Website:
invsify.com
Job details:
We're Hiring | Client Financial Partner
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.
- Strong client relationship management and sales aptitude.
Preferred Qualifications
Candidates meeting any one of the following will be preferred:
- SEBI Registered Investment Adviser (RIA), or
- Willing to qualify for the relevant SEBI Investment Adviser certification requirements within 2 months of joining, or
- CFA (Level I, II, or III Candidate/Charterholder), or
- CFP (Certified Financial Planner), or
- Relevant certifications in financial advisory, investments, wealth management, or capital markets (such as applicable NISM certifications).
What We Offer
- Competitive salary with attractive performance-based incentives.
- Opportunity to work with an established and growing client base in the wealth management and financial advisory space.
- A collaborative, supportive, and professional work environment that encourages learning and innovation.
- Direct exposure to portfolio management, investment advisory, and client relationship management.
- Hands-on mentorship from experienced finance and investment professionals.
- Clear career growth opportunities within a fast-growing fintech company.
- Continuous learning and development in financial markets, wealth management, and client engagement.
- An opportunity to make a meaningful impact by helping clients achieve their long-term financial goals.
If you're passionate about finance, client engagement, and helping investors achieve their financial goals, we'd love to hear from you.
Click on Apply to know more.