Client Growth Partner

3 weeks ago

Bengaluru Karnataka India, Karnataka Dezerv Full time

About Us:

Dezerv is India’s first expert-led investment platform, built by a team of seasoned professionals with deep expertise in wealth management and investing. Having led and built successful wealth management businesses, our experts have collectively managed over USD 7 billion in assets. The Dezerv team brings decades of investing experience from leading financial institutions like Julius Baer, Citi Bank, Kotak Bank and more.


Our team continuously monitors portfolio performance and makes strategic adjustments when needed to ensure long-term success. Backed by marquee investors such as Premji Invest, Accel, Elevation, and Matrix, Dezerv has earned the trust of clients, managing over ₹10,000 crore in assets since inception


About the Role:

We are looking for proactive and client-focused professionals to join the Wealth Management Team at Dezerv. In this role, you will manage and nurture relationships with clients who are already onboarded with Dezerv. You will be responsible for deepening client engagement, increasing their AUM, and ensuring they stay informed about their portfolio performance and market trends.


What You Will Work On:

  • Manage a portfolio of 80-100 clients with a current aggregate AUM of ₹100-150 Cr, with the potential to scale up to ₹300-350 Cr
  • Conduct quarterly video reviews with each client to discuss their Dezerv portfolio performance, benchmark comparisons and address any queries
  • Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication
  • Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share
  • Analyze client portfolios and recommend optimization strategies in line with Dezerv’s investment philosophy


What we expect:

  • Minimum 4 years of sales or advisory roles experience in financial services like Banks, NBFC’s & AMCs
  • Good academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA
  • Excellent communication skills
  • Strong alignment toward sales and client relationship management
  • Deep knowledge of financial markets & investment products like MFs, PMS & AIF
  • Ability to explain complex investment methodology to clients in simple terms
  • High ownership and strong stakeholder management skills (both internal and external)


To succeed in this role:

  • Bring a high level of energy and enthusiasm to your role
  • Dedication to go the extra mile to achieve outstanding results
  • Ability to thrive in a team-oriented environment
  • Openness to change, embrace challenges, and continuously seek opportunities for growth and development
  • Fresh perspectives and innovative thinking to solve problems


Compensation:

We go beyond standard recognition—offering performance-linked incentives, career growth opportunities, and exclusive benefits that reflect your efforts. By fostering a culture of appreciation, collaboration, and continuous improvement, we aim to elevate both individual and collective success.


Join us in setting new benchmarks and enjoy the rewards that come with raising the bar.


Location: Bengaluru, Mumbai and Delhi

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