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1 Epsilon Money Mart Wealth Manager Job
Wealth Manager - Epsilon Money
Epsilon Money Mart
posted 22d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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.
Employment Type: Full Time, Permanent
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What Wealth Manager at Epsilon Money Mart are saying
Rating based on 1 Wealth Manager
review
Anonymous · Sales Support & Operations
in Kolkata
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Read 1 reviewWealth Manager salary at Epsilon Money Mart
reported by
2
employees
with 3-14
years exp.
₹5.7
L/yr - ₹7.2
L/yr
11%
less
than the average Wealth Manager Salary in India
View more details
What Epsilon Money Mart employees are saying about work life
based on 11 employees
Flexible timing
Monday to Friday
No travel
Day Shift
Epsilon Money Mart Benefits
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