Senior Manager-Strategic Investor Relations

Arbour Investments; Mumbai; Sur place; INR 4 500 000 - 7 500 000; Plein temps

Résumé du poste

Arbour Alternate Advisors Private Limited is seeking a Senior Manager Strategic Investor Relations to own the direct investor relationship management for HNIs, UHNI, and Family Offices. You will oversee onboarding, servicing, query resolution, and long-term retention, coordinating with Operations, Compliance, and Investment teams to ensure a high‑quality investor experience.

The role involves crafting performance summaries, portfolio commentary, and reinvestment proposals, with direct access to

Qualifications

• Postgraduate degree in Finance, MBA, or related discipline.
• CFA/CFP or related investment certifications are a strong advantage.
• Experience in investor relations, wealth management, or private banking preferred.

Responsabilités

• Direct investor relationship management for HNI, UHNI and Family Office clients.
• Coordinate investor communications, reporting, and meetings with senior teams.
• Ensure onboarding, servicing, query resolution, and retention-focused engagement.
• Identify reinvestment opportunities and contribute to retention strategies.

Connaissances

Investor relations

HNI servicing

Relationship management

Wealth management

Corporate & Institutional Investors

Formation

Postgraduate (Mandatory)

MBA

CFA / CFP

Description du poste

Senior Manager Strategic Investor Relations, Direct

Location

Chakala, Andheri East

Experience

810 Years

Qualification

Postgraduate (Mandatory)

Function

Investor Relations | Retention | BD

About Arbour & the Role

Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies, operating in the alternative investments space. We manage institutional-grade investment opportunities delivering superior risk-adjusted returns for a curated base of direct investors spanning HNIs, UHNIs, Single and Multi-Family Offices, and institutional investors.

We are seeking a senior investor relations professional to own Arbours direct investor relationship management function the custodian of Arbours most valuable asset. The role demands the communication discipline of a seasoned IR professional, the relationship depth of a private banker, and the commercial acuity to convert strong relationships into incremental AUM growth. It offers direct access to the Founding team, high visibility across the investor base, and meaningful influence over investor retention and re-investment outcomes.

Direct Investor Segments

• HNIs (High Net Worth Individuals)
• Single Family Offices
• UHNIs (Ultra High Net Worth Individuals)
• Multi-Family Offices
• Corporate & Institutional Investors
• Re-investing & existing Arbour investors
• Sophisticated / Accredited Investors
• Referred investors from the direct network

Key Responsibilities

A. Direct Investor Relationship Management

• Primary relationship manager for all HNI, UHNI, and Family Office investors owning the full post-commitment lifecycle: onboarding, servicing, query resolution, and long-term retention.
• Build deep, trust-based relationships with investor principals, Family Office investment committees, and their trusted advisors.
• Act as internal champion for investor needs ensuring Operations, Compliance, and Investment teams deliver a consistently high-quality investor experience.
• Maintain comprehensive investor records, interaction history, and relationship intelligence for proactive, personalised engagement.

B. Investor Communication & Reporting

• Ensure timely, accurate dissemination of all investor communications fund performance reports, NAV updates, capital call notices, distribution statements, and regulatory disclosures.
• Develop and manage a structured investor communication calendar quarterly reports, AGMs, market outlook pieces, and ad hoc updates.
• Craft personalised investor materials including performance summaries, portfolio commentary, and re-investment proposals with the investment team.
• Facilitate investor meetings, portfolio review discussions, AGMs, and bespoke investor briefings.

C. Investor Servicing & Query Management

• First point of contact for all investor queries, documentation needs, and escalations ensuring swift, relationship-preserving resolution.
• Coordinate with Operations, Finance, and Compliance for KYC updates, subscription processing, and regulatory filings.
• Manage capital call coordination, distribution processing, and investor statement reconciliation.
• Proactively identify and resolve investor concerns before escalation zero-gap service standard.

D. Investor Retention & Re-investment

• Design and execute investor retention strategies to deepen loyalty, extend tenures, and drive re-investment at maturity.
• Identify re-investment, incremental capital, and referral opportunities; work with the Direct Sales team to convert into AUM growth.
• Build and maintain a re-investment pipeline tracking maturity dates, conversations, and incremental capital opportunities.
• Use investor feedback and satisfaction data to continuously improve engagement and communication quality.

E. Market Intelligence & Strategic Contribution

• Stay current with alternative investment developments, regulatory changes, and evolving HNI, UHNI, and Family Office preferences.
• Provide structured investor sentiment and market intelligence to investment and product teams.
• Represent Arbour at investor forums, Family Office summits, and exclusive networking events.
• Contribute to Arbours broader investor relations strategy and retention programme with senior leadership.

Candidate Profile

Qualification

• Postgraduate in Finance, MBA, Business Administration, or related discipline.
• CFA, CFP, or relevant investment certifications are a strong advantage.

Experience

• 810 years in investor relations, private banking, wealth management, or alternative investment servicing.
• Proven track record managing and retaining HNI, UHNI, and Family Office investor relationships with measurable retention and re-investment outcomes.
• Prior experience in a direct IR role within an AIF, PMS, private equity, real estate fund, or alternative investment platform strongly preferred.
• Deep familiarity with alternative investment products, structured credit, capital call /distribution processes, and AIF investor regulations in India.
• Established personal network within the HNI, UHNI, and Family Office investor community in Mumbai.

Core Competencies

• Exceptional written and verbal communication able to present complex investment information clearly and compliantly to sophisticated investors.
• High relationship management discipline proactive, consistent, and meticulous with a high-value investor portfolio.
• Strong emotional intelligence able to manage investor concerns, expectations, and difficult conversations with confidence.
• Commercial acuity to identify re-investment and incremental capital opportunities without crossing into a sales role.
• Structured reporting discipline and ability to manage multiple investor relationships with zero compromise on quality.

Preferred Background & Key Skills

Preferred Industry Background

Key Skills

• HNI / UHNI / Family Office Servicing
• Investor Communication & Reporting
• Re-investment & Retention Strategy
• Alternative Investment Product Knowledge
• Capital Call & Distribution Management
• Investor Query & Escalation Management
• Investor Engagement Events & Forums
• Business Development Support
• AIF / PMS Platforms & Alternative Investment Firms
• Private Banking & Family Office Services
• Asset Management Companies (AMCs)
• Wealth Management Firms (Boutique & National)
• Real Estate Investment Platforms & NBFCs
• Capital Market & Structured Finance Firms
• Stakeholder & Relationship Management