Expert Wealth Manager
3 weeks ago
We are seeking a highly skilled and experienced financial professional to join our team as a Financial Partnership Specialist. This is a unique opportunity to work with high-net-worth individuals and affluent families, providing them with expert wealth management services.
About DezervDezerv is a leading provider of investing solutions for high net worth and affluent Indians. Our team of experts has decades of experience in managing assets and has successfully led and founded numerous wealth management businesses. We have managed over USD 7 billion in assets and have the expertise to provide personalized investment solutions to our clients.
Our goal is to help individuals grow their wealth without the stress, time, and costs involved in traditional investment methods. We leverage our expertise to provide our clients with tailored investment strategies that cater to their specific needs and goals.
The RoleIn this role, you will be working closely with our founding team and leadership members to engage with discerning inbound clients possessing a net worth of ₹50 lakhs and above. Your primary responsibility will be to guide these clients in understanding our Portfolio Management Service in Mutual Funds and help them make informed investment decisions.
You will need to interact with potential clients, review their portfolio holdings, and provide expert suggestions on aligning their investments with the market. You will also be responsible for converting high-intent inbound clients into investors in our portfolio products.
To succeed in this role, you must possess excellent communication skills, be able to articulate complex topics seamlessly to clients, and have a thorough knowledge of financial products like mutual funds, stocks, bonds, and portfolio management services.
What We Expect- Excellent communication skills
- Must be able 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
We offer a competitive salary of ₹15 lakhs per annum, along with best-in-market incentives and growth opportunities. You will also have the chance to work closely with our founding and leadership teams on key projects and benefit from a flat organizational structure that fosters open communication and collaboration.
We value our employees' contributions and believe in recognizing their hard work and dedication. As a member of our team, you can expect a great work environment with high ownership and growth opportunities, making this an ideal career move for ambitious professionals looking to take their careers to the next level.
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