Investment Portfolio Specialist
4 days ago
**Company Overview**
Dezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians.
Co-founded by seasoned entrepreneurs, Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, we bring together decades of investing expertise from top global financial institutions.
We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.
**Job Description**
We are actively seeking a dynamic Investment Portfolio Specialist to join our inbound business team at Dezerv.
In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above, guiding them on Dezerv's Portfolio Management Service in Mutual Funds.
You'll be responsible for reviewing client portfolios, providing expert suggestions, and converting high-intent inbound clients into investing in our portfolio products.
Key Responsibilities:
- Evaluate customer requirements and asset distribution
- Initiate communication with customers to confirm a thorough comprehension of their financial needs and future wealth management objectives
- Showcase Dezerv's portfolio management approach, including fund selection, investment strategies, and risk management
**Requirements**
To succeed in this role, you should have:
- Excellent communication skills to articulate complex topics seamlessly to clients
- High ownership and stakeholder management skills, both internal and external
- Thorough knowledge of financial products, including mutual funds, stocks, bonds, and portfolio management services
- Proficient in MS-Excel and prior experience in sales, financial services, or banks
**Benefits**
A competitive salary and incentives package
Opportunities for professional growth and development
Collaborative and dynamic work environment
Flexible work arrangements and remote work options
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