- 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..
📌 Business Development Executive (New Delhi)
🏢 Invsify Technologies
📍 New Delhi
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