Management Trainee - Offshore

Job Description

Key Responsibilities

1. Investor Communication & Engagement Support

. Assist in handling routine investor queries and information requests under supervision.

. Support preparation and dissemination of standard investor communications such as factsheets, notices, updates, and mailers.

. Assist in execution of investor engagement initiatives including webinars, meetings, and outreach programs.

. Coordinate logistics for investor meetings and events (materials, invites, attendance tracking).

. Maintain basic trackers for investor interactions, engagement, and follow-ups.

2. Distribution Support

. Support communication and coordination with distribution partners and internal relationship teams for GIFT City products.

. Assist in sharing standard product information, presentations, and approved materials with distributors.

. Maintain distributor contact lists, onboarding status, and basic MIS.

. Support resolution of routine distributor queries through coordination with internal teams.

3. Activation & Campaign Support

. Assist in execution of investor and distributor activation initiatives such as campaigns, product launches, and outreach programs.

. Support preparation of activation materials including presentations, emailers, and trackers.

. Track responses, participation, and basic effectiveness metrics of activation initiatives.

. Provide ongoing operational support for engagement and activation programs.

4. Reporting & Data Support

. Assist in compiling periodic investor and distributor reports, presentations, and data packs.

. Support data collation from internal teams for reporting and engagement requirements.

. Maintain and update investor and distributor databases and MIS trackers.

5. Coordination & Operational Support

. Coordinate with internal teams such as Operations, Compliance, Finance, and Legal to gather required information.

. Assist in investor and distributor onboarding documentation and follow-ups for missing information.

. Support interaction with service providers and internal stakeholders for routine information exchange.

6. Compliance & Documentation

. Follow prescribed templates and processes to ensure communications adhere to regulatory and internal guidelines applicable to IFSC / GIFT City.

. Maintain proper documentation and records of investor and distributor communications.

. Support audits, reviews, and internal checks by providing required data and documents.

7. Learning & Process Support

. Develop working knowledge of regulatory requirements related to investor communication and distribution in GIFT City / IFSC.

. Support documentation of processes and standard operating procedures.

. Assist in ad-hoc tasks and projects related to GIFT City operations.