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Chief Financial Partner

3 months ago

Hyderabad, Telangana, India Dezerv Full time
About Us:
We, at Dezerv, are focused on creating a reliable hub of investment solutions for affluent individuals in India. Founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, our team brings together years of financial expertise from esteemed global institutions such as JP Morgan, UBS, BNP Paribas, and more. With strong backing from prestigious firms like Accel, Elevation, and Matrix, we have gained the trust of our clients, managing over 5000Cr+ in assets and experiencing rapid growth.

About the role:
  • We are actively seeking dynamic individuals to join our inbound business team at Dezerv.
  • You will engage with discerning inbound clients with a net worth of 50 lakhs and above.
  • Your primary responsibility will be to educate clients about Dezerv's Portfolio Management Service in Mutual Funds and guide them towards becoming our clients.

What you will work on:
(PMS SALES)
  • Conduct prescheduled video meetings with potential clients, reviewing their portfolio holdings and providing expert suggestions on market alignment (portfolio size of 50L & above).
  • Interact with high-intent inbound clients to convert them into investors in our portfolio products.
  • Demonstrate Dezerv's portfolio management approach, investment strategies, and risk management to guide clients on their investments.
  • Maintain and strengthen relationships with existing clients to expand their investments in our offerings.

What we expect:
  • Excellent communication skills with the ability to explain complex topics clearly.
  • Strong stakeholder management and ownership skills.
  • In-depth knowledge of financial products like mutual funds, stocks, bonds, and portfolio management services.
  • Proficiency in MS-Excel and a preference for prior experience in sales or financial services.

Education & Certifications:
  • MBA in Finance.
  • CA or CFA certifications are preferred.
  • NISM VA and XXIA certificates required within 30 days of joining.

You will work with:
  • You will closely collaborate with key individuals:
  • Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor - Co-Founders
  • Chirag Gandhi - Head of Business (Ex-JuliusBaer)
  • Jigme Bhutia - Head of Digital Acquisition Business (Ex-Citi, Ex-Kotak, IIM Kozhikode)

What you can expect:
  • A positive work environment with ample growth opportunities and high ownership.
  • Competitive compensation and incentives.
  • Collaboration with founding and leadership teams on significant projects.
  • Engagement with a talented group of team members.
  • Open-door work culture and a flat organizational structure.
  • Diverse learning opportunities across various business aspects by working closely with the product and tech teams.
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