01Key Responsibilities
A. Client relationship management:
1. Meet existing investors regularly and maintain strong long-term relationships
2. Handle servicing needs and ensure smooth client experience
3. Conduct periodic portfolio discussions
4. Understand changing financial priorities of clients
B. AUM growth & business development:
1. Generate additional investments from existing clients
2. Take references and convert relationship opportunities into new acquisitions
3. Support growth in client assets under management
C. Financial awareness sessions:
1. Conduct financial literacy sessions in schools, colleges, corporates, and social groups
2. Explain financial concepts in simple language
3. Build trust-led visibility for the organisation
D. Investment & protection solutions:
1. Basic advisory support in mutual funds and insurance
2. Assist clients in selecting suitable financial products based on goals
Who can apply:
Only those candidates can apply who:
are from Noida only
Salary:
4,00,000 - 5,50,000 /year
Experience:
No experience required
Deadline:
2026-09-13 23:59:59
Skills required:
Finance, Accounting, Public Speaking, Sales Management, Investing, Sales, Effective Communication and Portfolio Management
Other
02Requirements
1. Good communication and presentation skills2. Strong relationship-building ability3. Knowledge of mutual funds and insurance4. Comfortable meeting clients face-to-face5. Confidence in conducting group sessions6. Positive personality with a trust-building approach7. Financial services/insurance/banking/wealth management background8. NISM certification preferred
About Company:
At Greenmint Finserve, we are dedicated to providing exceptional financial solutions to our clients while fostering a culture of innovation, teamwork, and professional growth. Joining our team means contributing to a dynamic and rewarding environment where your skills and expertise will make a meaningful impact. .