Investor Relations

4 weeks ago


Bengaluru Karnataka, India ResourcePlan Full time

**About The Company**
ResourcePlan, founded by alumni of IIT Bombay and backed by prominent investors, is revolutionizing the way design businesses operate. As a leading provider of all-in-one workflow software and CRM solutions, ResourcePlan is dedicated to enhancing the profitability of A/E firms. Their vision is to offer the best project management software and CRM system specifically tailored for architects and engineering consultants.

The company aims to empower design professionals in various fields, including engineering, architecture, interior design, and more, helping them save time and increase efficiency. With their commitment to providing exceptional tools, training, and support, ResourcePlan is an ideal destination for those looking to elevate their design business to new heights.

**Job Title: Investor Relations / Customer Success**

**Key Responsibilities**:
**Client and Investor Engagement**
- Understand the business model of each client/startup.
- Shortlist potential investors and create personalized messages for each investor.
- Request client referrals and cross-sell our B2B offerings.
- Prepare and maintain records of customer success and progress.
- Schedule and conduct weekly meetings with clients as per US working hours.
- Gather feedback, suggest improvements, and incorporate feedback into strategies.
- Ensure high levels of customer satisfaction within 2 hours of response time, fulfilling custom client requirements.

**Data Management and Analytics**
- Proficient in managing Excel sheets and running custom software for data analysis.

**Communication and Reporting**
- Be responsible for the daily progress of campaigns, adhering to SOPs for delivery.
- Manage client onboarding processes including the initial questionnaire, campaign setup, and business understanding.
- Collaborate with the operations/delivery team to ensure fast, error-free campaign execution.

**Administrative and Operational Support**
- Oversee operations and delivery teams to ensure smooth execution.
- Prepare presentations and reports as required.

**Skills**:

- Excellent proficiency in English, both in speaking and writing.
- Advanced knowledge of Excel and presentation tools like Google Slides.
- Ability to work during US business hours.
- Proven experience in customer success, investor relations, or a related field.

**Personal Attributes**:

- Strong research and analytical skills.
- Ability to work independently and as part of a team.
- Excellent organizational and time-management skills.
- Creative thinker with the ability to generate innovative ideas.
- A keen understanding of business models, particularly in the startup ecosystem.

**Application Process**:
Location: Remote

**Job Type**: Full-Time
Department: Customer Success

We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

**Join ResourcePlan to be part of a team that's reshaping the future of A/E firms, where innovation meets efficiency. Elevate your career in a place where your work truly makes a difference in the world of design**

**Salary**: ₹300,000.00 - ₹1,568,095.82 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Investor Relations: 1 year (preferred)

**Language**:

- English (required)

Work Location: Remote

**Speak with the employer**

+91 8854985626


  • Investor Relations

    3 weeks ago


    Bengaluru, Karnataka, India Epifi Technologies Full time

    **Who we are**:Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we’re a deep-tech startup that’s building a highly innovative and secure financial hub for a digital-first generation. **Why you should work with us**:We are about doing the right thing...

  • Investor Relations

    3 weeks ago


    Koramangala, Bengaluru, Karnataka, India Pod Invest Full time

    Collaborate cross-functionally to determine key narratives and messaging to the investors - Develop and execute roadmap for onboarding new investors and increase investor engagement - Maintain proper communication with potential and existing investors and other stakeholders. - Engage with portfolio startups for regular updates and manage investment...

  • Investor Relations

    1 week ago


    Bengaluru, Karnataka, India Michael Page Full time

    Opportunity to join a leading financial entity Opportunity to be a part of a robust team About Our Client Our client is one of the leading Indian FinTech unicorn Job Description Maintain relations with the Investor communityFinancial ModelingFinancial Due DiligenceCompany projections and recommendationsConduct & Promote company's valuation ...

  • Investor Relations

    3 weeks ago


    Bengaluru, India Epifi Full time

    Who we are:  Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we’re a deep-tech startup that’s building a highly innovative and secure financial hub for a digital-first generation. Why you should work with us:  We are about doing the right thing...

  • Investor Relations

    1 week ago


    Bengaluru, Karnataka, India Epifi Full time

    Who we are: Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we're a deep-tech startup that's building a highly innovative and secure financial hub for a digital-first generation. Why you should work with us: We are about doing the right thing always,...


  • Bengaluru, India BHIVE Workspace Full time

    **Role Summary**: Excellent Communication Financial Acumen Willingness to learn Highly Energetic and convincing Relentless in meeting targets Self Driven and Target oriented Result Oriented and Metric Driven Highly Organized Negotiation skills Networking Punctuality and maintaining the company’s integrity **Key Deliverables**: - Build and maintain strong...

