement training certification remediation compliance onboarding management analysis audit reporting leadership reports

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • Investor & Partner Relationship Management

  • Own day-to-day relationships with HNIs, family offices, IFAs/wealth managers, and institutional partners.
  • Act as primary escalation point for important investor queries, tax/statement clarifications, and service issues.
  • Maintain and grow engagement through regular touchpoints, quarterly calls, roadshows, and curated events.

  • Investor Communications & Reporting

  • Produce and distribute quarterly investor packs, NAV briefs, fund factsheets, performance dashboards, and tax statements.
  • Draft and manage timely, high-quality email communications, in-app notifications, webinar content, and investor newsletters.
  • Curate and maintain the investor portal / data-room content and FAQs.

  • Fundraising & Business Development Support

  • Support fundraising with RFP/DDQ responses, pitch materials, track-record packs, and tailored investor decks.
  • Coordinate investor meetings, demo calls, and roadshows; assemble deal-specific info for prospective investors.
  • Track pipeline, investor commitments, and conversion analytics; surface insights to Growth/Leadership.

  • Partner Enablement & Training

  • Onboard and enable wealth-manager partners with playbooks, sales collateral, product training, and Quick Reference Guides.
  • Run partner webinars, certification drives, and campaign enablement with the Growth team.
  • Monitor partner performance, share feedback, and support remediation/improvement plans.

  • Process, Compliance & Escalations

  • Work closely with Ops, Compliance, Legal, and Product to ensure investor onboarding, KYC/CKYC, FATCA/CRS, and side-letter obligations are met.
  • Own investor escalation workflows, SLA management, and root-cause analysis for recurring issues.
  • Maintain audit-ready investor records and support regulatory reporting needs.

  • Events & Community

  • Plan and execute investor events: AMAs, webinars, roundtables, and city roadshows.
  • Build thought-leadership initiatives (reports, POVs) to strengthen brand among investor communities.


More Jobs at Shuru-Up

Investor Relations Manager

ahmedabad, gujarat, india

Experience: Not specified

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Salary: Not disclosed

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