Epsilon Money Mart Pvt Ltd is a holistic wealth management company headquarters in Mumbai. We are present in 15 cities pan India. In our path of expansion, we have multiple openings for which we are looking for a suitable candidate. Currently, we have the below openings.

Job Responsibilities:

  • The job involves acquiring and meeting corporate clients, HNIs and other individuals and bringing them to the Epsilon Money Mart Pvt Ltd.
  • Understanding customers requirement and suggesting most suitable product (rather than run of the mill product) to the customer according to his requirement in the area of investment, risk management/insurance or any other financial services.
  • Continuous follow up and engagement /meetings before conversion of a prospectus to a client as well as after conversion.
  • Ensuring high quality customer servicing for all pre- and post-sales support requirement
  • Updating the client on his portfolio, renewal, maturity
  • Sending periodic structured newsletter or news of relevance.
  • Undertaking analytics of customers data on investment etc and providing meaningful insight/suggestion on course correction
  • Providing holistic financial services/products to an entity or an individual (treating family as a unit) either directly or by coordinating with colleagues from other companies of Epsilon Group.
  • Understanding competition and devising strategies to counter the same.
  • Constant enriching of knowledge base and industry awareness
  • Utilizing the available technology base to maintain gist of discussions, maintaining customers data, deriving analytics and for providing reports/reminders.
  • Build and deepen relationships with existing affluent and HNI Customers to achieve increase in share of mind and wallet.

Essential Technical Qualification:

  • IRDA for Insurance
  • NISM V-A Certification for Mutual Fund

Keyskills:

  • Mutual Fund Advisor
  • HNI Client Handling
  • New Client Acquisition
  • HNI Acquisition
  • HNI Sales
  • Direct Sales
  • Financial Services
  • Direct Marketing
  • NISM
Job Category: Product
Job type: Full Time
Location: Goa Indore Meerut Pune

Apply for this position

Allowed Type(s): .pdf, .doc, .docx

“Good Ethics is Good Business”

At 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.

Get in Touch

Mumbai HQ

Unit No. 101, 1st Floor, Simba Towers, CTS no. 67-A/1, Goregaon, Mumbai - 400063

ARN- 243441
Epsilon CIN No: U67190MH2022PTC377576
MultiArk CIN No: U67100MH2022PTC377409
IRDAI Registration Number: CA0866
Corporate Agent (Composite)