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.
- Robust client relationship management and sales aptitude.

Pay: ₹300,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Business Development Associate (India)
🏢 Invsify Tehnologies Private
📍 India