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.
Company description Shuru Up is a wealth-tech platform democratising access to India’s private markets — pre-IPOs, unlisted equity and selective private-market opportunities — through a B2C app and a growing B2B distribution network. We partner with IFAs, wealth managers, family offices and HNIs to deliver curated private-market solutions with robust ops, compliance and white-glove servicing. Fast-moving, product-led and operator-focused — we’re building the rails for private-markets distribution in India. Role description We’re hiring a driven Wealth B2B Channel Sales professional to own partner acquisition, enablement and activation across IFAs, wealth managers, family offices and distributor clusters. You will: Build & scale a high-quality pipeline of B2B partners and convert them into active revenue channels. Run partner outreach — meetings, demos, roadshows and localized engagement — to close partnerships. Design and execute partner enablement: playbooks, sales collateral, quick reference guides, certification webinars and FCR support. Coordinate end-to-end with Ops, Compliance, Product and IR to ensure smooth onboarding and first transactions. Drive partner growth via incentive campaigns, co-sell, runbacks and channel marketing. Track partner KPIs, produce weekly/monthly partner MIS, and surface market intelligence and competitive insights to Product & Growth. Represent Shuru Up at industry events and manage regional relationships with high ownership. Qualifications 3–7 years in channel sales/distribution within wealth management, AMCs, broking, wealth-tech or private markets. Proven network or demonstrable ability to build relationships with IFAs, wealth managers, family offices, or distributor clusters. Track record of closing partnerships, driving partner-led transactions, and meeting/exceeding KPIs. Strong communicator and presenter; confident with senior advisors/CXOs. Data-driven approach: comfortable with partner MIS, conversion funnels and simple dashboards. Collaborative: experience working with Ops/Compliance/Product to operationalize partner flows. Willingness to travel for partner meetings and events. Immediate joiners preferred. What we offer Competitive pay + performance incentives, rapid career progression, cross-functional exposure and a chance to shape India’s private-markets distribution rails.
As an Investor Onboarding Specialist, you will be responsible for efficiently managing the end-to-end onboarding process for Retail, HNI, and NRI investors. This includes conducting thorough checks on CKYC/KRA, PAN, UBO/PEP, AML, FATCA/CRS requirements, and verifying eligibility and documentation. You will also oversee subscription workflows such as e-signatures, mandates, declarations, cut-offs, and allotment confirmations. Ensuring accurate investor profiles are maintained in the CRM/application while enforcing data privacy and access controls will be a key aspect of your role. In the Cash & Unit Operations domain, you will coordinate capital calls, subscriptions, distributions, redemptions, and fee setups as necessary. Additionally, your responsibilities will extend to enabling and training B2B partners (Wealth Managers) on product information, processes, cut-offs, and documentation standards. You will provide SLA-driven support, including MIS reporting, pipeline status updates, rejection analysis, and campaign performance monitoring. Developing playbooks, FAQs, and explanatory materials for scalability and repeatability will also be part of your duties. In the realm of Investor Relations & Servicing, you will be tasked with disseminating periodic updates, factsheets, and in-app notifications. Organizing webinars, AMAs, and AGMs will also fall under your purview. It will be crucial to maintain the data room and help center content within the app/portal, ensuring it remains current and easily accessible. Your role will involve handling Product & Offer Launch Ops, where you will translate product/offer terms into operational workflows, including forms, app flows, checklists, and timelines. Tracking allotments, refunds, and escalations while managing internal and partner commissions will be essential. Compliance, Controls & Reporting will be a significant focus area, requiring adherence to SEBI AIF guidelines and internal SOPs. You will support audits, valuations, regulatory/investor reporting, and maintain detailed issue logs for resolution. Driving continuous improvement in SOPs related to onboarding, reconciliations, reporting, and grievance redressal will be part of your responsibilities. As a specialist in Data & Tooling, you will oversee dashboards monitoring onboarding TAT, drop-off funnel, SLA adherence, cash breaks, and NPS. Administering CRM/portal configurations and templates, and collaborating with product/engineering teams on enhancements and fixes will be crucial for operational efficiency.,
As the Investor Relations Manager, you will be responsible for managing relationships with High Net Worth Individuals (HNIs), family offices, IFAs/wealth managers, and institutional partners on a day-to-day basis. You will act as the primary point of contact for addressing important investor queries, clarifying tax/statements, and resolving service issues. Your role will involve maintaining and enhancing engagement through regular touchpoints, quarterly calls, roadshows, and curated events. In addition, you will be in charge of producing and distributing quarterly investor packs, NAV briefs, fund factsheets, performance dashboards, and tax statements. You will also draft and oversee the delivery of high-quality email communications, in-app notifications, webinar content, and investor newsletters. Furthermore, you will curate and update content on the investor portal/data-room and manage FAQs. Your responsibilities will also include providing support for fundraising efforts by assisting in RFP/DDQ responses, creating pitch materials, compiling track-record packs, and tailoring investor decks. You will coordinate investor meetings, demo calls, and roadshows, as well as gather deal-specific information for potential investors. Monitoring the pipeline, investor commitments, and conversion analytics to provide insights to the Growth/Leadership team will be part of your role. Moreover, you will onboard and empower wealth-manager partners with playbooks, sales collateral, product training, and Quick Reference Guides. Conducting partner webinars, certification drives, and campaign enablement in collaboration with the Growth team will also be essential. You will be responsible for evaluating partner performance, providing feedback, and supporting improvement plans where necessary. Ensuring adherence to processes, compliance standards, and managing escalations will be crucial. You will collaborate closely with Operations, Compliance, Legal, and Product teams to ensure compliance with investor onboarding procedures, KYC/CKYC, FATCA/CRS, and side-letter obligations. You will manage investor escalation workflows, SLAs, and conduct root-cause analysis for recurring issues. Maintaining audit-ready investor records and assisting with regulatory reporting requirements will also fall under your purview. Furthermore, you will organize and execute various investor events such as Ask Me Anything sessions, webinars, roundtables, and city roadshows. Developing thought leadership initiatives, including reports and Points of View (POVs), to enhance the brand's presence within investor communities will be part of your responsibilities.,