Hiring For Client Financial Manager

Dezerv Investments

About the role

We are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.

What you will work on: PMS Sales

You get pre-scheduled video meetings with potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of ₹50L & above)

Interact and convert these high-intent inbound clients into investing in our portfolio products

Have good knowledge of the overall markets and use those points in your conversations with clients

Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.

Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.

Guide clients thoroughly on their Tax liabilities when exiting or entering into funds

Maintain good relationships with your existing clients for investing more into different products which we offer

• Experience

  2 - 8 Years

• No. of Openings

  20

• Education

  B.B.A, B.Com, Chartered Accountant, Company Secretary, I.C.W.A, M.B.A/PGDM, M.Com, Any Bachelor Degree

• Role

  Financial Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office