Fintech Investment Liaison

Job Description :

Unlocking high-yield debt products for retail investors is our mission at a leading fintech startup.

Investor relations professionals are the face of our company, ensuring a seamless investor experience.

The Investor Relations – Voice Process team plays a vital role in this effort, fostering strong relationships with investors through clear and transparent communication.

• Develop exceptional communication skills to handle inbound and outbound investor calls with professionalism and empathy.
• Educate investors about our products, investment processes, and policies in a way that resonates with them.
• Resolve investor queries related to accounts, investments, transactions, or onboarding efficiently.
• Guide investors through our app / website processes (KYC, investment execution, etc.) in a step-by-step manner.
• Coordinate with internal teams (operations, product, compliance) for issue resolution, maintaining open lines of communication.
• Ensure accurate documentation and maintain call records for future reference.
• Cultivate trust and long-term relationships with investors by providing timely and transparent information.

Requirements :