Relationship Manager / Business Development Manager - Wealth Products
Location
Varanasi | India
Job description
Epsilon Money Mart Pvt Ltd
Epsilon Money Mart Pvt Ltd is a holistic wealth management company headquarters in Mumbai. We are present in 15 cities pan India. In our path of expansion, we have multiple openings for which we are looking for a suitable candidate. Currently, we have the below openings.
Job Responsibilities: Relationship Manager / Business Development Manager – Wealth Products
- 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.
Educational qualification:
Graduates with 3 to 5 years of relevant work experience
MBAs/CAs with 1 to 3 years of relevant work experience
Essential Qualification : IRDA for Insurance & NISM V-A Certification for Mutual Fund
- Location : Varanasi, Pune, Goa, Indore, Meerut.
Job tags
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