Role Context :

As a Wealth Management Customer Service Professional, you will provide industry leading service & wealth management solutions to our clients. You will be part of a high capability team located across multiple cities working together to provide a high standard of care to clients and Relationship Management team.

Roles & Responsibilities

  • Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations
  • Process and follow-up on service requests to ensure execution in a timely manner
  • Set appropriate timeline expectations for requests and follow-up within that time frame when necessary
  • Ability to handle a high volume of requests in a fast-paced environment
  • Effectively navigate Company’s systems and resources for all workflow processing and client requests
  • Apply verification policies and procedures for all clients to avoid identity theft and fraudulent activity
  • Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure risk mitigation
  • Risk recognition and mitigation, strong adherence to set processes including ensuring a deep understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
  • Adhere to all company processes and policies, regulatory compliance and carry the organisation’s brand through developed functional and behavioral skills
  • Work with your line manager and HR to identify personal development and training needs
  • Other duties as assigned by your supervisor

Skills and Qualification

  • Graduate would be preferred in Wealth/ Private Banking
  • Excellent written and oral communication skills
  • Decision making skills with strong sense of ownership and ability to work under pressure
  • Strong Teamwork and Collaboration
  • Take ownership – research, diagnose, troubleshoot, and identify solutions to resolve any issues
  • Strong process knowledge of the function


Passion: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties
Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive
Compliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority

Reports to:

Regional Director/Vice President

Educational qualification:

Graduates with 2 to 5 years of relevant work experience

Compensation Range

Fixed : INR 2 Lac to INR 4 lac depending on experience
Variable : Annual Performance Based Bonus

Job Category: Customer Service
Job type: Full Time
Location: Goa

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“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.

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Mumbai HQ

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

ARN- 243441
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