Senior Associate - Investor Relations

This role is for one of the Weekday's clients

Salary range: Rs 800000 - Rs 1500000 (ie INR 8 - 15 LPA)

Min Experience: 3 years

Location: Mumbai

JobType: full-time

We are looking for a Senior Associate – Investor Relations with 3–6 years of experience to support investor engagement and drive client acquisition. This role focuses on building strong relationships with high-net-worth individuals (HNIs), family offices, and institutional investors, while ensuring existing clients receive timely updates, clear reporting, and a high standard of service. The position offers meaningful exposure to senior stakeholders and active involvement across the investor lifecycle.

Requirements:
Key Responsibilities

• Manage end-to-end investor engagement, including ongoing communication, portfolio-related queries, and relationship management.
• Drive client acquisition by engaging with prospective investors, understanding their requirements, articulating the investment value proposition, and supporting deal closure.
• Prepare and present investor reports, performance updates, and presentation materials.
• Support fundraising and client acquisition initiatives through pitches, meetings, and outreach campaigns.
• Maintain accurate and up-to-date records in CRM systems for leads, prospects, and investor relationships.
• Coordinate with external PR and branding partners and support investor events, conferences, and networking initiatives.
• Conduct research on competitors, market trends, partnerships, and potential growth opportunities.
• Collaborate with internal investment, operations, and leadership teams to ensure accurate, timely, and consistent investor communications.

Requirements & Qualifications

• Bachelor’s degree required; MBA or Finance specialization preferred.
• 3–6 years of experience in Investor Relations, Financial Services, or a related client-facing role.
• Strong communication, presentation, and relationship-building skills.
• Proficiency in Microsoft Excel, PowerPoint, Word, and CRM platforms.
• Good understanding of financial markets and investment products is an advantage.

What’s on Offer

• Professional Growth: Opportunity to work closely with senior leadership and engage with HNIs, family offices, and institutional investors.
• Learning & Development: Continuous learning across financial markets, investment products, and client communication.
• High-Growth Environment: Be part of a rapidly scaling investment-focused organization where performance and ownership are valued.
• Collaborative Culture: Work with a driven, high-caliber team in a meritocratic and intellectually stimulating environment.
• Prime Location: Modern office setup with strong connectivity and a professional work environment.