Analyst and client facing

Company Description

Dezerv is a wealth management company combining expert investment knowledge with advanced technology to optimize financial portfolios. Trusted by clients with assets exceeding INR 10,000+ crore since inception, Dezerv delivers comprehensive portfolio assessments by India’s leading investment professionals. The company specializes in creating diversified, long-term wealth through scientific allocation strategies and active portfolio management. Dezerv also unlocks premium investment opportunities and provides timely recommendations via the user-friendly Dezerv Wealth Monitor app.

Role Description

This is a full-time, on-site position based in Mumbai for an Analyst and Client-Facing role. The successful candidate will be responsible for analyzing financial data, providing insights, and assisting clients in achieving their investment objectives. The role involves directly engaging with clients, addressing their queries, offering exceptional customer service, and ensuring high levels of client satisfaction. Collaboration with internal teams and a clear understanding of financial strategies will also be key aspects of this role.

Qualifications

• Proficient analytical skills to evaluate financial data and provide actionable insights.
• Strong communication abilities to effectively engage with clients and internal teams.
• Commitment to delivering excellent customer service and ensuring client satisfaction.
• Knowledge of finance and investment principles.
• Ability to work in a team-oriented and client-focused environment.
• Relevant certifications or educational background in finance, economics, or related fields are a plus.
• Experience in a client-facing financial advisory role is advantageous, service and building prospects