Fintoo Wealth
Client Engagement Executive
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹550,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
31 August 2026
What they need
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.
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