Vice President (Investor Relations)

Role : Vice President (Investor Relations)

DETAILS OF EDUCATIONAL QUALIFICATION, EXPERIENCE, SKILLS, BRIEF JOB PROFILE & KEY RESPONSIBILITY AREA:

EDUCATIONAL QUALIFICATION

(As on )

Mandatory:

PGDM/PGDBM/MBA or its equivalent from recognized university/ college.

Preferred:

Specialization in Finance will be preferred.

Preferred Certification: CFA

EXPERIENCE

& SPECIFIC SKILLS

(As on )

EXPERIENCE :

Mandatory:

Minimum 15 years work experience in BFSI, out of which at least 5 years work experience in investment banking/ investor relations/ corporate finance roles

Preferred:

Experience in analyzing financial statements and ratios used in banking, preparing financial models and presentations and familiarity to various RBI and SEBI guidelines and capital market will be preferred.

SPECIFIC SKILLS:

Excellent proficiency in various Office Productivity tools including but not limited to MS Office suite. Further a candidate should be proficient in written, communication and presentation skills.

(Training & Teaching experience will not be counted for eligibility)

Note: Experience Certificate/Any other Document evidencing the relevant/essential experience needs to be submitted by the applicant. Document(s) submitted by the candidate will be considered on merit at the sole discretion of the Bank and Banks decision shall be final.

JOB PROFILE:

Investor interaction management: Maintaining an exhaustive database of incoming meeting requests from bankers, fund houses and brokerages; screen profile of investors and arrange for interactions with the Top Management; detailed profiling of investors to the Top Management for information prior to an interaction; collect and compile supporting data from different departments and prepare the talk tracks, as and when required; ensure adherence to post-interaction compliances.

Annual Rating Surveillance: Independently manage requests for information for annual rating exercise by all empaneled domestic and foreign rating agencies; facilitate interactions of the analysts and rating committee members with the Top Management of the Bank; review and assess draft rating reports and verify any factual inaccuracies or inadvertent data disclosures; analyze and summarize the rating reports of all the rating agencies for the major peer Banks and present to the Top Management; periodic review of updates, if any, on the ratings.

Shareholding analysis: Track shareholding pattern of the Bank, analyze actions on the stock by major shareholders and present the same to the Top Management on a periodic basis.

Presentations for quarterly and annual closing: Pivotal role in preparing the presentation for the quarterly closing; assess the information requirements of the analyst and investor community in the backdrop of some new regulations/ evolving scenario; formulate disclosure theme and prepare the presentation deck.

Analysis of market commentary on the Bank and its peers: Analyze the reports by various analysts on the Bank and also its peers and share a summary of the key points to the Top Management on a quarterly basis as well as from time to time.

Arrangements for investor interactions and analyst calls/ meets: Liaise with all internal stakeholders for arrangement of analyst calls and meets; take timely approvals from relevant authorities for the smooth conduct of the event; ensure strict adherence to processes as per laid down protocols.

Any other ad-hoc projects: There may be ad-hoc analytical or strategic projects from time-to-time; Full time involvement in the team for capital fund raise exercise, as and when it happens.

KRA:

Organizing investors meetings and conferences with current and prospective investors.

Analysis of Analysts Reports.

Provide feedback to management regarding the investment communitys perception of how SBI is being managed and their view of its financial results. Develop and maintain an Investor Relation plan.

Serve as the key point of contact for the investment community, equity analysts and rating agencies.

Formulating medium term and long-term narratives for interaction with market participants.

Expectations management of market participants and identifying value drivers for the Bank from interaction with market participants.

Institutionalizing feedback mechanism from market participants.

Rating rationale verification and data validation.

Monitoring the significant Investor Shareholdings.

Conducting Analysts Meet and Post-result discussions.

Conceptualizing and preparing new slides for analyst and other internal presentations.

Any other work entrusted by the department.

Remarks: KRAs: KRAs shall be assigned on joining. Job Profile mentioned above are illustrative. Role/Jobs in addition to the above mentioned may be assigned by the Bank from time to time for the above post.