Investor Relations- Assistant General Manager/General Manager

Job Description – Assistant Manager – Investor Relations

Department: Investor Relations
Location: Prabhadevi, Mumbai
Designation: Assistant Manager
Experience: 3–5 years
Qualification: CA / MBA / CFA
Preferred Background: Investor Relations, Equity Research, BFSI or NBFC
Reporting To: Senior Manager / CEO
CTC: As per industry standards
Joining: Immediate

Role Summary

The Assistant Manager – Investor Relations will help ensure that Sammaan Capital Limited is positioned clearly, consistently and strategically with analysts, investors, shareholders, rating agencies and other stakeholders.

The role involves end-to-end support for investor engagement and the earnings cycle, preparation of high-quality investor communication materials, financial and market analysis, management reporting, and cross-functional coordination with the CEO's Office.

This is a hands-on role for someone who can build the numbers, develop the story, prepare presentations and communicate findings confidently.

Key Responsibilities

1. Investor & Analyst Engagement

• Schedule and organise investor meetings, one-on-one meetings, conferences and roadshows.

• Prepare briefing notes and talking points for management and capture post-meeting feedback.

• Respond to queries from equity and debt investors, analysts and shareholders on financial performance, growth targets, business plans and strategy, in line with disclosure norms.

• Engage with analysts to respond to information requests and gather market views, industry news and stakeholder perceptions.

• Review analyst reports and financial models, flag factual inaccuracies, and maintain the sell-side coverage and consensus estimates database.

• Track actual financial performance against market expectations.

• Analyse peer shareholding and identify potential domestic and international investors.

• Maintain the investor database/CRM, investor targeting lists and annual Investor Relations calendar covering results, earnings calls, AGM and conferences.

• Conduct weekly shareholding analysis to understand buying and selling patterns of FPIs, mutual funds, insurers and other institutional investors.

• Monitor daily stock prices, trading volumes and institutional holding changes, and circulate periodic updates to senior management.

2. Earnings & Results Cycle

• Coordinate quarterly earnings calls end-to-end, including scheduling, logistics, call scripts and management Q&A preparation.

• Ensure timely dissemination of earnings-call audio recordings and transcripts.

• Prepare quarterly earnings updates, investor presentations, press releases, fact sheets and Excel databooks.

• Reconcile financial figures across results, presentations and stock exchange filings.

• Maintain and update a comprehensive Q&A/FAQ bank and key-messages document every quarter.

3. Competition & Industry Benchmarking

• Analyse peer companies' quarterly results across financial, business and operating metrics.

• Track key metrics, including AUM growth, margins, cost of funds, asset quality, credit cost, ROA/ROE, capital adequacy and valuation multiples.

• Maintain peer benchmarking models and comparative analysis.

• Attend competitors' quarterly investor calls and summarise key outcomes for senior management.

• Track industry research, regulatory developments from RBI, SEBI and other authorities, macroeconomic variables, and news affecting the economy and financial services sector.

4. Corporate Communication

• Prepare investor presentations and communication materials for meetings and conferences.

• Draft speeches, scripts and talking points for management during earnings calls and investor events.

• Contribute to the Annual Report, including investor-facing sections and Management Discussion & Analysis (MD&A).

• Manage press releases and stock exchange intimations.

• Keep the Investor Relations sect

• of the company website updated and compliant with applicable requirements.

• 5. Regulatory Compliance & Governance

• Ensure investor communications comply with SEBI (LODR) Regulations, the Code of Fair Disclosure and applicable insider trading regulations.

• Safeguard unpublished price-sensitive information (UPSI) and observe applicable quiet periods.

• Coordinate with Compliance and Company Secretarial teams on analyst/investor meeting intimations, shareholding patterns, AGM and postal ballot matters, and shareholder queries.

• Maintain accurate records of investor interactions, presentations shared and disclosures made.

• 6. CEO's Office Support

• Support the CEO/MD on strategic initiatives, business reviews and special projects across the organisation.

• Prepare board presentations, management review decks, briefing notes and dashboards.

• Develop presentations and materials for board, committee and key internal and external meetings.

• Track action items from management and board reviews and follow up with business units to ensure timely closure.

• Conduct business research and analysis and handle ad hoc data requests from senior leadership.

• Key Skills & Competencies

  1. Microsoft PowerPoint – Expert (Non-Negotiable)

• Independently build investor-grade earnings decks, investor presentations and board/management presentations from a blank slide, rather than merely editing existing presentations.

• Demonstrate strong financial storytelling by converting complex financial information into clear messages, charts, bridges and callouts.

• Maintain consistent branding, master slides, alignment and presentation accuracy.

• Work efficiently under tight deadlines, including overnight revisions.

• Create and maintain Excel-linked charts and tables that update accurately.

• 2. Microsoft Excel – Advanced (Non-Negotiable)

• Perform financial analysis, peer benchmarking, consensus/variance tracking and shareholding analysis.

• Demonstrate proficiency in XLOOKUP, INDEX-MATCH, SUMIFS, pivot tables, charts and dynamic dashboards.

• 3. Financial Acumen

• Sound understanding of financial statements and key financial ratios.

• Knowledge of the BFSI/NBFC and housing finance sectors.

• Familiarity with key metrics such as NIM, spreads, cost of funds, GNPA/NNPA, credit cost, ROA/ROE, capital adequacy, AUM and disbursement trends.

• 4. Communication & Stakeholder Management

• Excellent written and verbal communication skills.

• Ability to explain complex financial information clearly to senior stakeholders and external investors.

• Confidence when interacting with analysts, fund managers and senior management.

• Ability to handle challenging questions with composure and credibility.

• Strong interpersonal skills and the ability to coordinate across internal teams and external stakeholders.

• 5. Ownership & Efficiency

• High attention to detail and accuracy when handling confidential and price-sensitive information.

• Ability to meet tight deadlines, particularly during the quarterly results season.

• Strong planning, prioritisation and organisational skills.

• Proactive follow-through and the ability to complete tasks with minimal supervision.

• Initiative to identify improvements, develop efficient processes and automate repetitive tasks.

• Good to Have

• Prior experience in Investor Relations, sell-side equity research or buy-side equity research covering BFSI/NBFC companies.

• Experience with earnings-call preparation, Annual Report drafting or investor roadshows.

• CFA Level II/III cleared, or CA qualification with strong capital markets exposure.

• Familiarity with debt capital markets and credit-rating processes.

• Ideal Candidate Profile

  We are looking for a confident, analytical and detail-oriented professional with 3–5 years of relevant experience, strong financial understanding, advanced Excel skills and expert-level PowerPoint capabilities. The ideal candidate should be able to independently prepare investor presentations, analyse financial performance, support earnings communication and manage stakeholder interactions while adhering to regulatory disclosure requirements.

• Analyse large datasets efficiently.

• Reconcile figures across financial results, databooks and presentations.

• Build checks and audit trails to ensure data integrity.