Investor Relations Jobs

We are looking for a Life Insurance Agent in Kanpur who will help clients choose the right life insurance policies. This role is suitable for individuals with a passion for helping others and an interest in the insurance field. **Key Responsibilities:**- **Client Consultation:** Meet with clients to discuss their insurance needs, ensuring they understand their options and can make informed decisions.- **Policy Recommendation:** Analyze different insurance policies and recommend the best options based on clients' financial goals and family needs.- **Sales Activities:** Actively seek new clients by networking, cold calling, or using social media to build a client base.- **Paperwork Management:** Prepare and process all needed documentation for policy applications, ensuring accuracy and compliance with industry standards.- **Ongoing Support:** Provide continuous support to clients after the sale, answering questions and assisting with claims or adjustments to their policies.- **Market Research:** Stay updated on the latest insurance trends and products to better serve clients and improve sales strategies.**Required Skills and Expectations:**Candidates should have excellent communication skills, allowing them to explain complex insurance terms clearly. A strong sense of empathy and understanding is essential to connect with clients on personal levels. Individuals must be sales-driven and determined to meet goals while also being organized and detail-oriented in handling paperwork. Previous experience in sales or customer service is a plus, but not mandatory, making this role suitable for new graduates or those with less experience in the insurance industry. A minimum education of 10th pass is required.

We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.**Key Responsibilities:**- **Client Consultation:** Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- **Financial Planning:** Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- **Investment Advice:** Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- **Monitoring Portfolio Performance:** Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- **Regulatory Compliance:** Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.**Required Skills and Expectations:**Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.

Key responsibilities: Own the coordination and preparation of responses to investor requests Manage shared inbox by logging all requests Answer requests directly, if appropriate, or assign to relevant team members; and Return completed deliverables to investor Maintain and report on key performance indicators Distribute investor reporting Manage and update repository of historical investor request responses Determine urgency of investor requests and prioritize accordingly Maintain contact database and update investor contact information as needed Stay current on requests and projects across all funds and team members; send reminders whenappropriate and act as project manager Liaise with finance, tax and legal teams to obtain information relating to investor requestsQualifications: Minimum 2+ year work experience, preference for experience working in financial services/assetmanagement industry in a similar role Direct experience in private funds, client service and/or investor relations is a plus Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, privateequity, credit Excellent writing and communication skills; fluency in English; ability to convey information in an effectiveand professional manner Superior organization skills with great attention to detail; ability to navigate a fast-paced environment and

QUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude Candidate must be eager to learn and grow in the role Keen interest in capital markets and investments, will be an added advantage Related work experience of 3 to 5 years in the financial sector (AMCs, PMSs, Banks, etc.) Graduate/Post graduate in economics/commerce/business studies; CFA level I or similar qualifications preferredNATURE OF WORK: Coordination on client on boarding Interact with clients - mostly UHNIs & NRIs - on their operations related queries Prepare and maintain investment/portfolio sheets for clients on day to day basis Check calculation of management and performance fees Ensure timely delivery of the quarterly reports to the clients Liaison with clients CAs during tax filing period Liaison with custodians, banks and third party PMS, AIFs, etc. Support the business development activities to grow the client base

We are looking for 10 Investor Relation Officer Posts in Satna, with deep knowledge in Communication, Time Management, Problem Solving, Investor Relations, Customer Manager, Financial Analysis, Regulatory Compliance, Interpersonal Skills, Adaptability, Strategic Thinking, Leadership, Crisis Intervention and Required Educational Qualification is : B.C.A, B.B.A, B.Com, Post Graduate Diploma, M.C.A, M.B.A/PGDM, M.Com

Job Openings for 3 Chief Executive Officer Jobs with minimum 1 Year Experience in odisha, andrapradesh, telangana, Hyderabad, Visakhapatnam, Bhubaneswar, having Educational qualification of : B.Sc, B.Tech, LLB, M.B.A/PGDM, M.Sc, M.Tech, Chartered Accountant, Company Secretary, Any Master Degree with Good knowledge in Strategic Planning, Business Development, Financial Management, Team Building etc.

Financial modelling Creation of budgets, projections & forecast* Identify and research variances to budget and proactively identifying improvement opportunities* Close monitoring and tracking of KPIs* Investor reporting Board decks, routine reporting & addressing routine queries* Due diligence experience preferred* Business Finance Go deep in in business metrics and Track each of its elements* Managing projects

Desired candidates will be given training in sales and marketing in financial and insurance fields.you can earn on commission basis where income is unlimited.stipend facility available depending on the candidate.need to pass the online test ( training will be provided)Lifetime valid license is issued for the candidates in insurance.

