Roles & Responsibilities
As an Investor Relations Manager, you will be responsible for managing the complete investor engagement lifecycle—from initial inquiry to successful investment.
Key Responsibilities
● Handle inbound and outbound investor leads via calls, WhatsApp, email, and other communication channels.
● Follow up consistently with prospective investors to answer queries and move them through the investment funnel.
● Schedule meetings and investment discussions between investors and the leadership team.
● Maintain an organized pipeline of investor leads and update the CRM with every interaction.
● Build strong relationships with existing and potential investors through regular communication.
● Convert qualified investor leads into successful investments by understanding their requirements and addressing concerns.
● Coordinate with internal teams to ensure timely sharing of investment decks, financial documents, and other required information.
● Prepare daily, weekly, and monthly reports on lead status, follow-ups, meeting schedules, and investment conversions.
● Ensure a seamless and professional investor experience throughout the investment journey.
Required Skills
● Excellent verbal and written communication skills.
● Strong negotiation and relationship-building abilities.
● Comfortable making high-volume follow-up calls and messages.
● Ability to manage multiple investor conversations simultaneously.
● Experience using CRM tools, Google Sheets, or Excel.
● Strong organizational and time-management skills.
● Self-motivated with a target-driven mindset.
Preferred Qualifications
● 1–3 years of experience in Investor Relations, Sales, Business Development, Wealth Management, Banking, or a similar client-facing role.
● Experience working with startups, fundraising, or investment products is an added advantage.
Key Performance Indicators (KPIs)
● Number of investor calls completed per day.
● Follow-up response rate.
● Meetings scheduled with investors.
● Investor-to-meeting conversion rate.
● Meeting-to-investment conversion rate.
● Total investment value closed.
● CRM data accuracy and follow-up compliance.
Pay: ₹15,000.00 - ₹22,000.00 per month
Benefits:
Work Location: Hybrid remote in Rajarhat, Kolkata, West Bengal
