Client Servicing Fulfillment and Business Growth

Location :  Bangalore

Role :

  • Client Servicing and Client Acquisition. He/she is responsible for client acquisition and client relationship building along with business growth and increasing revenue per client.
  • The person must have in-depth knowledge of markets and should be able to answer queries of clients relating to investments and planning.
  • The role of the Client Facing individual should match the overall philosophy and objective of our organization, always keeping our mission statement in mind and ensuring that only need-based solutions are offered to clients.
  • Areas covered would be Equity Advisory, Portfolio Management, Risk Management, Debt Management, Tax Management, Insurance, and Taxation.


Skills :

  • Good Communication skills
  • Good interpersonal skills
  • Team-building spirit
  • KRIs to be met


ECertification : CFP/ CWM/ CFA/ NISM XA&XB.

Qualification : Post Graduate in Finance.

Experience :  minimum 3 years- 7 years


What you get at Dilzer Consultants Pvt Ltd

  • Immense learning opportunities
  • Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
  • Opportunities to conduct webinars and financial literacy programs
  • Opportunities to share ideas with the management and implement and take ownership of growth.


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