Client Financial Partner5 min read

Job Title

Client Financial Partner

Job Location – Mumbai

Company Overview:

Dezerv is an investment management company that combines the expertise of seasoned investment professionals with advanced technology to provide comprehensive investment management solutions. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success.

Since inception, our clients have trusted us with over 2000+ crs of their assets.

At Dezerv, we aim to deliver:

• Comprehensive assessment of your investment portfolio from India’s leading investment experts
• Diversified portfolios to help you create long-term wealth using scientific allocation strategies
• Day-to-day active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund portfolio from investment experts.

Job Overview:

Hiring for Dezerv’s inbound business team, where you’ll cater to affluent clients with a net worth of 50 lakhs and above, educating them on our Portfolio Management Service and Mutual Fund strategies to guide their investments effectively.

Job Profile:

• Interact with HNIs & UHNIs clients and guide them with their current portfolio
• Deal only in high ticket products like PMS, Private credit & AIF
• No cold calling/ door-to-door sales/ outbound lead generation
• No upper cap on incentives, earn up to 2x – 3X of your CTC
• Incentives are calculated from the first acquisition
• No miss selling required as all clients are verified and eligible
• Accelerated career growth

Candidate Profile:

• • • Knowledge of Mutual Fund and Portfolio Management
    • CWM (Preferred)
    • Minimum 1 year experience in relevant field

CTC – 14LPA +7*LPA variables
Minimum 1 year experience in relevant field