Financial Services Specialist
2 weeks ago
Dezerv is a premier investment solutions provider catering to high net worth and affluent Indians. Our esteemed founders, Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, bring decades of wealth management expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.
We have managed over USD 7 billion in assets and possess a team of experts who closely monitor portfolio performance, rebalancing them as required to ensure long-term success. Backed by reputable firms like Premji Invest, Accel, Elevation, Matrix, etc., our clients trust us with over 10,000+ crs of their assets.
We aim to alleviate the stress and time-consuming nature of investing. Our platform leverages our extensive investment knowledge to empower individuals in growing their wealth without the traditional investment hassles.
Our mission revolves around helping Indians invest better, actively overseeing investments to facilitate both seasoned and novice investors in building long-term wealth across diverse market conditions.
You will engage with discerning clients possessing a net worth of 50 lakhs and above, guiding them through Dezerv's Portfolio Management Service in Mutual Funds. Your primary role involves making informed investment suggestions, converting potential clients into loyal investors, and fostering strong relationships with existing clients.
Your responsibilities will include:
- Reviewing client portfolios, providing expert advice on alignment with market trends
- Interacting and converting high-intent inbound clients into investors
- Maintaining comprehensive knowledge of overall markets to effectively communicate with clients
- Evaluating customer requirements and asset distribution, initiating thorough comprehension of their financial needs and future wealth management objectives
- Showcasing Dezerv's portfolio management approach, including fund selection, investment strategies, risk management, and guiding clients on future investments
We seek candidates with:
- Excellent communication skills
- Ability to articulate complex topics seamlessly to clients
- High ownership and strong stakeholder management skills (internal and external)
- Thorough knowledge of financial products like mutual funds, stocks, bonds, and portfolio management services
- Strong ownership on performance
- Proficiency in MS-Excel
- Prior experience in sales, financial services, or banks preferred
Required education includes:
- MBA in Finance
- Minimum 3 years of experience in financial management
- CA or CFA certification preferred
- NISM VA and XXIA certificates within 30 days of joining
Collaborate with key personnel:
- 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
Enjoy:
- A great work environment with high ownership and growth opportunities
- Best-in-market compensation and incentives
- Closely work with founding and leadership teams on key projects
- Highly talented team members to coordinate and work with
- Open-door work culture
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