Client Growth Partner

Job Title

Client Growth Partner - Dezerv

Responsibilities

• Manage a portfolio of 80-100 clients with a current aggregate AUM of 100- 125 Cr, with the potential to scale up to 200 Cr
• Conduct quarterly video reviews with each client to discuss their Dezerv portfolio performance, benchmark comparisons and address any queries
• Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication
• Ensure high levels of client satisfaction and retention
• Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share
• Analyze client portfolios and recommend optimization strategies in line with Dezerv s investment philosophy

Requirements

• Minimum 2+ years of relevant portfolio advisory experience in financial services like Banks, NBFC s AMCs
• Strong understanding of: Mutual Funds, Fixed Income / Bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and asset allocation strategies
• Good academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA
• Strong alignment toward sales and client relationship management
• Deep knowledge of financial markets,market trends, investment products, and portfolio strategies
• Ability to translate complex financial information into simple insights for clients
• High ownership and strong stakeholder management skills (both internal and external)
• Excellent communication skills

Qualifications

• To succeed in this role: Bring a high level of energy and enthusiasm to your role
• Dedication to go the extra mile to achieve outstanding results
• Ability to thrive in a team-oriented environment
• Openness to change, embrace challenges, and continuously seek opportunities for growth and development
• Fresh perspectives and innovative thinking to solve problems