Management Trainee - Offshore

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.