Relationship Manager

Company Description

Epsilon Money is an Wealth Management Company, committed to providing personalized financial solutions based on ethical practices and a deep understanding of our clients dreams and goals. We offer a comprehensive suite of products covering traditional investments, alternative investments, insurance, and more. Our team partners with leading financial experts to help clients achieve their financial aspirations and build wealth for future generations.

Role Description

This is a full-time on-site role for a Relationship Manager at Epsilon Money in Ahmedabad. The Relationship Manager will be responsible for understanding clients financial goals, assessing their risk profile, and recommending suitable financial products and services. Building and maintaining strong client relationships, providing personalized financial advice, and assisting clients in achieving their financial objectives will be key responsibilities of the role.

Qualifications

• Strong communication and interpersonal skills
• Knowledge of financial products and services
• Ability to understand and analyze clients financial needs
• Experience in relationship management or financial advisory
• Good organizational and time management skills
• Bachelor's degree in Finance, Economics, Business, or related field