Wealth Manager

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:

• Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to support and retain them.
• Ensure high-quality service and post-sales support to strengthen customer relationships.
• Understand client needs and recommend suitable investment, insurance, and financial products.
• Stay informed about various asset classes and financial markets to suggest well-structured investment portfolios in collaboration with Investment and Product teams.
• Maintain client data, track discussions, analyze insights, and generate reports using available tech tools.
• Manage relationships with internal and external partners effectively.
• Ensure adherence to regulatory policies, client suitability guidelines, and internal processes.

Qualifications:

• MBA/PGDM or CFA/CFP with 1-4 years of relevant industry experience.

Key Skills :

• Proven experience in Financial Services /Wealth Management.
• Strong relationship Management and product knowledge.
• Understanding of financial markets, regulations, and investment strategies.
• Ability to work collaboratively in cross-functional teams.
• Strong organizational skills with the ability to manage multiple transactions concurrently.

Compensation & Benefits:

• Fixed: Depends on experience & qualifications.
• Variable: Annual Performance Based Incentive, linked to a wealth book managed.
• Business Travel and engagement expenses will be reimbursed as per company policy.
• Group Health Insurance benefits.