Client Growth Partner

12 hours ago

bangalore, India Dezerv Full time

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 ₹10,000 crore in assets since inception


About 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 Cr
  • Conduct quarterly video reviews with each client to discuss their Dezerv portfolio performance, benchmark comparisons and address any queries
  • Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication
  • Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share
  • Analyze client portfolios and recommend optimization strategies in line with Dezerv’s investment philosophy


What we expect:

  • Minimum 4 years of sales or advisory roles experience in financial services like Banks, NBFC’s & AMCs
  • Good academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA
  • Excellent communication skills
  • Strong alignment toward sales and client relationship management
  • Deep knowledge of financial markets & investment products like MFs, PMS & AIF
  • Ability to explain complex investment methodology to clients in simple terms
  • High 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 role
  • Dedication to go the extra mile to achieve outstanding results
  • Ability to thrive in a team-oriented environment
  • Openness to change, embrace challenges, and continuously seek opportunities for growth and development
  • Fresh perspectives and innovative thinking to solve problems


Compensation:

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

  • Client Partner

    1 day ago

    Bangalore, India Persistent Systems Full time

    About Position: We are identifying a client partner who is Passionate about the innovation economy, loves to dabble in next-gen technologies, and is excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning, in Clinical setting. Someone who has demonstrable relationships with...

  • Client Partner

    8 hours ago

    bangalore, India Persistent Systems Full time

    About Position:We are identifying a client partner who is Passionate about the innovation economy, loves to dabble in next-gen technologies, and is excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning, in Clinical setting. Someone who has demonstrable relationships with...

  • Delivery Champion/ Client Partner

    1 day ago

    Bangalore, India Marlabs LLC Full time

    Job Title: Delivery Champion/ Client Partner Job Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal...

  • Client Solutions Partner

    1 day ago

    Bangalore, India Quantiphi Full time

    Role : Client Solutions Partner (AI Solutioning for Telecom Industry) Experience Level : 8 to 12 years Location : Mumbai / Bangalore (hybrid) Job Summary: We are seeking a dynamic and strategic Client Solution Partner with expertise in Telecom and AI/Generative AI (GenAI) solutions. In this role, you will serve as a trusted advisor to telecom...

  • Client Solutions Partner

    12 hours ago

    bangalore, India Quantiphi Full time

    Role : Client Solutions Partner (AI Solutioning for Telecom Industry)Experience Level : 8 to 12 yearsLocation : Mumbai / Bangalore (hybrid)Job Summary:We are seeking a dynamic and strategic Client Solution Partner with expertise in Telecom and AI/Generative AI (GenAI) solutions. In this role, you will serve as a trusted advisor to telecom clients, helping...

  • Delivery Champion/ Client Partner

    8 hours ago

    bangalore, India Marlabs LLC Full time

    Job Title: Delivery Champion/ Client PartnerJob Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal teams,...

  • Delivery Champion/ Client Partner

    4 hours ago

    Bangalore, India Marlabs LLC Full time

    Job Title: Delivery Champion/ Client Partner Job Summary: As a Delivery Champion/ Client Partner at Marlabs, you will be responsible for managing and nurturing relationships with key clients, ensuring the delivery of exceptional software services, and driving business growth. You will act as the strategic liaison between the client and our internal...

  • Client Growth Partner

    1 day ago

    Bangalore, India Dezerv Full time € 10,000

    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...

  • Senior Client Solutions Partner

    1 day ago

    Bangalore, India Quantiphi Full time

    Role: Senior Client Solutions Partner Experience: 10+ Work location: Mumbai / Bengaluru (Hybrid) As a Senior Client Solutions Partner you will be a part of the core sales and GTM team of Quantiphi and you will be responsible for execution of end-to-end sales processes in a B2B environment. Your responsibilities will include: Prepare and deliver...

  • Senior Client Solutions Partner

    12 hours ago

    bangalore, India Quantiphi Full time

    Role: Senior Client Solutions PartnerExperience: 10+Work location: Mumbai / Bengaluru (Hybrid)As a Senior Client Solutions Partner you will be a part of the core sales and GTM team of Quantiphi and you will be responsible for execution of end-to-end sales processes in a B2B environment. Your responsibilities will include:Prepare and deliver technical...