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Client Financial Partner
1 month ago
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.
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)
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
