Equity Sales & Investor Relations Executive

Key Responsibilities

• Engage with investor leads generated via website, campaigns, and referrals.
• Assess investor profiles and recommend suitable equity share offerings.
• Counsel investors on business fundamentals, future value potential, and exit opportunities.
• Sell in-house equity shares by explaining company valuations, growth metrics, and investment thesis.
• Maintain active communication with investors through calls, emails, and meetings.
• Address investor queries, build long-term relationships, and encourage repeat investments.
• Coordinate with internal teams (research, compliance, operations) to facilitate transactions.
• Track and report investor feedback and sales performance to management.
• Stay updated with startup ecosystem trends, funding updates, and capital markets.
  

Qualifications

• Graduate/Postgraduate in Finance, Business, or related field.
• 3+ years of experience in Investment Sales, Wealth Advisory, or Investor Relations.
• Proven ability to convert leads into investments via consultative selling.
• Strong communication and persuasion skills.
• Good understanding of equity investments, startup valuations, and market trends.
• Ability to manage multiple investor conversations and follow-ups simultaneously.
  

Certifications (Preferred)

• NISM Series XIX-A/B/C
• NISM Series XXI-A/B/C
  

Preferred Skills

• Prior experience in financial products, startup investments, or wealth tech platforms.
• CRM usage for lead tracking and pipeline management.
• Comfortable with cold calling and high-volume outreach.
• Strong interpersonal and relationship-building ability.
• Deep interest in equity markets and startup investing.