Job Summary

Dezerv is advancing on a path of growth and is eagerly seeking outstanding wealth experts to become integral members of our team. We are committed to curating a team of professionals who possess profound expertise and enthusiasm for guiding India's affluent and ultra-wealthy individuals in investing within our PMS Structure, always with a steadfast focus on the clients' best interests. As part of the Business Development Team, you'll drive the first step of our client acquisition journey - connecting with HNIs, building interest in our Portfolio review, PMS offerings, and ensuring seamless handovers to Relationship Managers for deeper engagement.

Responsibilities

- Build prospective client base of HNI and UHNIs.

- Engage in daily outreach through calling to identify and connect with potential clients.

- Connect with prospective clients whose net worth would be more than 60L+ and pitch them about Dezerv and educate them on our offerings.

- Your primary responsibility will be to connect eligible clients with our team of expert Client Financial Partners through video or in-person meetings.

- Ensure good conversions of database received to meetings done.





- Clear all doubts about our wealth products when asked by clients.

- Ensure high turn ups in meeting.

Requirements

- Understand Investments wealth products (Mutual Funds, PMS, AIF, Bonds etc.).

- Sales experience in financial services like wealth firms, AMCs, VC, Angel Investing - good to have minimum 0-2 years work experience in sales.

- Must have good overall knowledge of the markets.

- Have excellent communication skills.

- Persevering, enthusiastic, motivated driven.

- Ability to perform in target-driven setting.

- Be mission-oriented and comfortable with ambiguity.

- We are seeking candidates who can join immediately at our Bangalore office.

Skills

- Investments wealth products

- Sales experience in financial services

- Mutual Funds

- PMS

- AIF

- Bonds

- Excellent communication skills

- Persevering

- Motivated

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Business Development Associate (Bengaluru)
🏢 dezerv.
📍 Bengaluru