Portfolio Growth Specialist

5 days ago

Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 15,00,00,000 - ₹ 35,00,00,000
Job Overview:

This role presents an exciting opportunity to leverage your sales and advisory expertise in the financial services sector. As a Portfolio Growth Specialist, you will be responsible for driving growth and expanding client relationships.

Key Responsibilities:
  • Manage a portfolio of clients with a current aggregate AUM of ₹100-150 Cr, with potential to scale up to ₹300-350 Cr
  • Conduct quarterly video reviews with each client to discuss their portfolio performance, benchmark comparisons, and address any queries
  • Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication
  • Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share
  • Analyze client portfolios and recommend optimization strategies in line with Dezerv's investment philosophy
Requirements:
  • Minimum 4 years of sales or advisory roles experience in financial services like Banks, NBFC's & AMCs
  • Good academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA
  • Excellent communication skills
  • Strong alignment toward sales and client relationship management
  • Deep knowledge of financial markets & investment products like MFs, PMS & AIF
  • Ability to explain complex investment methodology to clients in simple terms
  • High ownership and strong stakeholder management skills (both internal and external)
What We Expect:
  • Bring a high level of energy and enthusiasm to your role
  • Dedication to go the extra mile to achieve outstanding results
  • Ability to thrive in a team-oriented environment
  • Openness to change, embrace challenges, and continuously seek opportunities for growth and development
  • Fresh perspectives and innovative thinking to solve problems

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