Strategic Financial Consultant for High Net Worth Clients
1 week ago
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.
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