Greenedge Financial Services Pvt Ltd (GFS) is a boutique wealth management 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 & client-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 a similar field. We are looking for bright & hardworking candidates who have an entrepreneurial mindset and can think long-term.
Job Description:
Working with Senior Colleagues and under their guidance to:
· Acquire & manage investment relationships of clients in the Wealth (Retail, HNI, Ultra HNI) space.
· Identify customer needs, assess 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 with an existing book 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 valuable networking and relationship building skills.