Location: Bangalore (On-site)
Coverage: Multi-city Strategy (Mumbai, Delhi, Hyderabad, Kolkata)
Experience: 7 to 15 years
Employment Type: Full-time
Reports to: CEO / Founder

About Us

We are a premier Financial Planning and Investment Advisory firm with a distinguished 25-year legacy in wealth management. Recognized with the CNBCTV18 Financial Advisors Award, we manage sophisticated portfolios across Mutual Funds, Insurance, Equity, ETFs, PMS, AIF, International Funds, and strategic Asset Allocation.

Role Overview

We are seeking a high-impact leader to serve as the Second-in-Command (2IC). This role is for a seasoned qualified who brings uncompromising discipline and can hit the "floor running" from Day 1. You will be the architect of the firms human capital tasked with the rigorous training of new members and the continuous technical and professional growth of the existing team while driving aggressive business growth.

Key Responsibilities

1. Talent Architecture Training (Core Pillar)





The Deputy CEO is responsible for the intellectual and professional standards of the entire firm:
- New Hire Onboarding: Design and manage the 30-day "New Planner Status Sheet." Transition new joinees from "trainee" to "client-ready" through a structured curriculum.
- Technical Growth: Coordinate and lead internal/external training on specialized products and investment opportunities, including Life/Health Insurance modules, and advanced portfolio strategies (ESOPs, Cashflows, PMS).
- Professional Skills: Conduct "Prospect Call Practice" sessions. Observe demos, provide feedback on building trust, and teach "ABC" (Always Be Closing) techniques and fee communication.
- Ongoing Development: Implement monthly internal knowledge sessions to ensure existing staff are updated on regulatory changes and global asset classes.
- The Buddy System: Oversee the Mentor/Mentee program to ensure knowledge transfer and cultural alignment across the floor.

2. Sales Command Business Growth
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📌 Deputy CEO (Bengaluru)
🏢 Dilzer Consultants
📍 Bengaluru