Client Growth Partner
3 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 ₹14,000 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 CrConduct quarterly video reviews with each client to discuss their Dezerv portfolio performance, benchmark comparisons and address any queriesMaintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communicationDrive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet shareAnalyze 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 & AMCsGood academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CAExcellent communication skillsStrong alignment toward sales and client relationship managementDeep knowledge of financial markets & investment products like MFs, PMS & AIFAbility to explain complex investment methodology to clients in simple termsHigh 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 roleDedication to go the extra mile to achieve outstanding resultsAbility to thrive in a team-oriented environmentOpenness to change, embrace challenges, and continuously seek opportunities for growth and developmentFresh 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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Client Growth Partner
1 week ago
Bangalore, India Dezerv Full timeLocation - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements Experience - 0 to 2 years Ideal for - Fresh graduates and postgraduates passionate about Wealth Management About Dezerv - Dezerv is India's first expert-led...
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Client Growth Partner
2 weeks ago
bangalore, India Dezerv Full timeLocation - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements Experience - 0 to 2 years Ideal for - Fresh graduates and postgraduates passionate about Wealth Management About Dezerv - Dezerv is India’s first expert-led...
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Client Growth Partner
2 weeks ago
bangalore, India Dezerv Full timeLocation - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirementsExperience - 0 to 2 yearsIdeal for - Fresh graduates and postgraduates passionate about Wealth ManagementAbout Dezerv - Dezerv is India’s first expert-led...
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Client Growth Partner
4 weeks ago
Bangalore Division, 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 Growth Partner
2 weeks ago
Bangalore Division, India Dezerv Full timeLocation - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements Experience - 0 to 2 years Ideal for - Fresh graduates and postgraduates passionate about Wealth Management About Dezerv - Dezerv is India’s first expert-led...
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Client Growth Partner
2 weeks ago
bangalore district, India Dezerv Full timeLocation - The initial training will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Dehi), based on business requirements Experience - 0 to 2 years Ideal for - Fresh graduates and postgraduates passionate about Wealth Management About Dezerv - Dezerv is India’s first expert-led...
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Client Partner
1 week ago
bangalore, India TRUGlobal Full timeJob Title: Client PartnerLocation: BangalorePosition Overview:The Client Partner will be responsible for building and nurturing client relationships, driving revenue growth, and ensuring client satisfaction within their designated accounts. This role requires a blend of strategic sales expertise, consultative selling skills, and a deep understanding of the...
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Client Partner
1 week ago
Bangalore Division, India TRUGlobal Full timeJob Title: Client Partner Location: Bangalore Position Overview: The Client Partner will be responsible for building and nurturing client relationships, driving revenue growth, and ensuring client satisfaction within their designated accounts. This role requires a blend of strategic sales expertise, consultative selling skills, and a deep understanding of...
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Client Partner
1 week ago
bangalore district, India TRUGlobal Full timeJob Title: Client Partner Location: Bangalore Position Overview: The Client Partner will be responsible for building and nurturing client relationships, driving revenue growth, and ensuring client satisfaction within their designated accounts. This role requires a blend of strategic sales expertise, consultative selling skills, and a deep understanding of...
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Growth partner
2 weeks ago
bangalore, India Alepaa Lifestyle Full time🚀 Hiring: Co-Founder & Growth Partner | Equity-Based Role Alepaa Lifestyle Products Pvt. Ltd. | Social-Luxury | Slow FashionI’m excited to share that Alepaa is entering a high-growth phase, and I’m now looking for a Co-Founder & Growth Partner who can join me in scaling this purpose-driven ecosystem.About Alepaa: Alepaa is a social-luxury slow fashion...
