IDFC FIRST Bank | Associate Manager - Investor Relations

Role & responsibilities

• The role will support the Investor Relations function in managing communication with investors, analysts, rating agencies and other market participants.
• The incumbent will be responsible for financial analysis, preparation of investor communication materials, peer benchmarking, shareholder analytics, regulatory disclosures support, AI and Automation and execution of strategic IR initiatives.
• The role offers exposure to senior management, capital markets, banking strategy, financial analysis and investor engagement.
• Support quarterly earnings processes including investor presentations, press releases, earnings scripts and Q&A preparation.
• Coordinate with analysts, institutional investors, rating agencies and other external stakeholders.
• Maintain investor interaction trackers and prepare meeting summaries.
• Support participation in investor conferences, roadshows and non-deal roadshows.
• Analyse quarterly and annual financial performance of the Bank and peer institutions.
• Track key banking metrics including loan growth, deposits, NIM, asset quality, fee income, profitability and capital adequacy.
• Prepare management briefing notes and thematic industry analyses.
• Develop benchmarking reports covering private sector and small finance banks.
• Monitor shareholder movements and ownership trends across domestic and foreign institutional investors.
• Analyse mutual fund, insurance, pension fund and FII holdings.
• Track share price performance, market developments and sector news.
• Prepare regular market intelligence updates for senior management.
• Assist in preparation of investor presentations, annual reports and other investor communication materials.
• Ensure consistency of messaging across all investor-facing communication.
• Support review of earnings call scripts, FAQs and speaking notes.
• Track research reports published by sell-side analysts, prepare summaries of analyst views and estimate revisions.
• Analyse industry data and economic released by RBI, IBA and other regulatory bodies.
• Monitor developments across competitor banks and fintech companies.
• Support development of automated dashboards and reporting tools.
• Maintain structured databases for analyst models, peer financials and investor interactions.
• Research & Industry Tracking
• Leverage Excel, Power BI, VBA, Power Automate and Copilot-based solutions to improve efficiency.

Qualifications

• Experience: 2 - 5 years of relevant experience in: Investor Relations, Equity Research, Corporate Strategy, FP&A.
• Strong financial statement analysis, Advanced Excel and PowerPoint, Financial modelling and valuation, Data analytics and dashboarding, Familiarity with Bloomberg (preferred), Knowledge of Power BI, VBA, Power Automate and AI tools is an advantage

IDFC FIRST Bank Limited

IDFC FIRST Bank took its present form on 18 December 2018, when IDFC Bank and Capital First merged. IDFC Bank had been launched in November 2015 through a demerger from IDFC Limited, the infrastructure finance company set up in 1997, while Capital First brought a retail lending business built around consumers and small entrepreneurs. IDFC Limited, the former holding company, was itself merged into the bank with effect from 1 October 2024, leaving a simpler structure with no holding company and no promoter. Listed on the NSE and BSE, the bank has its corporate office at Bandra-Kurla Complex in Mumbai and its registered office in Chennai, and lends mainly to retail, rural and small-business customers.

Finance-side roles at the bank include credit managers for loans against property, rural branch lending and wholesale banking, trade finance operations staff, reconciliation and operational-risk work in wholesale banking, internal auditors (including gold-loan audit), due-diligence quality control and business finance analysis. Openings are spread over cities such as Mumbai, Navi Mumbai, Thane, New Delhi, Bengaluru, Hyderabad, Ahmedabad, Jaipur and Lucknow. Many postings accept a graduate or postgraduate in any discipline, often a B.Com, BMS or BBI, while several credit and finance roles ask for a CA or an MBA in Finance, or list CA, CFA or ICWA as preferred.

• Industry: Banking: retail, rural and MSME lending, deposits, wealth management, and wholesale and trade banking
• Headquarters: Mumbai, India (corporate office at Bandra-Kurla Complex); registered office in Chennai
• In India: IDFC FIRST Bank Limited, listed on the NSE and BSE, with its corporate office in Mumbai, its registered office in Chennai and branches across India