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.

- Robust 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

📌 Investor Acquisition & Support Executive (Pune)
🏢 prachay group
📍 Pune