Investment Officer

Job Title: Investment Officer

Job description: The Investment officer will be responsible for managing the investment products of the company.

Responsibilities:

• 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.

Requirements:

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.