Job Description : Client Relationship Manager Location : Sec 31, Faridabad Industry: Financial Services / Wealth Management Type: Full-Time Company Name : Greenmint Finserve Pvt.Ltd 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
Responsibilities: Manage operations, oversee compliance & risk mitigation. Ensure timely processing of purchase, redemptions, switches. Ensure transaction accuracy, record keeping & client support. Coordinate with investors and fund houses. Food allowance Health insurance Annual bonus
Responsibilities: * Manage HNIs' wealth through SIPs & mutual funds sales. * Collaborate with investment product teams. * Provide exceptional customer service. * Implement wealth management strategies. * Meet revenue targets. Food allowance Health insurance Annual bonus