Investor Acquisition & Support Executive

Prachay Group; Pune District; On-site; INR 450,000 - 650,000; Full time

Job summary

Prachay Group is seeking an energetic Investor Relations professional in Pune to drive investor acquisition, support, and engagement. You will identify prospective investors, present investment offerings, and convert leads into active investors while maintaining a robust pipeline.

You will also handle investor queries, coordinate onboarding, and ensure a smooth experience across touchpoints. A background in financial products and strong communication are essential.

Qualifications

• Excellent verbal and written communication.
• 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.

Responsibilities

• Identify and connect with prospective investors through calls, referrals, campaigns and lead generation.
• 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.
• Serve as the first point of contact for investor queries and provide timely resolutions.
• Coordinate with internal teams to ensure 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.
• 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

Verbal communication

Written communication

Interpersonal skills

Relationship-building

Persuasive communication

Sales mindset

Time management

Presentation skills

Negotiation skills

Self-driven

Education

Graduate

Postgraduate

NISM Certification

CFA candidate/charter

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.

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.