We are looking for a

Client Engagement Executive to drive prospecting and client engagement for our

India and Global business

.

What You’ll Do

- Identify and research

HNI & UHNI prospects across India’s metropolitan cities and global markets using lead-generation and sales intelligence tools.

- Conduct extensive cold calling and outbound prospecting to generate new opportunities.

- Engage prospects, understand their broad financial requirements and pitch our

Global Investing and Financial Planning services.

- Qualify leads against defined parameters and schedule appointments with our Financial Advisors.

- Maintain accurate prospect and follow-up information using CRM, Excel and other systems.

- Work closely with the

Marketing and Financial Advisory teams to improve lead quality and conversion.

What We’re Looking For





- Excellent spoken English and strong interpersonal skills.

- 1–4 years’ experience in inside sales, business development, tele-sales, lead generation or client engagement.

- Basic understanding of wealth management, investments or financial planning is preferred.

- Experience with

LinkedIn Sales Navigator, Apollo, Lusha or CRM platforms is an advantage.

- Kannada and/or Telugu proficiency is an added advantage.

- Robust Excel/MS Office skills.

- A self-starter and go-getter who is disciplined, target-oriented and does not require micro-management.

- Comfortable learning complex systems, working under tight deadlines and handling rejection.

📌 Client Engagement Executive (Mumbai)
🏢 FINTOO
📍 Mumbai