Key Responsibilities:

Investor Relations:

- Prepare and deliver investor presentations, quarterly earnings materials, and management notes.

- Develop strategies to expand analyst and investor coverage.

- Manage investor and prospective investor interactions across group companies.

- Lead investor roadshows, equity raises, and debt issuance preparations.

- Track analyst reports and provide executive summaries to senior management.

- Monitor valuations and key market parameters of subsidiaries.

- Build and maintain strong relationships with analysts, investors, and rating agencies.

Performance Monitoring & Reporting:

- Review monthly performance reports, flash reports, and rolling estimates from subsidiaries.

- Provide actionable business insights to the Group CFO and CMD.

- Lead CMD Monthly Business Review (MBR) preparation.

- Review Annual Operating Plans (AOP) and Long-Range Strategy (LRS) documents.

- Monitor reports from Risk, Actuarial, and Strategy teams and recommend corrective actions.

- Conduct deep-dive analyses into underperforming businesses, products, and geographies.

- Drive peer benchmarking and competitive analysis.

- Oversee capital management reporting and investment portfolio optimization.

Regulatory & Financial Reporting:

- Support and drive IFRS 17 implementation and ongoing compliance.

- Review and analyze Risk-Based Capital (RBC) requirements and regulatory capital adequacy.

- Ensure adherence to regulatory frameworks including IRDAI, SEBI, and RBI requirements.

Strategic Initiatives & M&A:

- Build financial models for business planning and scenario analysis.

- Lead acquisition studies, due diligence, and valuation exercises.

- Support new company and subsidiary setup initiatives.

- Conduct feasibility studies for new products, market expansions, and joint ventures.

- Collaborate on transaction structuring and regulatory filings for corporate actions.

Key Challenges:

- Managing diverse internal and external stakeholders.

- Maintaining transparency while adhering to regulatory requirements.

- Ensuring consistent investor messaging across group entities.

- Managing market volatility and investor sentiment.

- Consolidating complex business performance data into actionable insights.

Key Decisions:

- Investor communication and positioning strategies.

- Capital raising and fundraising recommendations.

- Valuation positioning and market perception management.

- Strategic planning and financial priorities.

- M&A recommendations and investment decisions.

- Investor targeting and engagement strategies.

Internal Stakeholders:

- Finance

- Legal & Compliance

- Taxation

- CMD Office

- Corporate Communications

- Strategy Teams

External Stakeholders:

- Investors and Analysts

- Rating Agencies

- IRDAI

- SEBI

- RBI

Team Size:

- Managing a team of 4 members.

- Moderate travel for investor meetings, roadshows, and regulatory interactions.

Educational Qualifications:

- CA / CFA / MBA (Finance)

Experience:

- 15+ years of experience in Financial Planning, Corporate Finance, Investor Relations, or Strategic Finance.

- Prior experience in Insurance and diversified Financial Services organizations preferred.

- Proven track record in Investor Relations, Financial Modelling, Strategic Planning, and Business Performance Management.

Key Competencies:

- Financial Modelling & Valuation

- Strategic & Analytical Thinking

- Investor Relations & Stakeholder Management

- Regulatory Knowledge (IFRS, Ind AS, Insurance Regulations)

- Excellent Communication & Presentation Skills

- Project Management & Execution Excellence

- Attention to Detail and Business Acumen