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 current 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

Acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to support and retain them.




Acquire, Train and Service sub-broker partners who in turn manage target client segments.
Ensure high-quality service and post-sales support to strengthen customer relationships.
Understand client needs and recommend suitable investment, insurance, and financial products.
Stay informed about various asset classes and financial markets to suggest well-structured investment portfolios in collaboration with Investment and Product teams.
Maintain client data, track discussions, analyse insights, and generate reports using available tech tools.
Manage relationships with internal and external partners effectively.
Ensure adherence to regulatory policies, client suitability guidelines, and internal processes.

Key Skills

Proven experience in Financial Services /Wealth Management.
Strong relationship Management and product knowledge.
Understanding of financial markets, regulations, and invest

📌 Senior Wealth Manager (Kolkata)
🏢 Epsilon Money
📍 Kolkata