Client Growth Partner
2 weeks ago
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 ₹14,000 crore in assets since inceptionAbout 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 philosophyWhat 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 problemsCompensation: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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Client Growth Partner
3 weeks ago
New Delhi, India Dezerv Full timeLocation - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements Experience -0 to 2 years Ideal for -Fresh graduates and postgraduates passionate about Wealth ManagementAbout Dezerv - Dezerv is India’s first expert-led...
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Client Growth Partner
2 weeks ago
New Delhi, India Dezerv Full time- Location - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements - Experience - 0 to 2 years - Ideal for - Fresh graduates and postgraduates passionate about Wealth ManagementAbout Dezerv -Dezerv is India’s first...
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Client Partner
2 weeks ago
New Delhi, India TRUGlobal Full timeJob Title: Client PartnerLocation: BangalorePosition Overview: The Client Partner will be responsible for building and nurturing client relationships, driving revenue growth, and ensuring client satisfaction within their designated accounts. This role requires a blend of strategic sales expertise, consultative selling skills, and a deep understanding of the...
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Growth partner
3 weeks ago
New Delhi, India Alepaa Lifestyle Full timeHiring: Co-Founder & Growth Partner | Equity-Based Role Alepaa Lifestyle Products Pvt. Ltd. | Social-Luxury | Slow Fashion I’m excited to share that Alepaa is entering a high-growth phase, and I’m now looking for aCo-Founder & Growth Partnerwho can join me in scaling this purpose-driven ecosystem. About Alepaa: Alepaa is a social-luxury slow fashion...
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Client Partner
2 weeks ago
Delhi, India TRUGlobal Full timeJob Title: Client PartnerLocation: BangalorePosition Overview:The Client Partner will be responsible for building and nurturing client relationships, driving revenue growth, and ensuring client satisfaction within their designated accounts. This role requires a blend of strategic sales expertise, consultative selling skills, and a deep understanding of the...
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Client Partner
2 weeks ago
New Delhi, India CriticalRiver Inc. Full timeSales/Client Partner – MENA & APACBase Location: Hyderabad, IndiaTravel: Frequent travel and operations from DubaiWe are looking for a dynamic and experienced Sales/Client Partner to join our India team. This role requires equal operational presence in Dubai, with a strong focus on business development and client management across MENA and APAC regions.Key...
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Senior Client Partner
2 weeks ago
New Delhi, India Summit Consulting Services Full timeSummary:The Client Principal Partner acts as a strategic liaison between Summit and its clients to drive business growth, ensure successful delivery of services, and foster long-term partnerships. This role requires deep understanding of client business needs and the ability to translate them into actionable solutions through Summit’s offerings.Key...
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Client Partner
5 days ago
New Delhi, India Synechron Full timeGood Day,Looking for Client Partner or Service Delivery Manager whocan join immediate to 30 days . Job Location:Gurugram Experience-12 Years to 16 Years. Working Mode - Weekly HybridAbout the CompanyAt Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology...
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Client Partner
3 days ago
New Delhi, India Synechron Full timeGood Day,Looking for Client Partner or Service Delivery Manager whocan join immediate to 30 days . Job Location:Gurugram Experience-12 Years to 16 Years. Working Mode - Weekly HybridAbout the CompanyAt Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology...
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Client Partner
6 days ago
New Delhi, India CriticalRiver Inc. Full timeSales/Client Partner – MENA & APAC Base Location:Hyderabad, India Travel:Frequent travel and operations from Dubai We are looking for a dynamic and experiencedSales/Client Partnerto join our India team. This role requires equal operational presence inDubai , with a strong focus on business development and client management acrossMENA and APACregions. Key...
