VP – Group Investor Relations & Performance Monitoring/ Reporting

Job Description – VP, Group Investor Relations & Performance Monitoring

Position: VP – Group Investor Relations & Performance Monitoring/Reporting
Department: Finance
Reporting To: Group CFO
Location: Pune
Company: Bajaj Finserv Limited

Job Purpose

The role will lead Group-level Investor Relations initiatives across listed and unlisted subsidiaries while driving financial performance monitoring, strategic reporting, financial modelling, benchmarking, and M&A support activities. The incumbent will work closely with the Group CFO, CMD, Board, and subsidiary leadership teams to strengthen investor engagement and business performance oversight.

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