Lupiya Financial Services
Job Title: Investment Officer
Job description: The Investment officer will be responsible for managing the investment products of the company.
- Investor Onboarding:
- Conduct onboarding calls with potential investors, guiding them through the registration and investment process.
- Provide personalized assistance to new investors, helping them understand our platform and investment options.
- Query Handling:
- Respond to investor inquiries and concerns promptly and professionally, whether through phone calls or email.
- Accurately and comprehensively address investor queries regarding account management, investments, or platform-related issues.
- Collaborate with relevant departments to resolve complex investor issues efficiently.
- Education and Guidance:
- Educate investors on our product offerings, investment strategies, and risk factors.
- Provide guidance to investors on how to maximize their investments while managing risk effectively.
- Customer Relationship Management:
- Build and maintain strong and positive relationships with investors to foster long-term engagement and loyalty.
- Proactively reach out to investors to gather feedback and ensure their ongoing satisfaction.
- Documentation and Reporting:
- Maintain detailed records of investor interactions and feedback.
- Produce regular reports and analysis on common investor queries and concerns.
The Investment Officer should have the following skills, education and experience:
- Bachelor’s degree in business, finance, or a related field preferred.
- Proven experience in a customer success or client-facing role, preferably in the financial or fintech sector.
- Excellent communication skills, both written and verbal.
- Strong interpersonal skills and the ability to build rapport with a diverse range of investors.
- Problem-solving abilities and a solution-oriented mindset.
- A deep understanding of peer-to-peer lending or the willingness to learn.
- Strong computer skills, including proficiency in customer relationship management (CRM) software and Microsoft Office Suite.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- A commitment to delivering excellent customer service and a passion for ensuring investor satisfaction.
To apply for this job please visit www.ondemandassessment.com.