Head Investor Relations

Job Description

Job Title :   Head – Investor Relations (PMS Industry)

Location : Mumbai (Preferred)

Experience Required :

8 to 12 years of experience in the Investment Management / PMS / Wealth / Mutual Fund / Private Banking ecosystem, with at least 3-5 years in a client-facing Investor Relations role. Prior experience in handling a team of Relationship Managers (RMs) or Senior RMs is essential.

About the Role :

We are seeking a seasoned Investor Relations professional to lead the IR function at a fast-growing Portfolio Management Services (PMS) firm. This is a senior-level, client-facing role focused on deepening investor relationships, managing a team of RMs / Sr. RMs, and supporting fund-raising efforts across PMS, AIF, and bespoke investment mandates. The ideal candidate will have strong communication skills, a deep understanding of capital markets, and a proven track record of managing HNI / UHNI relationships.

Key Responsibilities

• Lead the Investor Relations function , managing a team of Relationship Managers (RMs and Sr. RMs) to ensure high standards of investor servicing and communication.
• Build and nurture strong relationships with existing HNI / UHNI investors, family offices, and wealth management partners.
• Drive investor communication , including portfolio performance updates, investment rationale, and periodic commentary in alignment with the firm’s positioning.
• Strategize and execute client engagement, retention, and acquisition campaigns , leveraging a relationship-driven approach.
• Serve as a key spokesperson of the firm during investor meetings, briefings, and strategic interactions.
• Support fund-raising initiatives across PMS, AIF, and bespoke discretionary mandates by coordinating with internal and external stakeholders.
• Oversee end-to-end investor lifecycle management , including client onboarding, compliance due diligence, and regular servicing.
• Collaborate closely with the investment team to translate investment strategy into clear and compelling investor narratives.
• Represent the firm at investor events, webinars, and partner forums , strengthening brand visibility and investor trust.

Requirements

Qualifications :

Requirements

Experience Required : 8 to 12 years of experience in the Investment Management / PMS / Wealth / Mutual Fund / Private Banking ecosystem, with at least 3-5 years in a client-facing Investor Relations role. Prior experience in handling a team of Relationship Managers (RMs) or Senior RMs is essential. ________________________________________ About the Role : We are seeking a seasoned Investor Relations professional to lead the IR function at a fast-growing Portfolio Management Services (PMS) firm. This is a senior-level, client-facing role focused on deepening investor relationships, managing a team of RMs / Sr. RMs, and supporting fund-raising efforts across PMS, AIF, and bespoke investment mandates. The ideal candidate will have strong communication skills, a deep understanding of capital markets, and a proven track record of managing HNI / UHNI relationships. ________________________________________ Key Responsibilities