Strategic Portfolio Growth Associate

5 hours ago


Sangli, Maharashtra, India Dezerv Full time

Dezerv is a premier wealth management platform catering to high net worth and affluent Indians.

About the Company

We are co-founded by seasoned professionals Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, who have led and founded successful wealth management businesses and managed over USD 7 billion in assets. Our team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, and more. We strive to deliver long-term success through our portfolio management approach.

About the Role

We are seeking a dynamic individual to join our inbound business team as a Strategic Portfolio Growth Associate. In this role, you will engage with discerning clients possessing a net worth of 50 lakhs and above. Your primary responsibility will be to help clients understand our Portfolio Management Service in Mutual Funds and guide them in making informed investment decisions.

Key Responsibilities:
  • You will review client portfolios and provide expert suggestions on alignment with market conditions for clients with a portfolio size of ₹50L & above.
  • Interact and convert high-intent inbound clients into investing in our portfolio products.
  • Maintain good relationships with existing clients for further investments in our offered products.
Requirements:
  • Excellent communication skills 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.
  • Prior experience preferred in sales, financial services, or banks.
What We Offer:
  • 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.
  • A flat organizational structure offering wide scope for learning opportunities.


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