A relationship manager owns the customer and is responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams. Responsibilities: Acquire new Wealth Management prospects aligned to firm’s target market, develop new territories. Negotiate […]
Read ArticleAt Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way. By always doing the right thing. By gauging your risk profile, investment horizon and recommending products accordingly. By doing what is best for you to achieve your goals.
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Epsilon CIN No: U67190MH2022PTC377576
MultiArk CIN No: U67100MH2022PTC377409
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