Client Relationship Manager

Job Description: Client Relationship Manager

Location: Sec 31, Faridabad

Industry: Financial Services / Wealth Management

Type: Full-Time

Company Name : Greenmint Finserve Pvt.Ltd

About us:

Greenmint Finserve Pvt. Ltd. has been empowering individuals and families with wealth solutions for over 15 years. With a client-first approach, we specialize in building long-term financial confidence through tailored strategies. Our focus is on wealth creation, stability, and helping clients achieve their life goals with trust and consistency.

Job Summary:

We are looking for a dynamic and results-driven Client Relationship Manager to join our growing Wealth management team. The ideal candidate will be responsible for acquiring new clients, deepening existing relationships, and driving revenue growth through consultative selling, high-impact presentations, and financial awareness initiatives such as seminars and workshops.

This role requires a proactive self-starter with strong interpersonal skills, financial acumen, and a passion for helping individuals achieve their financial goals.

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

Website

Location Sec 31, Faridababd