JOB DESCRIPTION :

Position Title : VP Group Investor Relations & Performance Monitoring/ Reporting

Employee Interviewed :

Superior Position Title : Group CFO

Grade/Level : TBD (GB08)

Division / Department : Finance

Location : Pune

1. JOB PURPOSE :

The role will be required to lead company-level investor relations initiatives across the organization including that of the unlisted subsidiaries. In addition the role will also entail overseeing the financial performance of subsidiaries and other strategic initiatives such as financial modelling, benchmarking, etc for M&A transactions.

2. ORGANISATIONAL CHART

3. PRINCIPAL ACCOUNTABILITIES :

Investor relations (IR) :

- Delivering the basic IR deliverables such as Investor deck, Quarterly earnings call/material, management notes for investor meets, etc.

- Expanding analyst coverage - Develop strategies to expand analyst and investor coverage, building relationships with sell-side research and rating agencies

- Managing investor/prospect investor interactions - ensuring consistency in communication and right articulation of BFS strategy across all group companies

- Maximize investor meetings by identifying high-value institutional investors, preparing leadership briefings, and tracking engagement outcomes

- Lead roadshow preparation for equity raises, debt issuances, or investor daysincluding pitch decks, Q&A briefs, and logistics

- Track and synthesize analyst reports (equity research, credit ratings), preparing executive summaries with key takeaways for Group CFO, CMD and Board

- Track valuation and inputs parameters thereof for each of the subsidiaries, any material change thereof, etc

Performance Monitoring & Reporting :

- Ensure timely submission of performance monitoring decks, flash reports, rolling estimates, etc from each company

- Review of performance of subsidiaries basis monthly performance decks, analyst insights, peer benchmarking and other information and provide actionable insights to CMD/Group CFO

- Lead CMD Monthly Business Review (MBR) preparation

- Review the Annual Operating Plans (AOP) and Long Range Strategy (LRS) documents along with Group CFO to provide insights to Board/CMD. Thereafter ensure key deliverables thereof are monitored closely

- Monitor reports issued by Risk, Actuarial, and Strategy teams; escalate emerging concerns with recommended responses for each company

- Conduct deep-dive analyses into underperforming products, channels, or geographiesproviding data-driven intervention recommendations

- Drive peer benchmarking against peers players to identify competitive positioning and best practices

- Oversee capital management reporting, including solvency margins, RBC ratios, and investment portfolio optimization

Regulatory & Accounting Standards :

- Support & Drive IFRS 17 implementation and ongoing compliance, collaborating with actuarial, finance, and compliance teams on measurement models, disclosures, and audit readiness for Insurance subsidiaries

- Drive RBC (Risk-Based Capital) review and analysis, ensuring alignment with IRDAI / regulatory capital requirements.

Other deliverables :

- Build and maintain financial models for business planning, scenario analysis, and strategic decision support for various M&A opportunities

- Lead acquisition studies and due diligencedeveloping valuation models (DCF, comparable analysis, precedent transactions), synergy assessments, and integration impact analysis

- Support new company/subsidiary setup projects, including capital structuring, regulatory feasibility, licensing requirements, and pro-forma financial projections

- Conduct feasibility studies for new product launches, market expansions, and joint venture opportunities

- Collaborate with Strategy, Legal, and Compliance teams on transaction structuring and regulatory filings for corporate actions

4. MAJOR CHALLENGES :

- Managing Diverse Stakeholders : Aligning expectations and narratives across external stakeholders (investors, analysts, rating agencies) and internal leadership (Group CFO, CMD, Board, subsidiary CEOs) with often competing priorities.

- Balancing Transparency with Regulatory Constraint : Ensuring consistent and transparent communication with investors while adhering to strict regulatory frameworks (IRDAI, SEBI, RBI), especially across listed and unlisted entities.

- Ensuring Consistency Across Group Entities : Maintaining a uniform investor messaging and strategic narrative across multiple subsidiaries with differing business models, performance dynamics, and regulatory environments.

- Handling Market Volatility and Investor Sentiment : Navigating changing market conditions, valuations, and investor perceptions, particularly during periods of underperformance, capital raises, or macro-economic uncertainty.

- Complex Performance Consolidation & Insights : Integrating financial and operational data across subsidiaries to generate accurate, timely, and actionable insights for senior leadership and Board-level decision-making.

5. DECISIONS :

Decisions made by job holder :

Investor Communication & Positioning :

- Decide key messaging and narrative to be communicated to investors and analysts

- Determine disclosures, tone, and positioning during earnings calls, roadshows, and investor meetings

- Decide how to manage adverse performance communication while maintaining credibility

Capital Market & Fundraising Strategy :

- Recommend timing, structure, and approach for equity raises, debt issuances, or investor engagements

- Decide target investor segments (institutional, long-term, strategic investors)

- Evaluate market conditions vs. internal readiness for capital raising

Valuation & Market Perception Management :

- Decide valuation positioning and benchmarks for each subsidiary

- Assess and respond to analyst reports, rating actions, or market perceptions

- Recommend steps to improve valuation multiples / investor confidence

Strategic Planning & Business Alignment :

- Recommend alignment between subsidiary strategies and group-level objectives

- Provide inputs and take calls on AOP, LRS assumptions and feasibility

- Decide key financial levers and growth priorities to be presented to CMD/Board

M&A and Investment Decisions (Advisory) :

- Evaluate and recommend go/no-go decisions on acquisitions and investments (based on valuation models, due diligence insights)

- Decide key assumptions and scenarios in financial models

- Assess synergies, integration feasibility, and risks

Investor Targeting & Engagement Strategy :

- Decide which investors/analysts to engage deeply vs. selectively

- Prioritize investor meetings, roadshows, and engagement plans for maximum impact

6. RECOMMENDATIONS TO OR APPROVAL BY SUPERIOR :

Recommend investor communication strategy, capital raising plans, performance interventions, valuation positioning, M&A proposals, and key strategic financial insights to Group CFO/CMD/Board for approval.

7. INTERACTIONS :

Internal Interactions :

- Majorly - Finance, Legal & Compliance, Taxation, CMD Office, Corporate Communications, Strategy

External Interactions :

- IRDAI, SEBI, and RBI

8. DIMENSIONS :

Financial Dimensions :

Other Dimensions :

- Team Size : 4 team members

- Moderate Travel (investor roadshows, regulatory meetings, inter-office coordination)

9. SKILLS AND KNOWLEDGE :

Educational Qualifications :

- CA

Functional Skills & Behavioral Skills :

- Strong command over valuation models, hands on experience in financial modelling a must, IFRS/ Ind AS knowledge preferred

- Strategic & Analytical Thinking : Ability to connect financial metrics to business drivers and strategic outcomes

- Stakeholder Management : Influence across functions/companies and with external stakeholders (analysts, investors, regulators)

- Communication Excellence : Superior written and verbal skills; comfort presenting to C-suite, Board, and institutional investors

- Regulatory Acumen : Deep understanding of insurance and financial services regulatory environment

- Execution Orientation : Project management discipline; ability to drive multiple high-stakes initiatives under tight timelines

- Attention to Detail : Precision in financial data, disclosures, and investor-facing materials

Relevant and total years of Experience :

- 15 years in financial planning, corporate finance, or investor relations (insurance exposure preferred including exposure in a diversified financial services set up)

- Proven track record in driving business strategy and investor relations