  • Investor Relations

    1 week ago


    Bengaluru, Karnataka, India Capria Ventures Full time

    You will gain invaluable experience in pitch prowess and investor engagement at a global scale.We are seeking a highly motivated individual with a passion to learn about global VC investing, and is excited to work in a fast-paced, dynamic, distributed environment, working closely with a globally distributed investment team across Latin America, India, Africa...

  • Avp Investor Relations

    2 months ago


    Bengaluru, India Personnel Search Services Group Full time

    **Job Title**:AVP Investor Relations **Location**: Bangalore **About the Client**: PSS has been mandated to hire an AVP Investor Relations for a leading contract research, development, and manufacturing organization. **Job Purpose**:Responsible for managing investor relations. **Key Responsibilities**: - Formulating investment story of the company. -...

  • Avp Investor Relations

    24 hours ago


    Bengaluru, India Personnel Search Services Group Full time

    **Job Title**:AVP Investor Relations **Location**: Bangalore **About the Client**: PSS has been mandated to hire an AVP Investor Relations for a leading contract research, development, and manufacturing organization. **Job Purpose**:Responsible for managing investor relations. **Key Responsibilities**: - Formulating investment story of the company. -...


  • Bengaluru, Karnataka, India Talentfleet Solutions Full time

    **Job Code**: **Position Type**: Investor relations - fund raising **Department**: Finance **Location**: Bangalore, Karnataka, India **CLIENT PROFILE**: Our Client is a leading India-focused technology venture capital fund. The funds advised by them are collectively have over $700 M under mgmt and 80+ companies across Consumer Media & Tech, Cloud/Software,...


  • Bengaluru, Karnataka, India 10club Full time

    **What is 10Club?** 10Club is an India-first brand that has something to add to every single room of your home. From tableware to towels. Gardening shears to gym mats. And storage, big, small, medium, and every other size you can think of. It is one brand whose key focus is to provide quality products at affordable prices. In simple words it’s the IKEA of...


  • Bengaluru, Karnataka, India Michael Page Full time

    Opportunity to join a growing asset management company Opportunity to work directly with the leadership team About Our Client Our client is one of the leading FinTech with massive user pool Job Description Maintain Investor RelationsDerive valuation of companiesPreparation of Investor presentationsFinancial ModelingCross Functional...


  • Bengaluru, India Fi Full time

    Who we are: Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we’re a deep-tech startup that’s building a highly innovative and secure financial hub for a digital-first generation.Why you should work with us: We are about doing the right thing always,...


  • Bengaluru, India Fi Full time

    Who we are: Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we’re a deep-tech startup that’s building a highly innovative and secure financial hub for a digital-first generation.Why you should work with us: We are about doing the right thing always,...


  • Bengaluru, Karnataka, India Antal India - Global Executive Recruitment Business Full time

    Investor Relations – Family OfficesAbout the Job: Join our team as an Investor Relations professional, where you will have the opportunity to develop and execute a sales strategy focused on generating volumes and revenue from family offices. As part of your role, you will be responsible for identifying and qualifying potential clients, establishing...


  • Bengaluru, India Precize Full time

    **Precize Investor Relations Associate | Fintech |Bangalore | ₹3.46 LPA** **Precize** is democratizing the private markets through a transparent and secure portal. We're a group of financial strategists and software developers that believe in investing in the private markets even though established systems dismiss us. We think that private markets should...


  • Bengaluru, India Precize Full time

    **Precize Investor Relations Associate | Fintech |Bangalore | ₹3.46 LPA** **Precize** is democratizing the private markets through a transparent and secure portal. We're a group of financial strategists and software developers that believe in investing in the private markets even though established systems dismiss us. We think that private markets should...

  • Investor Relations

    2 weeks ago


    Bengaluru, India Capria Ventures Full time

    You will gain invaluable experience in pitch prowess and investor engagement at a global scale. We are seeking a highly motivated individual with a passion to learn about global VC investing, and is excited to work in a fast-paced, dynamic, distributed environment, working closely with a globally distributed investment team across Latin America, India,...

  • Investor Relations

    1 week ago


    Bengaluru, India SKS Enterpprise Full time

    **Position Name -** Investor Relations - India** **Job Location - **Bangalore** **Experience Range - **3 years+** **Mandatory Requirement**: - Experience of working in PE/VC Firms in India or Big 4 Consulting Firms in support is must. - Experience in preparing presentations, organizing fundraiser events, scheduling meetings, preparing decks, leading...


  • Bengaluru, India Tracxn Technologies Full time

    **Job Information**: Department Name **Others** *** Industry **IT Services** *** City **Bangalore** *** State/Province **Karnataka** *** Country **India** *** Zip/Postal Code **560002** - Roles and Responsibilities:- Preparing quarterly business presentation covering industry, strategy and results; press release and communication to institutional...