Educational qualification required:
Graduates with 4 to 8 years of relevant work experience
Essential Technical Qualification: IRDA for Insurance & NISM V-A Certification for Mutual Fund
Location : Bangalore.
Compensation Range
Fixed: based on experience and skill set
Variable: attractive Business linked Incentive plan
Group Health Insurance Benefits.
Role:
- 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.
Skills and Qualification
- Excellent written and oral communication skills
- Strong Organizational Skills, Teamwork and Collaboration
- Experience in investment/financial services & knowhow of capital markets knowledge
- Relationship Management & Interpersonal skills
- Post-graduate qualification would be preferred in Wealth/ Private Banking
- Strong process knowledge of the function (Financial Planning)
