Investor Relations Specialist
3 days ago
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.
Graduate in any discipline (Finance/Commerce background preferred but not mandatory).
Excellent verbal communication skills in English.
Comfort with fintech apps, digital KYC, and investment platforms.
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.
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.
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.
Strong understanding of financial statements, market terminology, and corporate performance metrics .
Proficiency in MS Office (Excel, PowerPoint, Word) .
Prior experience in Investor Relations, Equity Research, or Financial Communication .
Exposure to CRM tools and call management software.
Professional growth in Investor Relations and Financial Communications domain.
Competitive salary + performance incentives.
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