Relationship Manager

Job Profile:

• 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. 

Qualification

• The successful candidate should be open to challenges, looking for immense growth professionally and intellectually. Passion for wealth management is the key.
• Graduate/MBA/CA/CFA with 3-7 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.

Compensation Range

• Fixed: Max 7 LPA
• Variable: Annual Performance Based Incentive, linked to wealth book managed.