Financial Partnership Manager

3 weeks ago


Bengaluru, Karnataka, India Dezerv Full time

We are seeking a skilled Financial Partnership Manager to join our team at Dezerv, a pioneering house of investing solutions catering to high net worth and affluent Indians.

Our team brings together decades of expertise from leading global financial institutions, having managed over $7 billion in assets. With a strong focus on portfolio performance monitoring and rebalancing, we ensure long-term success for our clients.

As a Financial Partnership Manager, you will engage with discerning clients possessing a net worth of ₹50 lakhs and above, guiding them to understand Dezerv's Portfolio Management Service in Mutual Funds. Your primary goal is to help clients make informed investment decisions, convert high-intent inbound clients into investing in our portfolio products, and maintain good relationships with existing clients for future investments.

To excel in this role, you will require:

  • Excellent communication skills to articulate complex topics seamlessly to clients
  • High ownership and strong stakeholder management skills (both internal and external)
  • A 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

We offer a competitive salary of ₹12-18 lakhs per annum, best-in-market compensation, and incentives. You will work closely with the founding and leadership team on key projects, enjoy a great work environment with high ownership and growth opportunities, and have access to a wide scope of learning opportunities in different areas of business by working side-by-side with product and tech teams.

Join us at Dezerv and contribute to helping Indians invest better, manage investments with active oversight, and build long-term wealth across various market conditions.



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