Sales Manager - BFS

About the role:

We are looking for enthusiastic go-getters to join the inbound business team at Dezerv. In this role, you will work with high intent inbound clients with net worth of 50 lakhs and above. You will be responsible for helping users understand and to help them invest in Dezerv's PMS and MF investment strategies.

What you will work on:

- You get pre-scheduled video meetings with potential clients (portfolio size of - 50L & above)

- Get around 150 Calls booked by clients themselves via Dezerv 's Wealth Monitor app every month

- Showcase Dezerv's portfolio management approach

- Interact and convert these high-intent inbound leads

- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources

- Provide exceptional client experience

What we expect:

- Minimum 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc

- Excellent communication skills

- Deep knowledge of either mutual funds or stocks or PMS

- Ability to explain complex investment methodology to clients in simple terms

- High ownership and strong stakeholder management skills (both internal and external)

Education & Certifications:

- MBA or CA or CFA is preferred

- NISM Mutual Funds & PMS Distributors certificates (within 1 month of joining)

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