Wealth Manager

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.