Wealth Manager

Epsilon Money; Surat; On-site; INR 400,000 - 700,000; Full time

Benefits offered by this job

Annual incentive

Group health insurance

Job summary

Epsilon Money is seeking a results-driven wealth advisory professional in Surat to generate leads, acquire HNI/ SME clients, and build lasting relationships. You will understand client goals, risk tolerance, and provide tailored investment solutions across MF, PMS, AIF, stocks, and bonds.

With 2–5 years of finance/ investment experience, you will meet revenue targets and manage client portfolios, supported by a team focused on asset allocation and goal-based planning.

Qualifications

• Graduate/MBA with 2–5 years of relevant experience. An educational background in Finance/Investment will be an advantage.

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 client’s financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly

Skills

Lead generation

Client relationship building

Education

Graduate/MBA in Finance/Investment

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

• 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 client’s financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly

Qualifications

• Graduate/MBA with 2 – 5 years of relevant experience. An educational background in Finance/Investment will be an advantage.

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.