Investment and Sales Associate
2 weeks ago
**About Dezerv**:
Dezerv. is a wealthtech startup that offers quality investment solutions to successful working professionals. We believe better investing comes with simplicity, lower cost and predictable returns. Our clients deserve bespoke solutions that are delivered through a modern, intuitive platform. At Dezerv., you will be part of an exciting early-stage environment with lots of change and opportunity. We bring decades of experience of advising the wealthiest families in India and globally. You will learn from and collaborate with team members from leading global institutions such as IIFL Wealth, Uber, Anand Rathi, J.P. Morgan etc. Join us in our mission to deliver smart solutions to deserving investors.
**What are you expected to do?**
- Responsible for relationship management and handling sales
- Develop and maintain relationship with clients & channel partners and increase market share for dezerv
- Conducting meetings with clients/associates, understanding their needs and providing relevant feedback up the chain
- Build long term core assets through incremental net sales, execute the sales plans and meet the set targets
- Understand client requirements, analyze existing portfolios
- Give analytical insights using in-house portfolio tools
**What are we looking for?**
- 1-2 years of work experience
- Strong knowledge of capital markets and other financial products
- Deep understanding of the sales process
- Strong product knowledge
- Adept in Microsoft Office Especially Powerpoint & Excel.
- Past experience in managing investor money
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