Financial Portfolio Advisor
1 month ago
Dezerv is a pioneering platform offering bespoke investment solutions tailored to the needs of high net worth and affluent individuals in India.
We are driven by a passion for empowering Indians to make informed investment decisions, leveraging our extensive expertise in wealth management.
Our team of experts, led by Co-Founders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, has successfully managed over ₹7,000 crores in assets. With decades of experience from leading global financial institutions like JP Morgan, UBS, BNP Paribas, and more, we bring unparalleled knowledge to the table.
Our mission is to provide a stress-free and time-efficient investment experience, allowing individuals to focus on their long-term goals without sacrificing returns.
In this role, you will be responsible for engaging with discerning inbound clients possessing a net worth of ₹50 lakhs and above, guiding them through Dezerv's Portfolio Management Service in Mutual Funds, and converting high-intent leads into valued clients.
Key Responsibilities:
- Review client portfolios, providing expert suggestions on alignment with market trends (portfolio size of ₹50L & above)
- Interact and convert high-intent inbound clients into investing in our portfolio products
- Demonstrate thorough knowledge of overall markets and utilize points in conversations with clients
- Evaluate customer requirements and asset distribution, initiating communication to confirm comprehension of financial needs and future wealth management objectives
- Showcase Dezerv's portfolio management approach of fund selection, investment strategies, risk management, and guide clients on future investments
What We Expect:
- Excellent communication skills
- Ability to articulate complex topics seamlessly to clients
- High ownership and strong stakeholder management skills (both internal and external)
- Thorough knowledge of financial products like mutual funds, stocks, bonds, and portfolio management service
- Must have high ownership on performance
- Proficient in MS-Excel
- Prior experience preferred in sales, financial services, or banks
Education & Certifications:
- MBA in Finance
- CA or CFA is preferred
- NISM VA and XXIA certificates (Required within 30 days of joining)
You Will Work With:
The people you work with are crucial to your experience and success at work. You will work closely with:
- Sandeep Jethwani, Co-Founder
- Sahil Contractor, Co-Founder
- Vaibhav Porwal, Co-Founder
- Chirag Gandhi, Head of Business - Ex-JuliusBaer
- Jigme Bhutia, Head of Digital Acquisition Business - Ex-Citi, Ex-Kotak, IIM Kozhikode
Benefits:
- A great work environment with high ownership and growth opportunities
- Best-in-market compensation and incentives
- Work closely with the founding and leadership team on key projects
- Highly talented team members to coordinate and work with
- Open-door work culture
- Flat organizational structure
- Wide scope of learning opportunities in different areas of business by working side-by-side with product and tech teams
Estimated Salary: ₹25 lakhs per annum, commensurate with experience and qualifications.
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