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Client Financial Partner
4 weeks ago
Dezerv is a house of investing solutions for high net worth and affluent Indians. Founded by industry experts Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas.
Our goal is to provide individuals with long-term investment success without the stress, time, and costs involved in traditional investments.
We are seeking dynamic individuals to join our inbound business team at Dezerv. In this capacity, you will engage with discerning clients possessing a net worth of 50 lakhs and above.
Key Responsibilities:
- Review client portfolio holdings and provide expert suggestions on market alignment (portfolio size of ₹50L & above)
- Interact and convert high-intent inbound clients into investing in our portfolio products
- Evaluate customer requirements and asset distribution, actively initiate communication to confirm understanding of their financial needs and future wealth management objectives
- Showcase Dezerv's portfolio management approach, including fund selection, investment strategies, risk management, and guide them on future investments
Requirements:
- Excellent communication skills
- Ability 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 funds, stocks, bonds, and portfolio management services
About You:
- MBA in Finance
- CA or CFA preferred
- NISM VA and XXIA certificates required within 30 days of joining
What We Offer:
- A great work environment with high ownership and growth opportunities
- Best-in-market compensation and incentives
- Work closely with the founding and leadership team on key projects
