MS Office
Chintan Sudhir Kotak
Investor Relations
Navi Mumbai
Summary
Knowledgeable and results-driven Investor Relations professional with a solid track record of managing investor communications and fostering strong stakeholder relationships. Successfully executed strategic initiatives that enhanced company visibility and investor engagement. Demonstrates expertise in financial reporting, ESG disclosures, and market analysis to support informed decision-making and drive fair valuation.
Overview
10
10
years of professional experience
3
3
Certifications
6
6
Languages
Work History
Deputy Manager Investor Relations
Transrail Lighting Limited
09.2024 - Current
- Spearheading the Investor Relations function post-IPO, ensuring transparent market communication.
- Drafted quarterly earnings packs including results press releases, presentations, FAQs, and call scripts.
- Organized and coordinated investor conferences, roadshows, and one-on-one meetings for effective communication and engagement.
- Streamlined investor inquiries response process to enhance stakeholder satisfaction levels.
- Developed a comprehensive investor database for targeted outreach efforts that resulted in increased interest from the investment community.
- Collaborated with MD and CFO to craft investor narratives aligned with business growth and strategy.
- Initiated BRSR data collection by identifying key stakeholders, defining metrics, and setting reporting timelines.
- Managed the production of quarterly updates, and other financial communications materials to maintain transparency.
- Coordinated with exchanges, compliance, and merchant bankers for regulatory filings and listing updates.
- Enabled timely dissemination of relevant news by closely collaborating with public relations department.
- Conducted competitor benchmarking and supported internal strategy and messaging.
- Initiated IR webpage revamp, integrating all key investor disclosures and ESG communication.
- Created internal FAQs highlighting project wins, expansion drivers, and financial discipline.
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Played an instrumental role in the successful execution of investor relations strategies, ensuring management''s messages were effectively communicated to relevant stakeholders.
- Streamlined internal communications processes between finance, legal, operations departments while preparing materials for earnings releases.
- Assisted in securing favorable coverage from equity research analysts resulting in improved stock ratings.
- Established robust internal reporting systems that facilitated timely access to relevant information for senior management decision-making processes.
Deputy Manager Investor Relations
Patanjali Foods Limited
08.2022 - 08.2024
- Investor Communications Strategy: Led and executed comprehensive investor communication strategies, enhancing investor confidence and stakeholder relationships.
- Relationship Management: Cultivated strong relationships with institutional investors, analysts, and financial media, elevating the company's reputation within the investment community.
- Cross-Functional Collaboration: Collaborated with teams to deliver impactful investor presentations, manage investor relations programs, and expand the investor base.
- Financial Reporting Oversight: Worked closely with senior management and legal teams, ensuring accurate and timely communication of financial results and regulatory updates.
- Market Analysis and Insights: Conducted in-depth financial analysis and market research, providing valuable insights to senior management and investors.
- Publication Leadership: Resealed the first integrated Annual Report and the inaugural Business Responsibility and Sustainability report, highlighting the company's commitment to ESG.
- BRSR Coordination and Release: Orchestrated data collection and reporting for the inaugural Business Responsibility and Sustainability Report (BRSR), ensuring comprehensive coverage. Additionally, oversaw the release of the first BRSR report during the tenure.
- Won the best employee of the quarter for Q1FY24
Assistant Account Manager - Investor Relations
Adfactors PR
02.2018 - 08.2022
- Developed customized IR solutions tailored to each client’s strategic priorities.
- Maintained strong client relationships post-engagement, enhancing retention and satisfaction.
- Streamlined account management processes to boost operational efficiency.
- Designed key communication materials: investor presentations, earnings releases, fact sheets, and press releases.
- Led execution of investor events including conferences, roadshows, concalls, and one-on-ones.
- Built and maintained relationships with Fund Managers, Analysts, HNIs, Family Offices, AIFs, and other financial stakeholders.
- Curated and updated investor websites; managed investor/analyst meeting documentation.
- Analyzed and summarized analyst reports to identify sentiment and strategic feedback.
- Conducted regular shareholding analyses (weekly/monthly/quarterly) and peer benchmarking.
- Trained and evaluated junior associates, driving team effectiveness.
- Conducted perception studies, dipstick analyses, and investor surveys for continuous feedback loops.
- Contributed to new business development pitches and strategic proposals.
- Created retail investor engagement programs via:
Collaboration with independent analysts
Blogger/influencer engagement (YouTube, Twitter, LinkedIn)
Partnerships with retail research platforms - Spearheaded IR for startups by crafting pitch decks and facilitating investor connects (VCs, PEs, Impact Funds).
- Supported senior account managers in developing long-term strategies aimed at growing existing client portfolios.
- Participated in cross-functional projects, working collaboratively with colleagues from various departments to achieve shared goals.
- Established strong rapport with new clients by conducting thorough needs assessments and offering tailored account solutions.
Investor Relations Associate
Valorem Advisors
07.2015 - 02.2018
- Created targeted investor outreach plans, attracting new investments and expanding the company''s shareholder base.
- Contributed insights into shareholder perspectives during strategic decision-making discussions with senior executives.
- Developed comprehensive investor presentations for quarterly earnings calls, ensuring accurate financial data representation.
- Analyzed financial data to assist in determining fair market value for equity offerings, supporting the company''s capital raising efforts.
- Conducted thorough industry research to identify market trends and benchmark performance against competitors.
Education
PGDM - Finance
ITM Business School
Kharghar, Navi Mumbai 04.2001 -
BMS - Finance
Pillai’s College of Arts Commerce And Science
Panvel, Navi Mumbai 04.2001 -
HSC - Maharashtra Board
Mahatma College of Arts Commerce And Science
Panvel, Navi Mumbai 04.2001 -
SSE - Maharashtra Board
St. Joseph’s High School
Kalamboli, Navi Mumbai 04.2001 -
Skills
- Corporate governance
- Stakeholder management
- Teamwork and collaboration
- Multitasking and Time Management
- Quick Learning
- Problem Solving
Accomplishments
- Won the 'Best Employee of the Quarter' for Q1FY24 at Patanjali Foods Limited.
- Won 'Employee for the Month' for three consecutive months at Valorem Advisors.
- Ranked 4th in India at Entreprenet 2014 (B-plan competition).
- Participated in Tata Crucible Campus Quiz 2014.
- Certified in musical instruments: Tabla and Harmonium (Level-2).
- Volunteered for "Chalo English Shikhayein" at Dharma Bharathi Mission.
- Certified in computer hardware assembly.
Software
Bloomberg Terminal
Ace Equity
Capitaline
MetaStock
Certification
CFA program candidate - Completed Level I
Timeline
Deputy Manager Investor Relations
Transrail Lighting Limited
09.2024 - Current
Deputy Manager Investor Relations
Patanjali Foods Limited
08.2022 - 08.2024
CFA program candidate - Completed Level I
11-2021
PG Certification in Digital Marketing & Communication from Upgrad & MICA
02-2020
Certification of Investor Relations from BSE & IR Society India
02-2019
Assistant Account Manager - Investor Relations
Adfactors PR
02.2018 - 08.2022
Investor Relations Associate
Valorem Advisors
07.2015 - 02.2018
PGDM - Finance
ITM Business School
04.2001 -
BMS - Finance
Pillai’s College of Arts Commerce And Science
04.2001 -
HSC - Maharashtra Board
Mahatma College of Arts Commerce And Science
04.2001 -
SSE - Maharashtra Board
St. Joseph’s High School
04.2001 -
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