Financial Partnerships Manager
2 weeks ago
At Dezerv, we're seeking a skilled Financial Partnerships Manager to join our inbound business team. This dynamic role will involve engaging with discerning clients possessing a net worth of 50 lakhs and above. Your primary objective will be to help these individuals understand Dezerv's Portfolio Management Service in Mutual Funds.
Key responsibilities will include:
- Reviewing client portfolio holdings and providing expert suggestions on alignment with the market
- Interacting and converting high-intent inbound clients into investing in our portfolio products
- Evaluating customer requirements and asset distribution
- Showcasing Dezerv's portfolio management approach of fund selection, investment strategies, risk management, and guiding clients on future investments
To excel in this role, you'll require:
- 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 service
- Must have high ownership on performance
- Proficient in MS-Excel
- Prior experience preferred in sales, financial services, or banks
We offer a competitive salary range of $60,000 - $80,000 per annum, along with best-in-market compensation and incentives. You'll work closely with our founding and leadership team on key projects and have opportunities for growth within a flat organizational structure. Join us in shaping the future of wealth management at Dezerv
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