Client Financial Partner

2 weeks ago

Bengaluru, India Dezerv Full time
Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 9000+ crs of their assets.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission?

We are passionate about helping Indians invest better. We manage investments with active oversight to help both, sophisticated and new investors build long term wealth across various market conditions.

About the role

We are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your main job is to help people understand Dezerv's Portfolio Management Service in Mutual Funds. You'll be guiding clients to make good investment choices, and then you'll need to get them to become Dezerv's clients.

What you will work on: (PMS SALES)

- You get pre-scheduled video meetings with potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of ₹50L & above)- Interact and convert these high-intent inbound clients into investing in our portfolio products.- Have good knowledge of the overall markets and use those points in your conversations with clients.- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.- Showcase Dezerv's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.- Maintain good relationships with your existing clients for investing more into different products which we offer.

What we expect:

- Excellent communication skills- Must be able to articulate complex topics seamlessly to clients.- High ownership and strong stakeholder management skills (both internal and external)- Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service- Must have high ownership on performance- Proficient in MS-Excel- Prior experience preferred in sales, financial services or banks

Education & Certifications:

- MBA in Finance- CA or CFA is preferred- NISM VA and XXIA certificates (Required with-in 30 days of joining)

You will work with:

The people you work with are crucial to your experience and success at work. You will work closely with the following people

1. Sandeep Jethwani, Co-Founder2. Sahil Contractor, Co-Founder3. Vaibhav Porwal, Co-Founder4. Chirag Gandhi, Head of Business - Ex-JuliusBaer5. Jigme Bhutia, Head of Digital Acquisition Business - Ex-Citi, Ex-Kotak, IIM Kozhikode

What you can expect:

- A great work environment with high ownership and growth opportunities- Best in market compensation and Incentives- Work closely with the founding and the leadership team on key projects- High talented team members to coordinate and work with- Open door work culture- Flat organizational structure- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team

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