Wealth Manager

Epsilon Money Mart; Ahmedabad District; On-site; INR 700,000 - 1,100,000; Full time

Benefits offered by this job

Group health insurance

Travel expense reimbursement

Performance-based incentive

Job summary

Epsilon Money Mart in Ahmedabad seeks a dynamic sales professional to generate leads, convert prospects into business, and manage HNI/SME and affluent clients with tailored investment advisory.

The ideal candidate is a Graduate/MBA with 3–6 years of relevant experience. Fixed CTC with an annual performance incentive; travel for client meetings will be reimbursed. Group health insurance benefits apply.

Qualifications

• Exerience handling HNI/SME and affluent clients.
• Ability to meet sales/revenue targets.
• Strong knowledge of financial products and advisory processes.

Responsibilities

• Generating Leads and conversion of leads into business.
• Acquiring and managing HNI/SME, Affluent clients and individuals.
• Maintaining in depth knowledge of company products and services.
• Building and maintaining strong relationships with potential and existing clients.
• Meeting sales/revenue targets.
• Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.

Skills

Lead generation

Relationship management

Sales advisory

Education

MBA/Graduate, 3-6 years experience

Job description

Role & responsibilities

• Generating Leads and conversion of leads into business.
• Acquiring and managing HNI/SME, Affluent clients and individuals.
• Maintaining in depth knowledge of company products and services.
• Building and maintaining strong relationships with potential and existing clients.
• Meeting sales/revenue targets.
• Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.

Preferred candidate profile

• Graduate/MBA with 3 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage.
• 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.