Senior Wealth Manager

Epsilon Money; Kolkata District; On-site; INR 1,200,000 - 2,200,000; Full time

Benefits offered by this job

Fixed CTC

Variable: Incentive based on wealth</n

Travel reimbursements

Group Health Insurance

Job summary

Epsilon Money Group, headquartered in Mumbai with pan-India presence, invites experienced wealth managers to join their India operations. You will acquire and maintain high-net-worth client relationships, service sub-broker partners, and advise on investments across asset classes to build robust portfolios.

The role emphasizes deep product knowledge, regulatory understanding, and collaborative work across Investment and Product teams, with opportunities for performance-based incentives and group

Qualifications

• Proven experience in Financial Services / Wealth Management.
• Strong relationship management and product knowledge.
• Understanding of financial markets, regulations, and investment strategies.

Responsibilities

• Acquire and maintain relationships with HNI, SME, and affluent clients.
• Train and service sub-broker partners who manage target client segments.
• Ensure high-quality service and post-sales support to strengthen client relationships.
• Understand client needs and recommend suitable investment, insurance, and financial products.
• Stay informed about asset classes and markets to suggest well-structured portfolios.

Skills

Wealth management

Relationship management

Financial markets

Cross-functional teamwork

Time management

Education

MBA or graduate in Finance

Job description

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.

Roles & Responsibilities

• Acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to support and retain them.
• Acquire, Train and Service sub-broker partners who in turn manage target client segments.
• Ensure high-quality service and post-sales support to strengthen customer relationships.
• Understand client needs and recommend suitable investment, insurance, and financial products.
• Stay informed about various asset classes and financial markets to suggest well-structured investment portfolios in collaboration with Investment and Product teams.
• Maintain client data, track discussions, analyse insights, and generate reports using available tech tools.
• Manage relationships with internal and external partners effectively.
• Ensure adherence to regulatory policies, client suitability guidelines, and internal processes.

Key Skills

• Proven experience in Financial Services /Wealth Management.
• Strong relationship Management and product knowledge.
• Understanding of financial markets, regulations, and investment strategies
• Ability to work collaboratively in cross-functional teams.
• Strong organizational skills with the ability to manage multiple transactions concurrently

Qualifications

• Graduate/MBA with 5-8 years of relevant experience. An educational background in Finance/Investment will 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.

Fixed Compensation & Benefits

• Fixed CTC.
• Variable: Annual Performance Based Incentive, linked to a wealth book managed.
• Travelling expenses of client meets will be reimbursed.
• Group Health Insurance benefits as per company policy.