Manager - Investor Relations in Bombay, भारत

We're Hiring | Manager – Investor Relations

Growthally Advisors | Mumbai
Experience: 1–5 Years
Function: Investor Relations | AIF Fundraising | Business Development
Employment Type: Full-time

About Growthally Advisors

Growthally Advisors is a leading Investment Banking & Financial Advisory firm with 15+ years of experience in the Indian financial services ecosystem.

Our key areas of expertise include:

• Debt Syndication
• Equity Advisory
• Mergers & Acquisitions
• Leasing Solutions
• CFO Services
• SEBI-Registered Alternative Investment Fund (AIF)

The Opportunity

We are looking for a Manager – Investor Relations to drive AIF fundraising, investor acquisition, relationship management, distribution, and AUM growth .

The role will involve developing and managing relationships with HNIs, UHNIs, Family Offices, IFAs, MFDs, Wealth Managers, Private Banks, Corporates, Trusts, and other eligible investors .

The candidate will be responsible for managing the investor journey from lead generation and engagement through investment closure, onboarding, and post-investment relationship management .

Key Responsibilities

1. AIF Fundraising & Investor Acquisition

• Drive fundraising and investor acquisition initiatives for the AIF.

• Generate, qualify, and convert investor leads through direct outreach, referrals, networking, and distribution channels.

• Build and manage a strong investor pipeline focused on AUM and revenue generation .

• Develop relationships with HNIs, UHNIs, Family Offices, Wealth Managers, IFAs, MFDs, Private Banks, Corporates, and other eligible investors.

• Conduct investor meetings, presentations, product discussions, and structured follow-ups.

• Work closely with senior management to drive investor conversions and fundraising closures.

2. Investor Relationship Management

• Build and maintain long-term relationships with existing and prospective investors.

• Understand investor objectives, requirements, and investment preferences.

• Drive regular investor engagement and communication.

• Address investor queries and coordinate with internal stakeholders for timely resolution.

• Contribute towards investor retention, repeat investments, referrals, and relationship expansion.

3. Distribution & Channel Development

• Develop and strengthen relationships with IFAs, MFDs, Wealth Managers, Private Banks, Family Offices, and other distribution partners.

• Identify new investor networks and business development opportunities.

• Activate and manage distribution channels for qualified investor leads.

• Track channel performance and contribution towards fundraising and AUM.

4. Investor Onboarding & Execution

• Manage the investor journey from initial interest through investment closure and onboarding.

• Coordinate KYC, subscription documentation, account opening, fund transfers, and related requirements.

• Coordinate with Operations, Compliance, Legal, Finance, and Fund Administration teams.

• Track commitments, subscriptions, documentation, and settlement status.

• Ensure a smooth, professional, and timely investor onboarding experience.

5. Product & Market Knowledge

• Develop strong knowledge of the AIF's investment strategy, portfolio, investment thesis, risk profile, and positioning.

• Stay updated on AIFs, private markets, wealth management, and alternative investment trends.

• Monitor relevant market developments, competing products, and investor preferences.

• Provide actionable investor and market feedback to the fundraising team.

6. MIS & Pipeline Management

• Maintain accurate investor, prospect, intermediary, and distribution databases.

• Track leads, meetings, follow-ups, conversions, commitments, subscriptions, and AUM.

• Maintain accurate CRM and fundraising pipeline updates.

• Prepare regular fundraising and investor MIS for management review.

• Analyse pipeline performance and identify opportunities to improve conversion and fundraising efficiency.

Candidate Profile

We are looking for a commercially driven and relationship-oriented professional with:

• 1–5 years of experience in AIF, PMS, Asset Management, Private Wealth, Wealth Management, Investment Banking, Capital Markets, or related financial services.

• Prior experience in AIF fundraising, Investor Relations, Private Markets, Wealth Management, or investment products will be preferred.

• Strong understanding of financial markets and investment products.

• Demonstrated experience in investor acquisition, fundraising, relationship management, or business development.

• Existing relationships with HNIs, UHNIs, Family Offices, IFAs, MFDs, Wealth Managers, or institutional investors will be an advantage.

• Excellent communication, presentation, negotiation, and relationship-management skills.

• Strong business development orientation with excellent follow-up and conversion capabilities.

• Strong analytical, organisational, and stakeholder-management skills.

• Proficiency in MS Excel, PowerPoint, CRM, and MIS reporting .

• High standards of professionalism, integrity, ownership, and attention to detail.

Key Success Measures

Success in this role will be measured through:

Investor Acquisition | AIF Fundraising | AUM Growth | Qualified Investor Pipeline | Investor Conversion | Distribution Channel Development | Investor Retention | Repeat Investments | Relationship Management | Timely Investor Onboarding

Ideal Candidate

The ideal candidate will be a proactive, commercially driven, and relationship-focused professional who can independently manage investor relationships and contribute meaningfully to the firm's AIF fundraising objectives and AUM growth.

A strong interest in alternative investments, private markets, wealth management, and financial markets will be highly valued.

Interested candidates may connect with us or share their profile for consideration on 7506236023

#Hiring #InvestorRelations #AIF #AIFFundraising #Fundraising #WealthManagement #PrivateMarkets #AssetManagement #InvestmentBanking #BusinessDevelopment #HNIs #FamilyOffice #WealthManagers #MumbaiJobs #FinanceJobs #GrowthallyAdvisors