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Client Financial Partner

dezerv. is India’s first expert-led investment platform. 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.

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.

About the role:

We seek an outgoing and client-oriented financial partner to join our High Networth Business team and work with our HNI and UHNI clients. In this role, you will be responsible for meeting with clients, educating them about our services, and guiding them to make the best decisions. You'll also play a crucial part in generating new business by identifying opportunities for potential growth.

So, what are we looking for you to do in this role?

The key deliverable for the mentioned profile is to manage the client’s financial needs and maintain a strong relationship between the client and the company

Align themselves strongly with the client's wealth creation goals and work hand in glove with the investment teams to provide the best possible solutions to achieve those goals

Candidates should have a strong knack for acquiring new relationships along with nurturing the existing ones and

Candidates must be adaptive to technology whenever necessary and leveraging it to deliver a great experience to their clients

What are we looking for in you?

10-15 years of relevant experience in wealth management/ Investment Advisory

Must be managing AUM to the tune of INR 500 Cr and above

Strong knowledge of financial markets and economic position is a must

Good communications skills and entrepreneurial outlook

Must be intuitive to client needs

Job Type
Full Time
Salary
N/A
Experience
N/A
Posted
84 days ago

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