Strategic Financial Consultant for High Net Worth Clients

1 week ago


Mumbai, Maharashtra, India Dezerv Full time

Dezerv is a leading house of investing solutions for affluent Indians, backed by marquee firms like Premji Invest and Accel. Our team of experts has decades of investing expertise from global financial institutions like JP Morgan and UBS.

We are passionate about helping Indians invest better and manage their wealth effectively. Our goal is to provide a platform that leverages our investment expertise to help individuals grow their wealth without the stress, time, and costs involved in traditional investments.

This role involves engaging with discerning inbound clients possessing a net worth of 50 lakhs and above. Your main job is to help people understand Dezerv's Portfolio Management Service in Mutual Funds and guide them to make good investment choices.

You will work closely with the founding and leadership team on key projects, including evaluating customer requirements and asset distribution, initiating communication with customers to confirm their financial needs and future wealth management objectives, and showcasing Dezerv's portfolio management approach of fund selection, investment strategies, risk management, and guiding them on future investments.

To succeed in this role, you will need excellent communication skills, high ownership, and strong stakeholder management skills (both internal and external). You must be proficient in MS-Excel and have prior experience in sales, financial services, or banks. An MBA in Finance, CA, or CFA is preferred, and NISM VA and XXIA certificates are required within 30 days of joining.

This is a great opportunity to work with a talented team, contribute to key projects, and learn from experienced professionals. You will enjoy a competitive salary of ₹15-20 lakhs per annum, best-in-market compensation and incentives, and a wide scope of learning opportunities in different areas of business by working side by side with the product team and tech team.



  • Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time

    **Job Opportunity:** High Net Worth Client AdvisorVirtuous Advisors & Resources Private Ltd is a dynamic financial services conglomerate seeking a results-driven High Net Worth Client Advisor to join our team. As a seasoned professional with 8-15 years of experience in Investment Advisory/Wealth management, you will be responsible for developing and...


  • Mumbai, Maharashtra, India Waytogo Consultants Full time

    Job Title: High Net Worth Financial StrategistCompany Overview: At Waytogo Consultants, we pride ourselves on delivering exceptional wealth management solutions to high net worth individuals. Our team of experts works closely with clients to understand their financial goals and develop tailored strategies that align with their objectives.Salary: The salary...


  • Mumbai, Maharashtra, India Grok Search Full time

    About the Role: As an Executive Director of Private Banking at Grok Search, you will be responsible for leading our private banking team to deliver exceptional client experiences and drive business growth. You will develop and execute strategies to expand our private banking services, manage relationships with high-net-worth clients, and optimize our product...


  • Mumbai, Maharashtra, India Peoplemint Consultants Full time

    Company OverviewWe are Peoplemint Consultants, a leading provider of professional services.Salary: ₹ 8,00,000 - ₹ 12,00,000 per annumJob DescriptionWe are seeking an experienced High Net Worth Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth clients, providing them with expert...


  • Mumbai, Maharashtra, India Equentis Full time

    Job DescriptionWe are seeking an experienced High Net Worth Client Manager to join our team at Equentis. In this role, you will be responsible for managing high net worth clients, providing advisory services, and building and maintaining relationships with clients.Key Responsibilities:Manage a portfolio of high net worth clients with a minimum entry-level...


  • Mumbai, Maharashtra, India Equentis Full time

    About the RoleEquentis is looking for an experienced High Net Worth Client Advisor to join our team in Mumbai. The ideal candidate will have a strong background in wealth management, with a focus on high net worth clients and a proven track record of delivering exceptional results.Key ResponsibilitiesThis role involves building relationships with high net...


  • Mumbai, Maharashtra, India HSBC Full time

    About HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our vision is to be one of the world's leading international banks.Salary Range: $120,000 - $180,000 per yearWe are committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a...


  • Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time

    About the OpportunityWe are seeking an experienced High Net Worth Relationship Manager to join our team at SKS Enterprises - Human Resource Planning and Management. This role offers a unique opportunity to work with high net worth individuals and help them achieve their financial goals.Job DescriptionThe successful candidate will be responsible for building...


