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).
Solid 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