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Strategic Investment Partner

1 week ago

Nashik, Maharashtra, India Dezerv Full time

About Us

Dezerv is a leading house of investing solutions for affluent individuals. Our team brings together decades of expertise from top global financial institutions, including JP Morgan, UBS, and BNP Paribas.

We are passionate about helping Indians invest better and manage their wealth across various market conditions. Our goal is to provide a platform that leverages our investment expertise to help individuals grow their wealth without stress, time, and costs involved in traditional investments.

Your Role

We are seeking dynamic individuals to join our inbound business team at Dezerv. As a PMS Sales Professional, you will engage with discerning clients possessing a net worth of ₹50 lakhs and above. Your main responsibility is to help clients understand our Portfolio Management Service in Mutual Funds and guide them to make good investment choices.

Key Responsibilities

  • You will get pre-scheduled video meetings with potential clients where you will review their portfolio holdings and provide expert suggestions on aligning their holdings with the market.
  • Interact and convert high-intent inbound clients into investing in our portfolio products.
  • Have good knowledge of the overall markets and use those points in your conversations with clients.
  • Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
  • Showcase Dezerv's portfolio management approach of fund selection, investment strategies, risk management, and guide clients on future investments.

Requirements

  • Excellent communication skills
  • Must be able to articulate complex topics seamlessly to clients
  • High ownership and strong stakeholder management skills (both internal and external)
  • Thorough knowledge of financial products like mutual funds, stocks, bonds, and portfolio management services
  • Must have high ownership on performance
  • Proficient in MS-Excel
  • Prior experience preferred in sales, financial services, or banks

Benefits

  • A great work environment with high ownership and growth opportunities
  • Best-in-market compensation and incentives
  • Work closely with the founding and 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-side with product teams and tech teams

What You Will Work With

  • The people you work with are crucial to your experience and success at work. You will work closely with:
  • Sandeep Jethwani, Co-Founder
  • Sahil Contractor, Co-Founder
  • Vaibhav Porwal, Co-Founder
  • Chirag Gandhi, Head of Business - Ex-JuliusBaer