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 recent prospects.
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.
Solid 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