MADHUBAN FINVEST
Website:
madhubanfinvest.com
Job details:
Company Description
Madhuban Finvest is a niche financial services firm positioned as a ‘Personal CFO’ for its clients, offering comprehensive support in managing personal finances. The firm specializes in providing tailored financial strategies, enabling clients to focus on their professional and personal goals while ensuring smart money management.
Role Description
This is a full-time, on-site role located in Mumbai for a Wealth Management Business Development professional.
The role involves identifying and developing business opportunities, acquiring new clients to provide tailored financial planning and investment solutions. The professional will actively collaborate with clients to understand their financial goals, advise on investment strategies, and manage long-term financial plans. Additional responsibilities include building and maintaini ng client relationships, analyzing market trends, and recommending financial products and services that align with client needs.
Qualifications
- New client acquisition skills and entrepreneurial mindset
- Strong skills in Financial Planning and Investment Management
- Experience with Insurance products and financial solutions
- Exceptional communication and interpersonal skills
- Proven ability to build and maintain client relationships
- Relevant certifications in financial services or wealth management are a plus
- Bachelor’s degree in Finance, Economics, Business, or a related field
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