At Dezerv, you will have a pivotal role in our expansion efforts, actively contributing to the building of client and prospect databases, while also fostering smooth connections between prospects and our team of expert bankers.
Key Responsibilities:
1. Work on building prospective client base of HNI and UHNIs'
2. Connect with prospective clients whose net worth would be more than 3-5 Cr and pitch them about Dezerv and educate them on our offerings
3. Your main agenda would be to get eligible clients to meet our team of expert bankers via video call or physical meet
4. Ensure good conversions of database received to meetings done
5. Clear all doubts about our Wealth products when asked by clients
6. Ensure high turn ups in meetings
1. BBA or MBA in finance preferred
2. Understand investments & wealth products (mutual funds, PMS, AIF, bonds etc.)
3. Sales experience in financial services
4. Must have good overall knowledge of the markets
5. Have excellent communication skills
6. Persevering, enthusiastic, motivated & driven
7. Be mission-oriented and comfortable with ambiguity
Annual CTC: ₹ 5,00,000 - 9,00,000 /year
Dezerv is a professional investing platform aiming to deliver sustainable returns to affluent Indians. The portfolios are designed using decades of investing expertise and modern portfolio science. It also offers a bouquet of alternative investment options to bolster the overall investment further.