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Investment Solutions Expert
1 week ago
We are seeking dynamic professionals to join our business team at Dezerv, a house of investing solutions for high net worth and affluent Indians.
As a key member of our team, you will engage with discerning clients possessing a net worth of 50 lakhs and above to help them understand our Portfolio Management Service in Mutual Funds.
You will be guiding clients to make good investment choices and converting high-intent inbound clients into investing in our portfolio products.
Key Responsibilities:- Review client portfolios and provide expert suggestions on alignment with market conditions.
- Interact with potential clients through pre-scheduled video meetings.
- Evaluate customer requirements and asset distribution.
- Showcase our portfolio management approach and guide clients on future investments.
- Excellent communication skills.
- Ability to articulate complex topics seamlessly to clients.
- High ownership and strong stakeholder management skills.
- Thorough knowledge of financial products like mutual funds, stocks, bonds, and portfolio management services.
Our team brings together decades of investing expertise from leading global financial institutions. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc.
What We Offer:- A great work environment with high ownership and growth opportunities.
- Best-in-market compensation and incentives.
- Opportunities to work closely with the founding and leadership team on key projects.
- A flat organizational structure and wide scope of learning opportunities.
