Client Financial Partner

Dezerv

1 - 9 years

13 - 15 Lacs

mumbai

Posted:9 hours ago| Platform:

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Skills Required

excel wealth management financial products financial services sales mutual funds investment strategies transition wellness portfolio management investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Your Role: As a Client Financial Partner, you ll directly impact the way clients build their financial future
You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies
Key Responsibilities: Transition your existing client relationships to Dezerv based on merit Conduct pre-scheduled, high-value online meetings with potential clients (portfolio size of 50L+) Use Dezerv s proprietary tech-driven approach to provide data-driven insights on clients portfolios Articulate Dezerv s unique value proposition to convert high-intent leads into investors Cultivate trust and foster lasting relationships with clients through exceptional service Stay up on market dynamics to provide meaningful and timely advice What You ll Gain At Dezerv, we ensure our employees thrive while building meaningful careers
Growth Opportunities: Take ownership and work on impactful projects
Grow across domains and build your own team Rewards: Competitive compensation with industry-best incentives, and wellness benefits
Culture: A flat, open-door organization where every idea matters
A dynamic, supportive work environment that values teamwork and inclusivity
Learning: Collaborate with highly talented teams in finance, product and tech, enhancing your skills across domains
What You BringWe re looking for dynamic individuals passionate about finance and client success
Requirements: Outstanding communication skills with the ability to simplify complex financial concepts
Expertise in financial products such as mutual funds, bonds, and portfolio management services
Proficiency in MS Excel
Prior experience in financial services, sales or banking preferred
Key Attributes: Energetic and self-driven with a go-getter attitude
High ownership and a results-oriented mindset
Team player with a collaborative mindset
Flexible and open to challenges with a commitment to growth
Join Dezerv and shape the future of investments
Let s grow wealth the smarter way

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