Investor Acquisition & Support Executive

Job Description

Investor Acquisition

• Identify and connect with prospective investors through calls, referrals, campaigns, and other lead generation activities.

• Introduce Prachay Group s investment offerings and generate interest among potential investors.

• Convert qualified leads into active investors through consistent follow-ups.

• Build a strong pipeline of prospective investors and achieve monthly acquisition targets.

Investor Support Relationship Management

• Serve as the first point of contact for investor queries and provide timely resolutions.

• Coordinate with internal teams to ensure a seamless onboarding and investment experience.

• Maintain regular communication with existing investors to build long-term relationships.

• Ensure high levels of investor satisfaction through prompt and professional support.

• Investor Engagement

• Keep investors informed about new investment opportunities, company updates, and market developments.

• Conduct follow-up calls and engagement activities to strengthen investor relationships.

• Assist in organizing webinars, seminars, investor meets, and promotional events.

• Gather investor feedback and recommend improvements to enhance the overall customer experience.

Customer Experience Query Resolution

• Handle inbound and outbound communication through calls, emails, and WhatsApp.

• Resolve investor concerns with empathy, professionalism, and ownership.

• Maintain accurate records of investor interactions in CRM and ensure timely follow-ups.

• Deliver an exceptional customer experience at every touchpoint. opportunities.

Reporting Process Compliance

• Maintain investor databases and ensure data accuracy.

• Prepare daily, weekly, and monthly reports on lead generation, conversions, and investor engagement.

• Adhere to company policies, compliance requirements, and operational processes.

• Continuously upgrade product knowledge and stay informed about fixed-income investment products.

Skills and Knowledge

• Excellent verbal and written communication skills.

• Strong interpersonal and relationship-building abilities.

• Customer-centric mindset with outstanding problem-solving skills.

• High energy, confidence, and persuasive communication.

• Ability to engage and influence people over calls and meetings.

• Self-driven with a passion for sales and customer service.

• Good presentation and negotiation skills.

• Strong follow-up and time management abilities.

• Basic understanding of financial products.

Educational Qualification

Any Graduate or Postgraduate/ NISM Certification would be an added advantage/CFA Pursuing or Charter holders can also apply