E
Epsilon Money Mart
Wealth Manager
Skills
Lead GenerationFinancial PlanningMarket Research
17 days ago
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Important information
Contract type:
Permanent
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
9 October 2026
What they need
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' investments, providing personalized financial planning and portfolio management services.
- Develop and maintain strong relationships with existing HNIs to identify new business opportunities and expand existing ones.
- Identify potential leads through networking, referrals, and market research to generate fresh prospects for wealth management services.
- Collaborate with internal teams to ensure seamless delivery of products such as mutual funds, PMS, AIFs, SME financing options.
Job Requirements :
- 3-7 years of experience in wealth management or related field like banking or finance.
- Strong understanding of investment advisory services including mutual funds, PMS, AIFs etc. .
- Excellent lead generation skills with ability to build rapport with high net worth individuals.
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