PMS Sales Team Lead

1 day ago

Bengaluru, India Dezerv Full time
TEAM LEAD - BLRDezerv is India’s first expert-led investment platform. 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 as required to ensure long-term success. We are backed by marquee firms like Accel Partners, Elevation Capital, Matrix Venture Partners, etc. Since inception, our clients have trusted us with over 8000+CR of their assets.

About the role (PMS SALES TEAM LEAD)We are looking for enthusiastic go-getters to join the inbound business team at Dezerv. In this role, you will work with high intent inbound clients with investments of 50 lakhs and above. You will lead a team of Investment Specialists who guide clients to invest in Dezerv’s discretionary strategies. You will also bear the responsibility of the deliverables of the team which are to acquire, develop and retain relationships with clients across India.

What you will need to do:● Manage a team of 6-8 RM's to ensure their daily metrics are being met● Acquire and handle a potential team book size of 400-600Cr in wealth products through the system generated meetings● Train your team regularly on products and market knowledge● Have a metric driven approach towards solving the sales funnel● Maintain a deep understanding and technical knowledge of relevant products and servicesoffered by Dezerv and our competitors● Be responsible for the delivery of sales targets quarterly● Hand hold and resolve all operation related work for the team for better conversion● Manage and build team cadence toward daily SOPs

What you need to have done:

● Minimum of 7 years of relevant experience in financial sales● Have PMS & Mutual Fund sales experience (mandatory)● Have Prior team management experience in sales● Have excellent communication skills● Be a leader who maintains a productive climate and confidently motivates, mobilizes andcoaches team members to meet high performance standards● Have sound knowledge of financial services products and services

Education & Certifications:

● MBA or CA or CFA or CFP is definitely an asset● NISM Mutual Funds & PMS Distributors certificates (required before joining)

To succeed in this role:● Bring a high level of energy and enthusiasm to your role● Be dedicated to go the extra mile to achieve outstanding results● Have the ability to thrive in a team-oriented environment● Have the openness to change, embrace challenges, and continuously seek opportunities forgrowth and development● Have a fresh perspectives and innovative thinking to solve problems

People you will work with:The people you work with are crucial to your experience and success at work. You will work closelywith the following people1. Sandeep Jethwani, Co-Founder2. Sahil Contractor, Co-Founder3. Vaibhav Porwal, Co-Founder4. Chirag Gandhi, Head of Business - Ex-Julius Baer5. Jigme Bhutia, Head of Digital Acquisition Business - Ex-Citi, Ex-Kotak, IIM Kozhikode6. Sripad Panyam, Head of Product - Ex-Urban Company, IIT Delhi

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 sidewith product team and tech team

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