Real Estate Funds Create client friendly, world-class and high impact Pitch book, Teaser, Brochures,Fund collateral Create training packs and educational materials for Distributors, Channel Partners,IFAs, RMs, Investors, etc. Understand broad tax regulatory and legal framework related to the:(a) Deals and products(b) AIF/PMS/NBFC vehicles Build strong network and relationships with all partners, distributors, investors Get in place proper agreements, fee sharing terms and due diligence forms for allpartners Maintain Investor MIS and database with weekly updates on progress Scan the market and evaluate various new funds in RE space. Keep track ofcompetitors business models Marketing of Clients funds (onshore & offshore) Increase Clients universe of investors, LPs, Co-investors Understanding of RE NCDs and PE deals, financial closure of transactions2. Investment BankingExpand investor relations to close Investment banking deals3. Compliance and reporting required for Investors, distributors, etc.

Job Title: Deputy Manager - Fund Raising & Investor Relations - DelhiJob Responsibility- Manage and develop relationships with Banks FIs and NBFCs for fundraising through diversified cost effective structures such as term loans, pool securitization, direct assignments and co-origination models.- Resource planning and mobilization from multiple sources to meet the requirements of company lending and balance sheet growth program.- Lead the Co-lending initiatives for the organization.- Managing regulatory and lender specific compliances.- Investor Relations: Act as the primary point of contact for investor inquiries and requests. Prepare regular reports and updates for investors, highlighting key financial and operational milestones.- Develop detailed financial models, projections, pitch decks to support fundraising initiatives and strategic decision-making.- Preparation and Presentation on liquidity and market rate risk management for Senior Management /Board.- Cash Management/Liquidity management, planning for filling the cash shortfall gaps and investing the surplus funds.- Liaising with credit rating agencies for long-term and- short-term- ratings of the Company.Key Skills:- Highly driven and motivated individual with ability to get hands-on where required.- Strong interpersonal communication skills.- Comfortable in managing multiple tasks along with a small team.- Ability to manage multiple senior stakeholders including founders and HoDs.Mandatory:Proven experience in fundraising, investor relations, and financial modeling within the BFSI sectorStrong understanding of financial concepts, investment strategies, and capital markets.Exceptional analytical skills with the ability to interpret complex financial data and create accurate financial models.Excellent written and verbal communication skills, with the ability to craft persuasive pitch decks and deliver impactful presentationsProficiency in financial modeling software and MS Office suite

Job Title : Investor Relation OfficerJob Location : Vikhroli (Work from office)Experience : 0-1 YearQualification : Graduated (B.com, B.A.F, B.B.I, B.F.M or Finance Sector)Key responsibilities:1. Investor service done through correspondence , telephone calls , emails and Over the counter visits.2. Ensuring that all responses given to investors complete and accurate so that repeat cases are avoided.3. Compilation of internal report.4. Ensuring best quality for all letters written to investors.5. Excellent oral & written communication in English with good letter drafting skills.Warm Regards,Pranjal Gurav.Talent Acquisition Specialist.GM Infotech

Job description for Head of Investor Relations The newly appointed Head of IRs overriding role will be to develop and support a world-class IR program; one that is recognized by analysts and investors alike as being a leading proponent of IR in the Indian Market.The Head of IR will work closely with the CEO, CFO, the Finance division, and the Corporate Communication division to ensure consistent messages are delivered to stakeholders. Specific objectives To convey a strong, consistent, and well-understood investment message To put in place a world-class investor relations capability, working according to a defined strategy and calendar To educate international financial audiences about the Company, including the strength of its corporate strategy and management To create the basis for sustained enhancement of the Companys investor (and other stakeholders) relationships, through a program of regular communication to maintain and strengthen the Companys profile Note 1. FUNDRAISING EXPERIENCE MUST 2. PROJECT REPORT KNOWLEDGE MUST 3. READY FOR EQUITY PARTNERSHIP Other/ad hoc management - Management of IR team - Maintaining a database of all investor/broker contact - Create detailed regular (weekly) reports of sell-side and buy-side interaction to Group CFO/CEO - Liaise with the companys retained stockbrokers, investment bankers and financial PR advisors - Manages Rating Agency relationships - Write and coordinate aspects of crisis communications, as and when required, ensuring consistency of message and approach - Liaise with, and represent the Company, in external stakeholder events and programmes (Investor conferences, conference calls, roadshows) Requirements An in-depth understanding of the financial and investment markets Knowledge of and experience in Capital Markets / Corporate IR / Financial Media management Excellent communication skills at all levels and within different mediums Ability to develop relationships

