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 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 with Subject Line Client Servicing Fulfillment and Business Growth Role

Other Jobs

Don't see a role that fits?

Talk to us