Location: South Delhi
Employment Type: Full-time
Work Mode: In office

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 solid 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 Malviya Nagar
🏢 Invsify Tehnologies Private
📍 Malviya Nagar