Financial Growth Specialist
20 hours ago
At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.
About the Role:You will have a pivotal role in our expansion efforts, actively contributing to the building of client and prospect databases, while also fostering smooth connections between prospects and our team of expert bankers.
Responsibilities:- Work on building a prospective client base of high net worth individuals (HNI) and ultra-high net worth individuals (UHNIs')
- Pitch them about Dezerv and educate them on our offerings
- Get eligible clients to meet our team of expert bankers via video call or physical meeting
- E nsure good conversions of database received to meetings done
- Clear all doubts about our Wealth products when asked by clients
- E nsure high turn ups in meetings
We expect you to possess:
- Strong understanding of investments & wealth products (Mutual Funds, PMS, AIF, Bonds etc.)
- Sales experience in financial services
- Good overall knowledge of the markets
- Excellent communication skills
- Persevering, enthusiastic, motivated & driven
- Ability to perform in target-driven environment
- Be mission-oriented and comfortable with ambiguity
Our estimated salary is around ₹15-20 lakhs per annum, based on industry standards and market conditions. This figure may vary depending on factors like location, qualifications, and performance.
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