We are seeking a dynamic, strategic, and business-focused Vice President – Investor Relations to lead the firm's fundraising and investor engagement efforts. The role will be responsible for driving AUM growth, strengthening relationships with key investors and distribution partners, enhancing the firm's market presence, and delivering an exceptional investor experience. The ideal candidate will combine strong capital-raising capabilities with strategic thinking, leadership, and deep understanding of financial markets.
Key Responsibilities
- Develop and execute the firm's investor relations and fundraising strategy to achieve AUM growth objectives.
- Originate, cultivate, and manage relationships with HNIs, UHNIs, family offices, wealth managers, distributors, and institutional investors.
- Drive capital raising initiatives and build a robust pipeline of prospective investors and strategic partners.
- Lead investor meetings, presentations, roadshows, conferences, and networking initiatives to represent the firm and enhance brand visibility.
- Serve as the trusted advisor and primary point of contact for existing and
- Collaborate with Investment teams to effectively communicate investment philosophy, portfolio performance, and market insights.
- Oversee the preparation of investor presentations, factsheets, newsletters, and other communication materials.
- Ensure a seamless investor onboarding and servicing experience in partnership with Operations and Compliance teams.
- Monitor fundraising pipelines, investor activity, and conversion metrics, providing actionable insights to senior leadership.
- Ensure all investor interactions and communications adhere to applicable SEBI regulations and internal governance standards.
- Identify new distribution channels, strategic alliances, and business opportunities to expand the firm's investor base.
- Lead, inspire, and develop the Investor Relations team by fostering a highperformance culture, driving accountability, mentoring future leaders, and aligning team objectives with the firm's growth strategy.
Qualifications & Experience
- Bachelor’s degree in finance, Commerce, Economics, or Business Administration.
- MBA, CFA, CA, or equivalent professional qualification preferred.
- 8–12 years of experience in Investor Relations, Fund Raising, Wealth Management, Private Banking, PMS, Asset Management, or Financial Services.
- Demonstrated track record of fundraising and relationship management with sophisticated investors.
- Strong understanding of financial markets, investment products, and portfolio concepts.
- Exceptional communication, presentation, negotiation, and stakeholder
Preferred Skills
- Strong business development and networking capabilities.
- Strategic mindset with a proven ability to influence outcomes.
- Executive presence and credibility with senior stakeholders and investors.
- Leadership experience in building and managing high-performing teams.
- Results-driven approach with strong analytical and problem-solving abilities.