Financial Partnerships Manager

2 weeks ago


Hyderabad, Telangana, India Dezerv Full time

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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