Location : Delhi NCR Role : Business Development & Management Reports to : Regional Director/Business Head 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.
We’re looking for a Design Manager who can lead our design team with a strong eye for detail, design strategy, and execution. You will oversee and contribute hands-on to UI/UX design using Figma, as well as manage graphic design and video content creation for both digital platforms and marketing. Responsibilities: 1. Develop visually compelling graphics, illustrations, and layouts for digital and print materials, including social media posts, infographics, email newsletters, brochures, presentations, and advertisements. 2. Conceptualize and produce high-quality videos for promotional content, client testimonials, educational resources, and other marketing initiatives. 3. Lead and manage the entire design function - UI/UX, visual design, and multimedia. 4. Create and review wireframes, prototypes, and final designs in Figma for websites and mobile apps. 5. Manage multiple projects simultaneously and adhere to project timelines, delivering assets that meet or exceed expectations in terms of creativity, quality, and accuracy. 6. Work closely with external vendors, freelancers, and agencies as needed to support specific design or video production requirements. 7. Provide creative input and contribute ideas to brainstorming sessions and marketing strategy meetings, helping to shape the direction of our content and campaigns. Requirements: 1. Proven experience of 1 to 2 years as a graphic designer and video maker, with a strong portfolio showcasing your creative work across various mediums and platforms. 2. Proficiency in graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign), as well as video editing software like Adobe Premiere Pro, Final Cut Pro, or similar tools. 3. Solid understanding of design principles, typography, color theory, and composition, with the ability to create visually appealing and effective designs. 4. Experience in video production, including scripting, storyboarding, shooting, editing, and post-production. 5. Strong communication skills and the ability to collaborate effectively with cross-functional teams, stakeholders, and external partners. 6. Detail-oriented with excellent time management and organizational skills, capable of managing multiple projects and priorities in a fast-paced environment. 7. Knowledge of financial services, wealth management, or related industries is a plus, but not required.
Company Description We are Epsilon Money Group ( www.epsilonmoney.com ) headquartered in Mumbai and with presence in over 14 cities pan India and catering to ~5,000 customers. 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. 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. Roles & Responsibilities: Managing Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients Maintaining in depth knowledge of company products and services, All type of Insurance and Mutual Funds. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand client’s financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly. Generating new business by utilizing various sales techniques to promote and sell companies products to potential customers Qualifications: MBA/PGDM/CFA with 3-6 years of relevant experience. An educational background in Finance/Investment will be an advantage. Strong organizational and time management skills to effectively manage multiple investment mandates. Excellent interpersonal and communication skills while managing clients. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed as per company policy. Group Health Insurance as per company policy.
Company Description Epsilon Money is a wealth management firm based in Bengaluru that focuses on ethical practices and personalized financial solutions. We believe in understanding our clients dreams and goals before recommending tailored financial products to help them achieve their aspirations. Our comprehensive suite of products covers traditional and alternative investments, insurance, and more, all designed to build wealth for current and future generations. Role Description This is a full-time on-site role for a Wealth Manager at Epsilon Money in Bengaluru. The Wealth Manager will be responsible for financial planning, investment management, recommending investment products, managing finances, and offering insurance solutions to clients on a daily basis. Qualifications Financial Planning and Investment Management skills Expertise in Investments and Finance Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work well under pressure and meet deadlines Prior experience in the financial services industry Relevant certifications such as CFP, CFA, or CAIA are a plus