Careers

Upload Your Resume






Career Opportunities

  • Personal Finance Consultant

    Job Description:

    Personal Finance Consultant role involves helping Clients to do their 360* Financial Planning. It involves identifying financial goals and assisting clients to reach these goals. It’s an entrepreneurial and dynamic role and can be pursued on part time basis. Its Fee based role and earnings depend on Business generation. We from Wealth Greens provide required training, marketing skill sets and on field support to pursue this career.

    Skills Required:

    1. Graduates with/out Financial Service Sector experience.

    2. Conviction about importance of financial products in goal based financial planning.

    3. Eager to meet Clients, create awareness about importance of Financial Products

    4. Eager to create alternate Career and alternate source of Income.

    5. Should be outgoing, Team player and go getter.

    Responsibilities:

    1. To identify prospects, meet them and create awareness about Financial Planning.

    2. To undergo Intensive training program on regular basis and gain knowledge on Financial Products.

    3. To assist Clients to getting required service.

  • Insurance Consultant

    Job Description:

    Insurance Consultant roles basically involves advising Individuals and Business entities on Insurance products. It’s a specialized role of advising and distribution of Term Insurance Products, Business Insurance Products, and Health Insurance Products ets. It’s a Commission based role and can be pursued as Career Agency. We from Wealth Greens provide required training, marketing skill sets and on field support to pursue this career.

    Skills Required:

    1. Graduates with/out Experience.

    2. Conviction about Importance of Insurance Products.

    3. Should possess Client centric approach

    4. Continuous learning ability and its implementation.

    5. Should be outgoing and go getter.

    Responsibilities:

    1. To identify prospects, meet them and create awareness about Insurance Products.

    2. To undergo Intensive training program on regular basis and gain and enhance knowledge on Insurance Products.

    3. To assist Clients to getting required services.

  • Health Planners

    Job Description:

    Health Planner role is a specialized role of distribution of Health Insurance products. This role is an Advisory role and can be pursued either on part time or full time basis. Remuneration is based on business performance. We from Wealth Greens provide required training, marketing skill sets and on field support to pursue this career.

    Skills Required:

    1. Graduates with/out Experience.

    2. Conviction about Importance of Insurance Products.

    3. Should possess Client centric approach.

    4. Continuous learning ability and its implementation.

    5. Should be outgoing and go getter.

    Responsibilities:

    1. To identify prospects, meet them and create awareness about Health Insurance Products.

    2. To undergo Intensive training program on regular basis and gain and enhance knowledge on Health Insurance Products.

    3. To assist Clients to getting required services.

  • Mutual Fund Distributors

    Job Description:

    Mutual Fund Distributors role involves advising and recommending suitable MF schemes to Client to meet their Financial Goals. It also involves continuous monitoring of performance of schemes and suggesting suitable changes to meet the Clients goals. Wealth Greens provide required training, marketing skill sets and on field support to pursue this career. We also assist in providing research based reports for right advice on funds.

    Skills Required:

    1. Graduates with/out Experience.

    2. AAMFI Certification

    3. Should possess Client centric approach

    4. Continuous learning ability and its implementation.

    Responsibilities:

    1. To identify prospects, meet them and create awareness about Financial Planning.

    2. To undergo Intensive training program on regular basis and gain and enhance knowledge on Mutual Fund Schemes.

    3. To assist Clients to getting required service.

    4. To monitor Client’s portfolio performance and recommend suitable changes.

Image

Wealth Greens © 2021 All Right Reserved