Head Investor Relations

Job
Title:  Head – Investor Relations (PMS
Industry)

Location:

Mumbai (Preferred)

Experience Required:

8 to 12 years of experience in the Investment Management /
PMS / Wealth / Mutual Fund / Private Banking ecosystem, with at least 3 -5 years
in a client -facing Investor Relations role. Prior experience in handling a team
of Relationship Managers (RMs) or Senior RMs is essential.

About the Role:

We are seeking a seasoned Investor Relations professional to
lead the IR function at a fast -growing Portfolio Management Services (PMS)
firm. This is a senior -level, client -facing role focused on deepening investor
relationships, managing a team of RMs/Sr. RMs, and supporting fund -raising
efforts across PMS, AIF, and bespoke investment mandates. The ideal candidate
will have strong communication skills, a deep understanding of capital markets,
and a proven track record of managing HNI/UHNI relationships.

Key Responsibilities

• Lead
  the Investor Relations function, managing a team of Relationship
  Managers (RMs and Sr. RMs) to ensure high standards of investor servicing
  and communication.
  
• Build
  and nurture strong relationships with existing HNI/UHNI investors,
  family offices, and wealth management partners.
  
• Drive
  investor communication, including portfolio performance updates,
  investment rationale, and periodic commentary in alignment with the firm’s
  positioning.
  
• Strategize
  and execute client engagement, retention, and acquisition campaigns,
  leveraging a relationship -driven approach.
  
• Serve
  as a key spokesperson of the firm during investor meetings, briefings,
  and strategic interactions.
  
• Support
  fund -raising initiatives across PMS, AIF, and bespoke discretionary
  mandates by coordinating with internal and external stakeholders.
  
• Oversee
  end -to -end investor lifecycle management, including client onboarding,
  compliance due diligence, and regular servicing.
  
• Collaborate
  closely with the investment team to translate investment strategy into
  clear and compelling investor narratives.
  
• Represent
  the firm at investor events, webinars, and partner forums,
  strengthening brand visibility and investor trust.
  

Requirements

Qualifications:

• MBA
  in Finance / CA / CFA preferred
  
• Strong
  understanding of equity markets, portfolio management products (PMS/AIF),
  and investment structures
  
• Excellent
  communication, presentation, and client -handling skills
  
• Experience
  managing teams and handling senior investor relationships is a must