Client Wealth Strategist

2 days ago

Delhi, Delhi, India Dezerv Full time

Dezerv is a pioneering investment solutions firm catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts a team with decades of investing expertise from top global financial institutions like JP Morgan, UBS, BNP Paribas, and more. With an impressive track record of managing over USD 7 billion in assets, our team of experts ensures long-term success by continuously monitoring portfolio performance and rebalancing as needed.

We are backed by prominent firms such as Premji Invest, Accel, Elevation, Matrix, and others. Since inception, our clients have entrusted us with over ₹9,000 crores of their assets.

Our mission is to empower individuals to grow their wealth without the stress, time, and costs associated with traditional investments. We are building a platform that leverages our extensive investment expertise to help individuals invest better for their future.

At Dezerv, we are passionate about helping Indians invest wisely. We manage investments with active oversight to assist both sophisticated and new investors in building long-term wealth across various market conditions.

As a dynamic Client Wealth Strategist, you will play a crucial role in engaging with discerning inbound 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 towards making informed investment choices and ultimately converting them into Dezerv clients.

Your key areas of focus will include:

  • Reviewing client portfolios and providing expert suggestions on alignment with the market (portfolio size of ₹50L & above)
  • Interacting and converting high-intent inbound clients into investing in our portfolio products
  • Maintaining good knowledge of overall markets and using those points in conversations with clients
  • Evaluating customer requirements and asset distribution, actively initiating communication to confirm a thorough comprehension of their financial needs and future wealth management objectives
  • Showcasing Dezerv's portfolio management approach of fund selection, investment strategies, risk management, and guiding clients on future investments
  • Maintaining good relationships with existing clients for investing more into different products offered by Dezerv

We expect you to possess:

  • Excellent communication skills
  • The 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
  • Proficiency in MS-Excel
  • Prior experience preferred in sales, financial services, or banks

You will work closely with:

  • 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

In this role, you can expect:

  • 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 high-talented team to coordinate and work with
  • An open-door work culture
  • A flat organizational structure
  • A wide scope of learning opportunities in different business areas by working side-by-side with product and tech teams

Estimated annual salary: ₹10,00,000 - ₹15,00,000 depending on qualifications and experience.

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