Designation: Director - Fund Raising & Investor RelationsCompany Name - Promilo (Sawara Solutions Pvt ltd)Experience 3 - 8 yrs.Location: BangaloreMode Full Time / Work from officeAbout us:Promilo is Indias 1st innovative platform which Pay to BrowseIt is a B2B SaaS start-up that enables to accelerate the business appointment funnel of theCompanies. Were an SaaS based advertising platform that connects both users & advertisers. Users will be able to book an online appointment based on their interests with the advertiser, without compromising their data privacy and get rewarded for sharing their data and time. Were registered and recognized by Start-up India, Start-up Karnataka & MSME companies. Also, the top 100 Google AppScale Academy start-upJob Description:We are looking for an experienced Investment & Growth Manager to join our team. The ideal candidate will have 3-8 years of experience in fundraising for start-ups, with a strong passion to help start-ups and a proven track record to bring the investor and fund to the company.Designation: Director - Fund Raising & Investor RelationsDepartment: CEO's OfficeAn excellent incumbent who will help us make our exciting journey jitter free by ensuring we are duly funded at every growth phase it includes the entire life cycle of Fund Raising & Maintaining Investor relations.Responsibilities but not limited to:Work strategically with CEO's Office to create fundraising strategies, capital needs planning and the creation and execution of multiple fundraising roundsPreparation of Financial Models, Investment pitches and Presentations and Exit strategiesIndependently lead discussions with potential investors such as Angels, Family Offices, Venture Capital Funds and Private Equity funds to raise capitalRepresent the company, as appropriate, at investor forums to build potential new relationshipsEnsure the organization is duly funded for all growth phasesDevelop and manage long term rela

Designation - Investor Relationship & Wealth ManagerLocation - Gurgaon sec 27Company - Climate AngelWe are scaling at a crazy pace and are doing new things that we werent doing last year. You need to able to roll up your sleeves, pick up broken pieces & have an urge to make the result successful.Responsibilities:You will be leading the interaction with start-ups and investors for the purpose of deal syndication. The job will involve high-level engagement with potential investors, leading founders, family-offices, and corporate development teams of leading corporates.You will be in charge of building thought-leadership of ClimateAngels through events, release of research reports, and having one-to-one interactions. You will be part of leadership team and drive the ClimateAngels brand visibility among start-up founders / investors alike.Requirements: High energy action-oriented hustler with exposure to BD / Startups/ Investments/wealth management. This role is at the cross-section of Climate action and investing. You must have a few years of BD experience and an experience with wealth management or Investment Platforms will be superb.

Planning, coordinating, and supervising the employment of new employees are the responsibilities of HR managers. In addition to acting as a liaison between management and staff, they advise business executives on strategic planning

We are looking for Market Trader in Haldwani, Uttarakhand,Investor Relations Required Educational Qualification is : Higher Secondary, Secondary School, Diploma, Other Bachelor Degree.Offline Trading Classes 3days training start earning from 4th day. Profit sharing only after profit no advance fees. No experience required should have good knowledge to operate phone or laptop.Timmings- Monday to Friday8:50Am To 3:50PmLocation - Dahriya,Haldwani

Screening the candidates by resume short listing, application form, phone interview, zoom interview, and personal interviews with coordination with the concerned departments and background verification of the shortlisted candidates.Design and update job description.Source potential candidates from various online/ offline channels.Be active with job boards, enlist job postings on forums which can source new qualified candidates for open positions at the time of hiring such as newspapers, social media, advertisements, company's careers page etc.Stay up to date with knowledge of HR via educational opportunities; maintain personal networks and professional publications.Craft recruiting emails to attract passive candidates.Prepare and distribute assignments and numerical, language and logical reasoning tests.Provide shortlists of qualified candidates to hiring managers.Monitor key HR metrics, including time-to-fill, time-to-hire and source of hire.Participate in job fairs and host in-house recruitment events.Conduct regular follow-up with managers to determine the effectiveness of recruiting plans and implementation.Develop a pool of qualified candidates in advance of need.Research and recommend new sources for active and passive candidate recruiting.

