Job Description
Role Overview : The Investment Manager will own end-to-end lifecycle management of a portfolio of 300–500 individual investors with AUM of up to ₹100 Cr. The primary mandate is to raise fresh capital from existing investors and select new investors into BHIVE‘s equity-linked products — FOCO, CCD, and CCPS — while maintaining the asset leasing portfolio and ensuring world-class investor experience.
Key Responsibilities :
1. Investor Portfolio Management
• Own the full lifecycle of 300–500 assigned investors — from onboarding through renewals, rollovers, and migrations to new products
• Maintain regular, proactive communication with investors on their portfolio status, monthly payouts, and relevant updates
• Handle investor queries, concerns, and escalations with speed and professionalism
• Manage investor communications for maturity events, reinv...