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Role Overview : The Investment Manager will own end-to-end lifecycle management of a portfolio of 300β500 individual investors with AUM of up to βΉ100 Cr. The primary mandate is to raise fresh capital from existing investors and select new investors into BHIVEβs equity-linked products β FOCO, CCD, and CCPS β while maintaining the asset leasing portfolio and ensuring world-class investor experience.
Key Responsibilities :
1. Investor Portfolio Management
β’ Own the full lifecycle of 300β500 assigned investors β from onboarding through renewals, rollovers, and migrations to new products
β’ Maintain regular, proactive communication with investors on their portfolio status, monthly payouts, and relevant updates
β’ Handle investor queries, concerns, and escalations with speed and professionalism
β’ Manage investor communications for maturity events, reinv...