Client Growth Partner
2 days 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 ₹10,000 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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Partner Growth Executive
1 week ago
Neeti Bagh, Delhi, Delhi, India Client of Nkrafterz Full timeWe're looking for a Partner Growth Executive to join our team, both at work, and at play! We take the work hard, play harder philosophy way too seriously out here. We're an ambitious bunch, we're hungry, and we've only just begun. About The Role: The Partner Growth Executive will support the team with B2B partner acquisition, partner lead generation and...
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Client Growth Partner
1 week ago
New Delhi, India Dezerv Full timeAbout 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...
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Client Partner
3 days ago
New Delhi, India GyanSys Inc. Full timeRole OverviewThe Client Partner will be responsible for owning strategic client relationships, driving revenue growth, and ensuring delivery excellence for SAP-centric services. This role demands a blend of account management, consultative selling, and partnership with delivery teams to create long-term value for clients.Key ResponsibilitiesClient...
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Client Partner
1 week ago
New Delhi, India GyanSys Inc. Full timeRole Overview The Client Partner will be responsible for owning strategic client relationships, driving revenue growth, and ensuring delivery excellence for SAP-centric services. This role demands a blend of account management, consultative selling, and partnership with delivery teams to create long-term value for clients.Key Responsibilities Client...
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Client Partner
4 days ago
New Delhi, India Bits In Glass Full timeTitle: Client Partner Location: PuneJob Title: Client Partner / Client Success ManagerJob Summary:We are seeking an experienced Client Partner / Client Success Manager to drive business growth, foster strong client relationships, and ensure exceptional service delivery. The ideal candidate will have a proven track record in managing global clients,...
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Client Partner
17 hours ago
New Delhi, India Bits In Glass Full timeTitle: Client PartnerLocation: PuneJob Title: Client Partner / Client Success ManagerJob Summary:We are seeking an experienced Client Partner / Client Success Manager to drive business growth, foster strong client relationships, and ensure exceptional service delivery. The ideal candidate will have a proven track record in managing global clients, preferably...
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Client Partner
4 days ago
New Delhi, India Persistent Systems Full timeAbout Position: We are identifying an Client Partner(BFSI) who will be responsible for leading sales activities for Technology Services. A key aspect of the role is to inspire customers on their product engineering and digital transformation journey and advise how Persistent could play an integral part in that journey. To own and cultivate business...
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Client Partner
17 hours ago
New Delhi, India Persistent Systems Full timeAbout Position:We are identifying an Client Partner(BFSI) who will be responsible for leading sales activities for Technology Services. A key aspect of the role is to inspire customers on their product engineering and digital transformation journey and advise how Persistent could play an integral part in that journey. To own and cultivate business...
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Client Partner
3 days 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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Client Partner
19 hours 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...
