We are Epsilon Money Group (www.epsilonmoney.com) headquartered in Mumbai and with presence in over 12 cities pan India and catering to over 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.

Key Responsibilities:

• Provide exceptional client service through timely query resolution, proactive engagement, and effective relationship management
• Manage client onboarding processes, including KYC verification and online/offline execution of financial transactions including Purchase, Redemption, SIP, STP, SWP, and Switch transactions.
• Coordinate with AMCs, RTAs (CAMS, KFintech), channel partners (BSE/NSE), and external vendors for operational support and issue resolution.
• Ensure compliance by managing AMFI/SEBI reporting, documentation, and regulatory requirements.
• Maintain and improve investment product operational processes and workflows.
• Set and manage timelines for client requests, ensuring timely follow-up and closure.
• Handle high volumes of transactions and requests efficiently in a fast-paced environment.
• Possess strong knowledge of documentation and operational processes related to Mutual Funds, PMS, AIF, and Fixed Deposits.
• Demonstrate strong communication, coordination, and problem-solving skills for client query handling and issue resolution.

Qualifications:

• Bachelor’s or master’s degree in finance, business administration, or a related field.
• 4+ years of experience in Mutual Fund Customer Service & Operations
• Certification or additional qualification in mutual funds or operations management will be an added advantage. Excellent communication and interpersonal skills to collaborate with internal and external stakeholders effectively.
• Ability to work in a fast-paced and dynamic environment

Language preferences:

English, Hindi & Marathi.

Preferred platform knowledge:

BSE StAR MF

NSE

Invest well

Compensation Range:

• Fixed CTC.
• Variable: Based on performance.