Senior Associate - Investor Relations

Role Overview

We are seeking Senior Associate – Investor Relations (3–6 years) to drive client acquisition and strengthen investor relationships. The role involves building new connections with HNIs, family offices, and institutions, while ensuring existing clients receive consistent updates, reports, and high-quality service.

Key Responsibilities

1. Manage end-to-end client engagement, including handling investor communications and portfolio-related queries, while also driving the full client acquisition cycle by engaging with prospective clients who have shown interest in Qode’s services addressing their requirements, communicating the value proposition, and ensuring successful deal closure.Prepare and deliver investor reports and presentations.
2. Support client acquisition efforts through pitches, meetings, and campaigns.
3. Maintain CRM systems for accurate lead and client tracking.
4. Coordinate with PR/branding agencies and support events, conferences, and networking.
5. Research competitor trends, partnerships, and market opportunities.
6. Collaborate with internal teams to ensure accurate and timely investor communication.

Requirements

Skills & Qualification

1. Bachelor’s degree (MBA/Finance preferred).
2. 3–6 years’ experience in Investor Relations, Financial Services.
3. Strong communication, presentation, and relationship management skills.
4. Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools.
5. Knowledge of financial markets and investment products is an advantage.

Benefits

Professional Growth: Opportunity to work closely with senior leadership and gain exposure to high-calibre investors, family offices, and institutional clients.

Learning & Development: Access to continuous training across communication, financial markets, and investment products to accelerate career progression.

Fast-Growing Organization: Be part of a high-growth investment management firm where performance is recognized and rewarded.

Collaborative Culture: Work with a driven, intellectually curious team in an environment that values ownership, meritocracy, and excellence.

Prime Office Location: Conveniently located in Lower Parel with excellent connectivity and a modern, well-maintained workspace.

Required Skills

investor relationsfinancial servicesMS-Officerelationship management

Strong experience in managing Investor Relations with a client-facing orientation

Proven ability to handle high-volume inbound client calls professionally

Ability to engage prospects, present investment strategies clearly, and convert inbound leads

Background in Wealth Management / PMS / Investment Advisory

Experience as a Wealth Manager / Relationship Manager / Investor Relations professional

Kindly share client-facing, relationship-focused profiles with strong experience in managing investor communication and closing inbound leads.

Pure back-end or non-client-facing profiles may be avoided