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 qualified 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 v

📌 Investor Acquisition (Pune)
🏢 Prachay Capital
📍 Pune