Company Description Greenedge Financial Services Private Limited is a boutique wealth management firm founded by a team of seasoned private bankers. The team brings extensive experience across market cycles and diverse client segments, enabling tailored financial solutions for individuals and enterprises. The firm focuses on helping clients build, manage, and preserve wealth through deep industry expertise and disciplined advisory practices. By partnering with best-in-class financial institutions, Greenedge delivers end-to-end wealth management services with a strong emphasis on long-term relationships and client-centric outcomes. Role Description This is a full-time, on-site Relationship Manager role based in the Mumbai Metropolitan Region. The Relationship Manager will be responsible for acquiring and managing client relationships, understanding clients’ financial goals, and recommending appropriate wealth management solutions. Day-to-day activities include conducting client meetings, preparing investment proposals, monitoring portfolios, and ensuring timely follow-up on client queries and service requests. The role also involves coordinating with internal product and operations teams, staying updated on market trends, and ensuring compliance with regulatory and internal risk management standards. Relationship Managers are expected to maintain high service quality,



contribute to business growth, and uphold the firm’s values of integrity and client-first advisory. Qualifications
• Strong client relationship management, communication, and interpersonal skills, with the ability to build trust and long-term partnerships.
• Sound knowledge of wealth management products, investment solutions, and financial markets, including mutual funds, bonds, equities, and structured products.
• Analytical and problem-solving abilities to assess client needs, evaluate risk profiles, and construct suitable portfolio strategies.
• Organizational and time-management skills to handle multiple client accounts, documentation, and follow-ups efficiently.
• Comfort with using CRM tools, productivity software, and basic data analysis to track client interactions and portfolio performance.
• Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, NISM, or equivalent are an advantage.
• Prior experience in private banking, wealth management, or financial advisory is highly beneficial, preferably working with HNI or corporate clients.
• Commitment to ethical conduct, regulatory compliance, and a high standard of skilled integrity.

📌 Relationship Managers (Mumbai)
🏢 Greenedge Financial Services Private
📍 Mumbai