Location: South Delhi
Employment Type: Full-time
Work Mode: On-site
About Invsify
Invsify is a financial advisory firm dedicated to helping individuals make informed investment decisions. We provide personalized financial advisory services, portfolio management support, and investment recommendations designed to help clients build long-term wealth.
We're looking for a proactive and client-focused Financial Manager to join our growing team.
Key Responsibilities
- Build and maintain strong relationships with existing and prospective clients..
- Handle inbound and outbound client calls professionally..
- Address client queries, concerns, and service requests in a timely manner..
- Conduct initiative and follow-up calls to onboard new clients..
- Guide prospective clients with our advisory offerings..
- Coordinate with internal advisory and operations teams to ensure a seamless client experience..
- Maintain accurate records of client interactions and follow-ups..
Eligibility Required
- Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field..
- 1–3 years of experience in client engagement, financial services, wealth management, banking, fintech, or investment advisory..
- Excellent communication and interpersonal skills..
- Strong client relationship management and sales aptitude..
Pay: ₹300,000.00 - ₹600,000.00 per year
Work Location: In person
