Financial Sales Professional

2 days ago


Bengaluru, Karnataka, India Dezerv Full time

At Dezerv, we are expanding our team with a Financial Sales Executive who will play a pivotal role in building our client and prospect databases. This role involves fostering connections between prospects and our team of expert bankers to drive growth and success.

We are passionate about helping Indians invest better. As a Financial Sales Executive at Dezerv, you will work on building a prospective client base of high net worth individuals and ultra-high net worth individuals. Your primary focus will be to connect with prospective clients whose net worth exceeds 3-5 Crores and pitch them about Dezerv's offerings, educating them on our wealth products.

Your main agenda will be to get eligible clients to meet our team of expert bankers via video call or physical meet, ensuring good conversions of database received to meetings done. You will also need to clear any doubts about our wealth products when asked by clients and ensure high turn-ups in meetings.

To excel in this role, you should have a solid understanding of investments and wealth products, including mutual funds, PMS, AIF, bonds, etc. Additionally, you should possess sales experience in financial services, excellent communication skills, and the ability to perform in a target-driven environment.

We offer a competitive salary of ₹8-12 Lakhs per annum, depending on your experience and performance. You will also receive benefits such as health insurance, retirement planning, and opportunities for professional growth and development.

If you are motivated, driven, and enthusiastic about helping Indians grow their wealth, we encourage you to apply for this exciting opportunity. Join our team and contribute to shaping the future of investing in India.



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