Wealth Manager - Relationships and Business Growth

We are primarily a Financial Planning and Investment Advisory firm with 22 years of experience in this field. In 2018 and 2019, we won the CNBCTV18 Financial Advisors Award—All India National Category—Woman IFA and the All India Wealth Management Award for the Top 100 Women in Finance from AIWMI.

Featured in the book The Wizest Owl as the Top 5 Financial Advsiors (SEBI Registered) All India in 2022 

1. Client Acquisition in the market.
2. Demonstrating company products, features, options, fees, investment plans and services in line with compliance guidelines.
3. Increasing customer basis and maintaining customer retention and long term client association.
4. Ability to influence customers and meet them at site and bring in new business.
5. Measurement of Customer growth from client acquisition to retention to business generation and continuity.
6. Strong presentation skills,lead generation and business development.

 The work requirement is to review portfolios, make recommendations on changes needed, based on risk profile and asset allocation, prepare research reports, and newsletters, prepare comprehensive financial plans, analyze the same and meet and present the same to clients. You will be allotted a select group of clients whom you need to manage their needs effectively.

Our Salary model is a combination of Fixed Pay and Incentive-based structure -- 

• 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 Manager Role