  • Mumbai, Maharashtra, India Talent Corner Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Talent Corner. The successful candidate will work closely with high net worth clients, providing personalized financial planning and guidance.ResponsibilitiesDevelop and implement comprehensive financial plans for HNI clients, taking into account their unique goals and risk...

  • High Net Worth Banker

    1 month ago


    Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full time

    Job SummaryWe are seeking an experienced High Net Worth Banker to join our team at Deutsche Bank Aktiengesellschaft, Filiale Mumbai. In this role, you will be responsible for acquiring and managing high net worth clients, providing them with world-class banking and investment services.


  • Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full time

    Job OverviewMintskill HR Solutions LLP is seeking a skilled and experienced High Net Worth Banking Relationship Manager to join our team. This role involves developing and maintaining banking relationships with high net worth customers, providing individualized customer services, and generating MIS reports.Key ResponsibilitiesRelationship Building and...


  • Mumbai, Maharashtra, India Equentis Full time

    Key Responsibilities:To acquire and advise high net worth clients with a minimum entry level portfolio amount of Rs 1 crore and above.To build up the sales funnel via client meetings or virtual presentations.To conduct and assist in organizing seminars, workshops, and other business development activities.Required Skills and Qualifications: Prior experience...


  • Mumbai, Maharashtra, India Motilal Oswal Fin Ser Limited Full time

    About the RoleThis Financial Services Business Development Director position requires an individual to manage, build, and drive a team of wealth managers to recommend products such as Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Private Equity, Stocks, Unlisted Shares, Bonds, and Direct Equity Products to meet the investment...


  • Mumbai, Maharashtra, India Karyarth Full time

    About KaryarthKaryarth is a leading provider of wealth management services, committed to helping high net worth individuals achieve their financial goals.


  • Mumbai, Maharashtra, India Keus Smart Home Full time

    Company OverviewKeus Smart Home is a leading provider of innovative home automation and lighting solutions, committed to delivering luxurious smart home experiences that are seamless and beyond compare.Job DescriptionSales Process Discipline: The successful candidate will be responsible for spearheading the sales process from lead generation to closure,...


  • Mumbai, Maharashtra, India Ground Zero Full time

    **Ground Zero Hiring Opportunity**We are seeking a seasoned Fundraising Professional to join our team as a High Net Worth Fundraising Specialist in Mumbai. This role involves identifying, cultivating, and soliciting major gifts from High Net Worth Individuals (HNIs) to support our organization's mission and programs.The ideal candidate will be a skilled...


  • Mumbai, Maharashtra, India 0277 Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai Full time

    About Deutsche BankDeutsche Bank is a leading global bank with a strong presence in India. Our branch banking operations cater to a diverse customer base through various channels, including personal banking, private banking, and business banking.Job SummaryWe are seeking a skilled High Net Worth Relationship Manager to join our team in Mumbai. As a key...


  • Mumbai, Maharashtra, India EduFund Full time

    In this role as a Financial Solutions Advisor - HNI Segment, you will be responsible for providing personalized financial solutions to high-net-worth individuals. This role requires strong sales, communication, and relationship-building skills.About the Team:You will be working with a team of experienced professionals who share your passion for delivering...


  • Mumbai, Maharashtra, India upGrad Rekrut Full time

    Kotak Mahindra Bank is India's second-largest private sector bank by market value, having been founded in 2003. The bank has approximately 1.5 million subscribers, including many of India's wealthiest individuals.About Kotak Mahindra BankThe bank provides corporate and retail clients with banking products and financial services in the fields of personal...


  • Mumbai, Maharashtra, India Leading Bank Full time

    Company OverviewLeading Bank is a renowned financial institution dedicated to providing exceptional banking and wealth management services.SalaryThe estimated annual salary for this role is ₹2,500,000 - ₹5,000,000 depending on experience.Job DescriptionWe are seeking an experienced Strategic Client Wealth Manager to join our team. As a trusted advisor,...