Manager AVP DVP IR

1. JOB DETAILS

• Position Title: Manager / AVP / DVP – IR
• Reports to: Senior Vice President IR
• Team: Investments – IR
• Location: Bangalore

2. ORGANIZATIONAL OVERVIEW

This organization is a leading private debt fund manager in India managing over INR 40000 million (USD 500 million) in investor commitments since its establishment in 2014. The company facilitates investments that ensure easy access to finance for companies with a strong track record in expanding financial services in India. Their investment strategy focuses on impactoriented returnsfocused investments in key financial inclusion sectors such as Microfinance Affordable Housing Small Business Loans Vehicle Loans Agribusiness Loans and Corporate Finance. The company continuously adds new sectors based on their strategy of identifying areas that align with their mission of providing sustainable access to finance for the underserved population in India.

Over the years the organization has developed significant expertise in offering sustainable solutions to investors through various funds providing multiple investment strategies varying tenures and liquidity preferences. They believe that impact creation must be coupled with meaningful returns for investors and their funds have consistently delivered abovetarget returns.

• Mission: To enable access to finance for the underbanked.
• Vision: To be a trusted global platform that enables the flow of finance from providers to users in a reliable and responsible manner.
• Values:
  • Ethical: Adhering to a shared code of ethics and high standards of professional conduct.
  • Responsive: Nimble and quick to adapt learning and evolving as necessary.
  • Innovative: Pushing the frontiers of finance through knowledge and innovation.
  • Empathetic: Understanding the needs of stakeholders and aligning with them.
  • Resolute: Unwavering in commitments and standing by them.

As an employer the organization is committed to diversity equality and inclusion.

3. JOB OBJECTIVE

The organization is looking for a Senior Associate with a minimum of 4 years of experience to join its Investor Relations team in Ahmedabad. The Senior Associate's primary responsibilities will include developing the investor franchise for the firm's funds and portfolio strategies.

Key Responsibilities:

• Develop a strong investor franchise for the organization's funds and portfolio strategies.
• Create and maintain a database of a wide range of investors (Corporate Treasuries NBFCs Family Offices and Private Wealth Distributors).
• Arrange meetings with potential investors and make presentations/pitches for the firm’s funds and portfolio strategies.
• Conduct regular followup calls and meetings with current and potential investors.
• Build deep relationships with investors and develop a strong investor franchise.
• Understand investor requirements/market feedback and communicate to the Product team for new product development.
• Develop a thorough understanding of the products including regulations tax and documentation.
• Manage endtoend transaction closures.
• Provide postinvestment support to investors.
• Develop a sound understanding of the sectors and entities the firm represents through field visits and interactions with internal teams.
• Be at the forefront of gauging investor appetite for new asset classes/products.
• Network within the industry.
• Represent the organization at conferences and seminars.
• Create visibility for the organization across investors.
• Strong sales experience and networking skills.
• Selfstarter with the ability to own the role and develop highquality coverage.
• Excellent oral and written communication skills.
• Strong analytical skills with a good understanding of structured products.
• Proficiency in MS Office tools.
• Interest in financial inclusion and the opportunities this space represents.
• Ability to stretch oneself work under pressure handle multiple assignments simultaneously and meet deadlines.
• Strong negotiation skills with a problemsolving attitude.
• Strong work ethic positive attitude selfmotivated and capable of working individually and as part of a team.

4. KEY ACCOUNTABILITIES

5. SKILLS REQUIRED

Minimum Qualifications:

• MBA or Postgraduate in Management from a premier institute/Chartered Accountant/CFA

Minimum Experience:

• Minimum 4 years of relevant experience in sales roles – Private Banking Private Wealth Distribution Mutual Fund Distribution Private Equity / AIF Fundraising or similar roles.