We are Epsilon Money Group (www.epsilionmoney.com) headquartered in Mumbai and with presence in over 14 cities pan india. We aim to make a difference in the financial space by offering innovative financial solutions for our clients – HNIs, SMEs and Affluents. In addition to a strong asset allocation solution by goals supported by CRISIL, 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 in a well crafted, fit for purpose Asset Allocation framework.

The firm is headquartered in Mumbai with offices in over 14 cities all over the country catering to ~4,000 customer. 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.

Job Profile:

• Acquiring and managing HNI/SME and Affluent clients for our wealth management proposition. This would entail contacting our groups’ natural markets and new to group contacts and following up for conversion and maintenance.
• Build and deepen relationships with existing customers by ensuring high quality service for all pre- and post-sales support requirements.
• Understanding customers’ requirements and suggesting suitable products to clients according to their requirement in investment, risk management/insurance and other financial services and providing updates.
• Know the intricacies of investible asset classes to suggest investment portfolios on the same. Thus, working closely with Investment and Product teams to effectively pitch for new business by showcasing and structuring appropriate solutions.
• Utilizing the available technology base to maintain gist of discussions, maintaining customers data, deriving analytics and for providing reports/reminders.
• Managing relationships with internal and external stakeholders.
• Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office.

Qualification

• The successful candidate should be open to challenges, looking for immense growth professionally and intellectually. Passion for wealth management is the key
• MBA/CA/CFA with 2-7 years of relevant experience. Educational background in Finance/Investment will be an advantage.
• Knowledge of relevant regulations pertaining to wealth management business would be an advantage.

Skills, Abilities and Personality Traits

• Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed, entrepreneurial environment.
• Strong organizational and time management skills to effectively manage multiple investment mandates.
• Excellent interpersonal and communication skills while managing clients.
• Demonstrate ability to work with a structured approach towards defined investment process.

Compensation Range:

• Fixed: Depends on experience, qualifications.
• Variable: Annual Performance Based Incentive, linked to wealth book managed.