Client Growth Partner
4 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 ₹10,000 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 Partner
4 days ago
bangalore district, India GyanSys Inc. Full timeRole Overview The Client Partner will be responsible for owning strategic client relationships, driving revenue growth, and ensuring delivery excellence for SAP-centric services. This role demands a blend of account management, consultative selling, and partnership with delivery teams to create long-term value for clients. Key Responsibilities Client...
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Client Growth Partner
2 weeks ago
bangalore district, 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 partner
5 days ago
Bangalore, India Persistent Systems Full timeAbout Position: We are recruiting a Client Partner who is Passionate about the innovation economy, love to dabble in next gen technologies and excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning and Blockchain. Someone who has demonstrable existing relationships with...
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Client partner
3 weeks ago
Bangalore, India Persistent Systems Full timeAbout Position: We are recruiting a Client Partner who is Passionate about the innovation economy, love to dabble in next gen technologies and excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning and Blockchain. Someone who has demonstrable existing relationships with...
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Client Partner
2 days ago
bangalore, India Persistent Systems Full timeAbout Position: We are recruiting a Client Partner who is Passionate about the innovation economy, love to dabble in next gen technologies and excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning and Blockchain. Someone who has demonstrable existing relationships with...
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Client Partner
1 week ago
Bangalore, India Persistent Systems Full timeAbout Position: We are recruiting a Client Partner who is Passionate about the innovation economy, love to dabble in next gen technologies and excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning and Blockchain. Someone who has demonstrable existing relationships with...
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Client Partner
5 days ago
Bangalore, India Persistent Systems Full timeAbout Position: We are recruiting a Client Partner who is Passionate about the innovation economy, love to dabble in next gen technologies and excited about the future that technology is shaping – Product Engineering, Cloud, Mobility, Artificial Intelligence, Machine Learning and Blockchain. Someone who has demonstrable existing relationships with...
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Client Partner
7 days ago
bangalore, India Persistent Systems Full timeAbout 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...
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Technology Client Partner
2 weeks ago
Bangalore, India Polestar Analytics Full timeWe are seeking a dynamic and experienced GCC Sales Individual to drive the growth of our professional services within Global Capability Centers (GCCs). The ideal candidate will specialize in selling Data Analytics, Engineering, Artificial Intelligence (AI), and Enterprise Performance Management (EPM) services to GCC clients, enabling them to optimize their...
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Client partner
3 weeks ago
Bangalore, India Persistent Systems Full timeAbout 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...
