Role & responsibilities

As CS
- Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations.
- Process and follow-up on service requests to ensure execution in a timely manner.
- Maintain internal controls and reporting structures to mitigate risk and ensure compliance while collaborating with other teams and departments.
- Execute and manage client transactions across Pre-IPO, Mutual Funds, Bonds, Fixed Income, PMS, AIF and other investment products while ensuring full compliance with regulatory and exchange guidelines.
- Handle end-to-end operations for pre-IPO investments, Mutual Fund & other investment products subscriptions/redemptions ensuring accurate and timely processing.

As BD
- Generating Leads and conversion of leads into business.
- Acquiring and managing HNI/SME,



Affluent clients and individuals.
- Maintaining in depth knowledge of company products and services.
- Building and maintaining solid relationships with potential and existing clients.
- Managing Client portfolios & understand client's financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.

Preferred candidate profile
- Bachelors degree in finance or Operations or related
- Proven experience in Customer service & Sales (3+ years).
- Strong knowledge of financial markets, instruments, and operations processes.
- Leadership experience with the ability to manage cross-functional teams.

📌 Customer Service Manager (Kolkata)
🏢 Epsilon Money Mart
📍 Kolkata