Service Executive – Investor Relations

Job Description

1. Investor Service: · Respond to investor inquiries via phone, email or chat or text in a timely and efficient manner · Liaise with internal team like investment team , relationship managers, compliance team for documents and information needed to resolve investor queries. · Resolve investor requests and complaints in a timely manner. · Build and maintain strong relationships and ongoing communication with investors. 2. Investor Communication & Coordination · Liaise with investors to collect and process KYC documents as per regulatory guidelines. · Coordinating with referral partners and other stakeholders to manage smooth processing. · Coordinate execution of shareholder documents required for different investments on a regular basis · Dispatch official communications such as AGM notices and other compliance documents. · Ensure timely responses to investor queries in coordination with legal, compliance, and finance teams. · Manage mass communication channels of the company, including mailers, WhatsApp community and others 3. Maintaining Data and Updates · Track and maintain performance MIS for referral and channel partners · Support audits and investor reviews with timely and accurate reporting · Ensure timely updation of Investor Dashboard and Website to keep latest information available to investors · Maintain and execute portfolio companies update calendar, including coordinating with Investment team and founders to setup review calls and coordinating the call Qualification: Educational Background: Bachelor’s degree in Finance, Business Administration, or related field. Experience: Minimum 6 months previous experience in investor relations, finance, or a related area is preferred, either as full time employment or internship/industry project work. Detail-oriented and organized, with the ability to multitask and prioritize responsibilities Communication Skills: Excellent verbal and written communication skills. Tech-Savvy: Comfortable with technology and able to quickly adapt to new tools. Proficient in the utilization of Google Spreadsheets, and various CRM tools. Applications accepted from Mumbai Candidates only. Show more Show less