Financial Sales Executive

1 month ago

bangalore, India Dezerv Full time
Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 9000+ crs of their assets.
Why are we building Dezerv?
Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.
What are we trying to solve/mission?
We are passionate about helping Indians invest better. We manage investments with active oversight to help both, sophisticated and new investors build long term wealth across various market conditions.
About the role:
At Dezerv, you will have a pivotal role in our expansion efforts, actively contributing to the building of client and prospect databases, while also fostering smooth connections between prospects and our team of expert bankers.
What you will work on: ( SALES )
● Work on building prospective client base of HNI and UHNIs'
● Connect with prospective clients whose net worth would be more than 3-5 Cr and pitch
them about Dezerv and educate them on our offerings
● Your main agenda would be to get eligible clients to meet our team of expert bankers via video call or physical meet
● Ensure good conversions of database received to meetings done
● Clear all doubts about our Wealth products when asked by clients
● Ensure high turn ups in meetings
What we expect:
● Understand Investments & wealth products (Mutual Funds, PMS, AIF, Bonds etc.)
● Sales experience in financial services
● Must have good overall knowledge of the markets
● Have excellent communication skills
● Persevering, enthusiastic, motivated & driven
● Ability to perform in target target-driven environment
● Be mission-oriented and comfortable with ambiguity

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