Client Financial Partner

Were 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.

Were 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

• Bachelors 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 youre passionate about finance, client engagement, and helping investors achieve their financial goals, wed love to hear from you.