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Investor Relations Specialist (Voice process)

Investor Relations Specialist (Voice process)

TalentojSurat, Gujarat, India
26 days ago
Job description

About Wint Wealth

Wint Wealth is a fast-growing fintech startup making high-yield debt products accessible to retail investors. We empower investors with safe, transparent, and regulated opportunities beyond traditional fixed deposits.

We are seeking a highly professional and articulate individual to join our Investor Relations – Voice Process team to ensure an exceptional investor experience.

Key Responsibilities

Handle inbound and outbound investor calls with professionalism and empathy.

Educate investors about Wint Wealth’s products, investment process, and policies.

Resolve investor queries related to accounts, investments, transactions, or onboarding.

Guide investors through app / website processes (KYC, investment execution, etc.).

Coordinate with internal teams (operations, product, compliance) for issue resolution.

Ensure accurate documentation and maintain call records.

Build trust and long-term relationships with investors by providing clear, transparent, and timely communication.

Requirements

Graduate in any discipline (Finance / Commerce background preferred but not mandatory).

Excellent verbal communication skills in English.

Strong listening, problem-solving, and interpersonal skills.

Comfort with fintech apps, digital KYC, and investment platforms.

Ability to stay calm and professional under pressure.

What We Offer

Opportunity to work with a leading fintech in the wealth-tech space.

Competitive salary + performance-based incentives.

Learning and growth in financial markets, investor relations, and fintech operations.

A dynamic and collaborative startup culture.

Key Responsibilities :

Handle inbound and outbound voice calls with investors and stakeholders.

Provide information about the company’s financial performance, market updates, and other relevant investor communication.

Support investor inquiries with professionalism, accuracy, and discretion.

Assist in organizing investor calls, earnings calls, and quarterly updates.

Maintain records of investor communications in compliance with company and regulatory standards.

Collaborate with finance, corporate communications, and compliance teams for accurate dissemination of information.

Escalate critical investor queries to the Investor Relations Manager / Leadership team.

Ensure compliance with SEBI, stock exchange, and internal governance norms during communication.

Required Skills & Qualifications :

Graduate / Postgraduate in Finance, Business Administration, Commerce, or related field .

Freshers-1 Year of experience in voice process / customer interaction roles , preferably in BFSI, Investor Relations, or Financial Services.

Excellent verbal communication and articulation skills .

Strong understanding of financial statements, market terminology, and corporate performance metrics .

Proficiency in MS Office (Excel, PowerPoint, Word) .

Ability to handle sensitive information with integrity and confidentiality.

Strong interpersonal skills and the ability to build relationships with investors and stakeholders.

Preferred Qualifications (Good to Have) :

Prior experience in Investor Relations, Equity Research, or Financial Communication .

Knowledge of stock market regulations, SEBI compliance, and corporate governance .

Exposure to CRM tools and call management software.

What We Offer :

Opportunity to work closely with leadership and senior management.

Exposure to capital markets, investors, and global stakeholders.

Professional growth in Investor Relations and Financial Communications domain.

Competitive salary + performance incentives.

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Investor • Surat, Gujarat, India

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