Investment Portfolio Specialist
5 days ago
About Dezerv
">Dezerv is a pioneering investment platform catering to high net worth and affluent Indians. Founded by seasoned entrepreneurs, the company brings together decades of expertise in wealth management from leading global financial institutions.
Our team of experts continuously monitors portfolio performance and rebalances as needed to ensure long-term success. Backed by prominent investors, we have successfully managed over ₹10,000 crores of client assets since inception.
">The Challenge We're Addressing
">Investing can be stressful and emotionally challenging. Building and growing wealth requires significant time and effort. At Dezerv, our mission is to empower individuals to grow their wealth without the burden of traditional investment hassles.
We strive to create a platform that leverages our extensive investment expertise to help individuals make informed investment decisions for a secure future.
">The Role
">We are seeking highly motivated professionals to join our inbound business team at Dezerv. In this capacity, you will engage with discerning clients possessing a net worth of ₹50 lakhs and above. Your primary responsibility will be to educate clients about Dezerv's Portfolio Management Service in Mutual Funds, guiding them to make informed investment choices, and ultimately converting them into valued clients.
">Your Key Responsibilities:
">- Conduct pre-scheduled video meetings with potential clients to review their portfolio holdings and provide expert suggestions on aligning their investments 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 the overall markets and effectively utilize this knowledge in conversations with clients
- Evaluate customer requirements and asset distribution, initiate communication to confirm a comprehensive understanding of their financial needs and future wealth management objectives
- Showcase Dezerv's portfolio management approach, including fund selection, investment strategies, risk management, and guide clients on future investments
- Maintain strong relationships with existing clients to encourage further investment in various products offered by Dezerv
Requirements:
">- 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 services
- High ownership on performance
- Proficient in MS-Excel
- Prior experience preferred in sales, financial services, or banks
Benefits:
">- A great work environment with high ownership and growth opportunities
- Best-in-market compensation and incentives
- Close collaboration with the founding and leadership team on key projects
- Opportunity to work with a high-talented team
- Flat organizational structure
- Wide scope of learning opportunities across different areas of the business
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