AddressNational Manager - Investor Relations (Banking pref)
ABOUT THE COMPANY:
Being amongst the leading small finance banks in the country, as a mass market bank, our client remains committed to serve the unserved and underserved segments through financial and digital inclusion.
ROLE PURPOSE & OBJECTIVE:
1. Overall financial planning and strategy, budgeting, analysis and tracking of performance.
2. Help in decision making with appropriate analysis of business and market/ competitor landscape.
3. Regularly upraise management and Board on budgeted vs actual performance and variance analysis. Discuss with business teams on deviations, plan for corrective action and follow-up.
4. Review capital adequacy requirements at regular intervals and initiate fund raise process through appropriate routes like QIP, Rights issue, Follow-on Public Issue, debt syndication etc.
5. Establish Investor Relations best practices and create strong brand Ujjivan among global and domestic investor base and sell-side analysts
6. Build strong network and excellent relationship with all capital market intermediaries including merchant bankers.
Business/ Financials:
- Initiates and co-ordinates the formulation of business plans and annual budgets, and monitors progress towards their achievement.
- Engages with senior management teams and various Board Committees to develop short, medium, and long-term financial plans and projections for the organization.
- Develops and utilizes financial models and activity-based financial analysis to provide a basis for investment decisions and business planning.
- Finalizes short term/medium/long term business plans, forecasting, internal/external benchmarking, financial statement review and providing financial analysis to aid in decision making.
- Develops and monitors business performance metrics and works with Cost centers and key management people to monitor department financial performance, highlight trends across key performance indicators and analyze abnormalities.
- Creates demand forecasts, business segment projects, ad-hoc business case models and sensitivity analysis.
- Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purpose.
- Analyzes revenue and costs, understanding variances against forecast, budget and prior year; presents meaningful analysis with solutions to the senior management.
- Supports the development of periodic reports on business scorecard and dashboards with key business metrics to guide key information for decision making and benchmark progress against targets, initiatives and strategies.
- Prepares monthly management business reporting packs, quarterly Board packs, Q&A support material for earnings call.
Investor Relations:
- Formulates communication strategy for the bank basis the organizational objectives and business plan/ outlook.
- Develops and maintains relation with different investor classes and sell-side analysts through planned and unplanned communication forums with focus on increasing visibility among investor community.
- Plans, leads and one-point contact for various discussions with different stakeholders including investors, sell-side analysts, internal management team, and various capital intermediaries.
- Organizes and represents the Bank in management meetings, conferences, road shows etc. to disseminate the Banks's strategy, outlook, performance etc.
- Manages fund raising process for the Bank, as and when required, through appropriate routes like QIP, Rights issue, Follow-on Public Issue, debt syndication etc.
- Favorably influences investor perception about the Bank with a brand building strategy.
- Analyzes trends in institutional shareholder base movement.
Customer (Both Internal & External):
- Forges meaningful relationships with departmental heads and become a trusted FP&S partner, highlighting risks, documenting and/or building simulations and sensitivity analyses and suggesting solutions to problems as they arise.
- Proactively engages and builds strong relationships with the business teams to stay connected on strategies and initiatives.
- Communicates company financials, business operations, strategy, processes etc. to the institutional investors and sell-side analyst community.
- Works closely with various business heads, senior management to understand business strategy, outlook, performance etc.
- Communicates key messages from investors and analysts to senior management. Landscape analysis on peer performance and communication strategy.
Internal Process:
- Complies with all SEBI requirements under various regulations; work closely with Company Secretary in this regard.
- Analyzes company performance and strategy and preparing report/ MIS deck for senior management periodically.
Innovation & Learning:
- Builds and monitors manpower to ensure sufficient knowledge, experience, professional qualifications in FP&S.
- Imparts capital market related skills, know-hows and domain knowledge to Investor Relations team and equip them to execute Investor Relations strategy of the Bank.
- Monitors the knowledge levels and identify skills gaps of the FP&S/ IR team and put in place a continuous training program to update their knowledge and skills.
- Identifies sensitive roles and create back-ups to ensure uninterrupted operations.
- Supervises the performance of employees and conduct their annual performance appraisal. As a skip level supervisor oversee the performance of second level managers, identify their training and development needs.
- Identifies various areas to improve efficiencies in the department and engage technology solution to improve productivity especially in transactional job areas.
- Builds powerful networks with various industry bodies to imbibe and share best practices.
- Keeps abreast of internal and regulatory guidelines and make adequate changes as required.
- Undertakes additional certifications, trainings and mandatory programs advised by HR department.
