Client Engagement Executive
Fintoo Wealth · Mumbai · onsite · Posted 51d ago
₹3.0L - ₹5.5L PA2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Identify HNI & UHNI prospects, conduct cold calling & outbound prospecting, pitch Global Investing & Financial Planning, qualify leads, schedule advisor meetings, maintain CRM records, and support lead conversion.
Sourced from naukri
Skills
crmLinkedIn Sales NavigatorClient EngagementApolloFinancial AdvisoryInside SalesBusiness DevelopmentSalesLead Generationcold callingTelecallingOutbound SalesGlobal investmentHNI Client Handling