Dezerv - Virtual Wealth Manager - Portfolio Management Service

Virtual Wealth Manager - Portfolio Management Service

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 clients possessing a net worth of 5Crs and above. Your primary responsibilities will encompass meeting clients virtually and giving them a portfolio review of their existing holdings and ultimately pitching clients to invest in our PMS strategy.

What you will work on: PMS Sales

- You will get filtered leads of 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 - 60L & above)

- Interact and convert HNI/UHNI 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