Branch Head

Location

Role

Reports to

Job Profile:

• Responsible for building and managing our Wealth Management business in Delhi NCR region targeting Affluent, HNW and SME Clients across our direct and B2B channels. This role is responsible for the P&L of the region as well as the management and growth of the region.
• Along with the team, acquiring and managing HNI/SME and Affluent clients for our wealth management proposition. This would entail contacting our groups’ natural markets and new to group contacts and following up for conversion and maintenance.
• Build and deepen relationships with existing customers by ensuring high quality service for all pre- and post-sales support requirements.
• Understanding customers’ requirements and suggesting suitable products to clients according to their requirements in investment, risk management/insurance and other financial services and providing updates.
• Know the intricacies of investible asset classes to suggest investment portfolios on the same. Thus, working closely with Investment and Product teams to effectively pitch new business by showcasing and structuring appropriate solutions.
• Utilizing the available technology base to maintain a gist of discussions, maintaining customers data, deriving analytics and for providing reports/reminders.
• Should be aware of all regulatory requirements and internal controls and be responsible for adherence the same in area of operation
• Managing relationships with internal and external stakeholders. Contribute strategically to central growth initiatives and build new regional initiatives.
• Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office.

Qualification

• The successful candidate should be open to challenges, looking for immense growth professionally and intellectually. Passion for wealth management is the key.
• MBA/CFA with 5-10 years of relevant experience. An educational background in Finance/Investment will be an advantage.
• Knowledge of relevant regulations pertaining to wealth management business would be an advantage.

Skills, Abilities and Personality Traits

• Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed, entrepreneurial environment.
• Strong organizational and time management skills to effectively manage multiple investment mandates.
• Excellent interpersonal and communication skills while managing clients.
• Demonstrate ability to work with a structured approach towards defined investment process.

Compensation Range

• Fixed: Depends on experience, qualifications.
• Variable: Performance Based Incentive, linked to wealth book in the region
• Eligible for Stock options

About Epsilon Money

We are Epsilon Money Group (www.epsilionmoney.com) headquartered in Mumbai and with presence in over 14 cities pan India. We aim to make a difference in the financial space by offering fit-for-purpose and innovative financial solutions for our clients (HNIs, SMEs and Affluent segments). In addition to a strong focus on asset allocation and goal-based solutions supported by robust tech capabilities, we offer a full range of products for Financial Market exposure (MF, PMS, AIF, Stocks, Bonds, Global investments etc.), Loans, Insurance Products and Family office solutions and other permitted offerings.

Launched in H2, 2022, The firm is headquartered in Mumbai with offices in over 12 cities all over the country and catering to over 4,500 customers.  If you’re looking for a career that will unlock new opportunities, join us and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, we offer opportunities, support and rewards that will take you higher.