Job Description
Based in New Delhi, the Investor Relations Manager will be involved in direct communication with
BCA clients and support the PMS and Wealth Advisory businesses.
QUALIFICATIONS:
Excellent written and oral communication skills
Very well versed in MS Excel
An eye for detail and a can-do attitude
Candidate must be eager to learn and grow in the role
Keen interest in capital markets and investments, will be an added advantage
Related work experience of 3 to 5 years in the financial sector (AMCs, PMSs, Banks, etc.)
Graduate/Post graduate in economics/commerce/business studies; CFA level I or similar
qualifications preferred
NATURE OF WORK:
Coordination on client onboarding
Interact with clients - mostly UHNIs & NRIs - on their operations-related queries
Prepare and maintain investment/portfolio sheets for clients on a day-to-day basis
Check the calculation of management and performance fees
Ensure timely delivery of the quarterly reports to the clients
Liaison with clients CAs during the tax filing period
Liaison with custodians, banks and third-party PMS, AIFs, etc.
Support the business development activities to grow the client base
