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Wealth Manager

ConfidentialMumbai, Mumbai City

15 days ago

Job description

About Greenedge Financial Services Private Ltd

Greenedge Financial Services Pvt Ltd (GFS) is a firm set up by a group of experienced wealth management professionals who have worked with all leading organisations in this space, both domestic and foreign. The team shares a cumulative experience of over 100 + years.

GFS is one of the very few employee centric & clients' centric firms which prides in operating very differently from most large firms present in wealth management space. Details can be shared during the interview.

We are looking for Wealth Managers / Sr Wealth Managers in Mumbai, who have 2-10 years of work experience in similar field. We are looking for bright & hardworking candidates who have entrepreneurial mindset and can think long term. Freshers can also be considered on case-to-case basis.

Compensation amount will be based on interview and experience. Compensation structure can be customised to an extent.

Job Description :

Working with Senior Colleagues and under their guidance to :

Acquire & manage investments relationship of clients in Wealth (Retail, HNI, Ultra HNI) space.
Identify customer needs, assessing their risk appetite and providing them investment options.
Cross sell products & offerings based on the needs of the client to increase the wallet share.
Engaging clients through regular and periodic portfolio updates and reviews.
Candidates from leading private sector banks and with existing books, will be preferred.

Skills Required :

Candidates should have 2-5 years of sales experience in direct selling of financial products like Equity / Mutual Fund / PMS / AIFs / Insurance / Fixed Deposits etc.

Should have good communication, presentation skills and analytical skills.

Should be a self-motivated proactive & focused.

Should have good networking and relationship building skills.

Walkin dates : 4th August to 7th August

Time : 1.30 pm to 4pm

Venue : 301, 3rd Floor, 167, Samarth House, Yoga Niketan Marg, Jankalyan CHS, Bangur Nagar, Goregaon (W, Mumbai, Maharashtra 400090

Education

Master of Public Administration (MPA), Master OF Business Administration (M.B.A), Master of Library & Information Science (MLIS), PGP, Post Graduate Programme in Management for Executives (PGPX), Bachelor of Business Administration (B.B.A), PGDM, Doctor of Business Administration (DBA)

Skills Required

Communication, Convincing, Presentation, Relationship Building

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Wealth Manager • Mumbai, Mumbai City