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
Certification : CFP / NISM XA XB / CWM Certification / CFA
Qualification : Post Graduate in Finance.
Experience : minimum 3 years- 7 years
What you get by working at Dilzer Consultants Pvt Ltd
- Ethical Investment Advisory and Fiduciary Interest of clients.
- Flexible Work-from-home options- Hybrid and Extended based on KRIs.
- Immense learning opportunities and Professional development
- Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
- Opportunities to conduct webinars and financial literacy programs
- Ownership of clients for Long term mutual benefits.
- Opportunity to be heard and make a difference in clients life, with satisfaction of working to make a difference in clients lives.
Please share your resumes to careers@dilzer.net with Subject Line Client Servicing Fulfillment and Business Growth Role
