Client Relationship Manager

Key Responsibilities: Client Acquisition & Business Growth

• Identify, connect, and onboard new clients through referrals, networking, and strategic outreach.
• Actively contribute to increasing the companys AUM (Assets Under Management) by offering customized financial solutions.
• Develop and maintain a healthy pipeline of potential clients.

Client Relationship Management

• Regularly engage with existing clients to review portfolios, address queries, and suggest improvements aligned with their evolving goals.
• Provide hyper-personalized financial solutions based on client profiling and risk appetite.

Presentations, Seminars & Financial Education

• Plan, coordinate, and deliver financial education seminars, client events, and webinars to attract and engage clients.
• Present tailored financial solutions and showcase the value proposition of the companys services in a compelling way.

Financial Consultation

• Understand clients financial objectives and recommend suitable investment options including mutual funds, insurance, and goal-based financial plans.
• Work closely with internal teams to ensure seamless onboarding and client servicing.

Market Research & Reporting

• Stay updated on capital markets, economic trends, and regulatory developments.
• Generate reports and insights to support client conversations and decision-making.

Candidate Profile:
Must-Have Skills:

• Excellent communication and interpersonal skills
• Strong presentation skills and confidence to speak in public forums
• Good understanding of mutual funds, insurance, and financial planning
• Proficiency in MS Excel and CRM tools

Preferred Qualifications:

• MBA / CFP /NISM Series V - A / NISM XA & XB (preferred or willing to pursue)
• Entrepreneurial mindset with a strong drive to build relationships and generate revenue

Whats In It For You?

• Freedom to innovate and build client relationships your way
• Opportunity to grow within a boutique, client-first organization
• Gain holistic exposure to personal wealth management and client engagement strategies

Interested candidates please share your resumes at info@greenmintfinserve.com
Website www.greenmintfinserve.com
Location Sec 31, Faridababd