Wealth Manager

Position - Wealth Manager

Job requirements:

Master's degree in finance, business, or a related field. Advanced degrees (MBA, CFA) are preferred.

Proven experience in investor relations and finance

Strong financial analysis skills and understanding of fintech/nbfc markets.

Excellent communication and interpersonal skills.

Knowledge of regulatory requirements and compliance in investor relations.

Ability to work collaboratively across departments and with external stakeholders.

Proficiency in financial modeling and data analysis tools.

Have 2 years of Team handelling Experience.

Role & Responsibilities:

Communication:

Act as the primary point of contact between the company and its investors.

Develop and implement communication strategies to keep investors informed about the company's performance, financial results, and strategic initiatives.

Organize and conduct investor meetings, presentations, and conference calls.

Relationship Building:

Cultivate and maintain positive relationships with existing and potential investors.

Address investor inquiries, concerns, and feedback promptly and professionally.

Proactively engage with investors to understand their expectations and priorities.

Financial Reporting:

Work closely with the finance and accounting teams to ensure accurate and timely financial reporting to investors.

Assist in the preparation of financial reports, earnings releases, and other relevant documents.

Regulatory Compliance:

Stay abreast of regulatory requirements and ensure the company's investor relations activities comply with all relevant laws and regulations.

Assist in the preparation of regulatory filings related to investor relations.

Market Intelligence:

Monitor industry trends, competitor activities, and market dynamics that may impact the company's performance and investor sentiment.

Provide insights and recommendations to senior management based on market intelligence.

Shareholder Services:

Coordinate shareholder meetings, proxy statements, and other related activities.

Collaborate with the legal team to ensure compliance with corporate governance standards.

Investor Events:

Plan and organize investor events, roadshows, and conferences to enhance the company's visibility within the investment community.

Investor Feedback Analysis:

Analyze investor feedback and sentiment to provide valuable insights to the executive team.

Collaborate with internal teams to address any concerns or areas for improvement identified through investor feedback.

Role: Wealth Manager

Industry Type: FinTech / Payments

Department: Finance & Accounting

Employment Type: Full Time, Permanent

Role Category: Finance

Education

UG: Any Graduate