Designation: Director - Fund Raising & Investor RelationsCompany Name - Promilo Sawara Solutions Pvt ltdExperience 3 - 8 yrs.Location: BangaloreMode Full Time / Work from officeAbout us:Promilo is Indias 1st innovative platform which Pay to BrowseIt is a B2B SaaS start-up that enables to accelerate the business appointment funnel of theCompanies. Were an SaaS based advertising platform that connects both users & advertisers. Users will be able to book an online appointment based on their interests with the advertiser, without compromising their data privacy and get rewarded for sharing their data and time. Were registered and recognized by Start-up India, Start-up Karnataka & MSME companies. Also, the top 100 Google AppScale Academy start-upJob Description:We are looking for an experienced Investment & Growth Manager to join our team. The ideal candidate will have 3-8 years of experience in fundraising for start-ups, with a strong passion to help start-ups and a proven track record to bring the investor and fund to the company.Designation: Director - Fund Raising & Investor RelationsDepartment: CEO's OfficeAn excellent incumbent who will help us make our exciting journey jitter free by ensuring we are duly funded at every growth phase it includes the entire life cycle of Fund Raising & Maintaining Investor relations.Responsibilities but not limited to:Work strategically with CEO's Office to create fundraising strategies, capital needs planning and the creation and execution of multiple fundraising roundsPreparation of Financial Models, Investment pitches and Presentations and Exit strategiesIndependently lead discussions with potential investors such as Angels, Family Offices, Venture Capital Funds and Private Equity funds to raise capitalRepresent the company, as appropriate, at investor forums to build potential new relationshipsEnsure the organization is duly funded for all growth phasesDevelop and manage long term rela

Job Description:We are looking for an experienced Investment & Growth Manager to join our team. The ideal candidate will have 2-8 years of experience in fundraising for start-ups, with a strong passion to help start-ups and a proven track record to bring the investor and fund to the company.Designation: Manager - Fund Raising & Investor RelationsDepartment: CEO's OfficeAn excellent incumbent who will help us make our exciting journey jitter free by ensuring we are duly funded at every growth phase it includes the entire life cycle of Fund Raising & Maintaining Investor relations.Responsibilities but not limited to:Work strategically with CEO's Office to create fundraising strategies, capital needs planning and the creation and execution of multiple fundraising roundsPreparation of Financial Models, Investment pitches and Presentations and Exit strategiesIndependently lead discussions with potential investors such as Angels, Family Offices, Venture Capital Funds and Private Equity funds to raise capitalRepresent the company, as appropriate, at investor forums to build potential new relationshipsEnsure the organization is duly funded for all growth phasesDevelop and manage long term relations with the Company's existing stakeholdersSupport the management team in the preparation and execution of inbound and outbound transactionsManage investor database and enhance investor engagement and relations RequirementsExperience & Required Skill SetExperience in an Investment bank / Venture capital firm / Corp dev arm of tech businessExperience in Crowd Funding sites like kickstart, Initial Exchange Offerings, raising money via angel list or similar platformsStrong contacts with Indian/ Global Venture Capital/ Private Equity firms along with Networking skillsShould have the presence and gravitas to represent companyAbility to create powerful storylines and convert them into PowerPoint slidesStrong deal-making experience

Key responsibilities: Own the coordination and preparation of responses to investor requests Manage shared inbox by logging all requests Answer requests directly, if appropriate, or assign to relevant team members; and Return completed deliverables to investor Maintain and report on key performance indicators Distribute investor reporting Manage and update repository of historical investor request responses Determine urgency of investor requests and prioritize accordingly Maintain contact database and update investor contact information as needed Stay current on requests and projects across all funds and team members; send reminders whenappropriate and act as project manager Liaise with finance, tax and legal teams to obtain information relating to investor requestsQualifications: Minimum 2+ year work experience, preference for experience working in financial services/assetmanagement industry in a similar role Direct experience in private funds, client service and/or investor relations is a plus Experience in one of the following asset classes is a plus: real estate, infrastructure, renewables, privateequity, credit Excellent writing and communication skills; fluency in English; ability to convey information in an effectiveand professional manner Superior organization skills with great attention to detail; ability to navigate a fast-paced environment and

Planning, coordinating, and supervising the employment of new employees are the responsibilities of HR managers. In addition to acting as a liaison between management and staff, they advise business executives on strategic planning

To manage and conduct all Employee Relations procedures with support from HR Operations on disciplinary, grievance, performance management and redundancies, Internal Complaints Committee, conducting Exit interviews, coordinating the employee's exit from the firm and tracking status of full & final settlement .

Planning, coordinating, and supervising the employment of new employees are the responsibilities of HR managers. In addition to acting as a liaison between management and staff, they advise business executives on strategic planning

The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.