Associate – Investor Relations

Qode; Mumbai; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Opportunity to work closely with senior leadership

Access to continuous training

Recognition and rewards for performance

Convenient office location

Job summary

Qode is seeking a dynamic Associate – Investor Relations in Mumbai to engage with prospective investors and convert leads into clients. This role offers a chance to drive the entire sales cycle and build long-term investor relationships.

The ideal candidate should possess strong communication and negotiation skills, along with a Bachelor's degree and 1–3 years of experience in related fields. Benefits include professional growth and access to a collaborative culture in a prime office location.

Qualifications

• 1–3 years of experience in Sales, Wealth Management, Financial Services, Investor Relations, or Business Development.
• Experience in handling client calls and lead conversions.
• Knowledge of financial markets and investment products is an advantage.

Responsibilities

• Engage with prospective investors to convert leads into clients.
• Drive the complete sales cycle from lead qualification to investor onboarding.
• Achieve monthly and quarterly acquisition and revenue targets.

Skills

Communication skills

Persuasion skills

Relationship management

Negotiation skills

Education

Bachelor's degree in any discipline

Tools

CRM tools

Microsoft Office

Job description

About The Role

We are looking for a dynamic Associate – Investor Relations to engage with prospective investors, convert qualified leads into clients, and build long-term investor relationships. This is a revenue-focused role requiring strong communication, persuasion, and relationship management skills.

Key Responsibilities

• Engage with prospective investors who have expressed interest in Qode's investment offerings.
• Conduct discovery calls, understand investor requirements, and present relevant investment opportunities.
• Drive the complete sales cycle from lead qualification to investor onboarding and conversion.
• Follow up with prospects through calls, emails, and meetings to maximize conversions.
• Build and maintain strong relationships with investors.
• Maintain accurate records of leads, interactions, and conversion status in the CRM system.
• Coordinate with internal teams to ensure a seamless onboarding experience for investors.
• Achieve monthly and quarterly acquisition and revenue targets.
• Provide regular updates and reports on lead pipeline and conversion performance.

Requirements

• Bachelor's degree in any discipline.
• 1–3 years of experience in Sales, Wealth Management, Financial Services, Investor Relations, or Business Development.
• Strong communication, negotiation, and relationship-building skills.
• Experience in handling client calls and lead conversions.
• Familiarity with CRM tools and Microsoft Office.
• Knowledge of financial markets and investment products will be an added advantage.

Preferred Background

Candidates from Wealth Management, Mutual Funds, PMS, AIF, Insurance, Banking, Financial Advisory, or Investment Sales backgrounds will be preferred.

Benefits

Professional Growth: Opportunity to work closely with senior leadership and gain exposure to high-calibre investors, family offices, and institutional clients.

Learning & Development: Access to continuous training across communication, financial markets, and investment products to accelerate career progression.

Fast-Growing Organization: Be part of a high-growth investment management firm where performance is recognized and rewarded.

Collaborative Culture: Work with a driven, intellectually curious team in an environment that values ownership, meritocracy, and excellence.

Prime Office Location: Conveniently located in Lower Parel with excellent connectivity and a modern, well-maintained workspace.