Business Development Associate

About the role

Dezerv is advancing on a path of growth and is eagerly seeking outstanding wealth experts to become integral members of our team. We are committed to curating a team of professionals who possess profound expertise and enthusiasm for guiding India's affluent and ultra-wealthy individuals in investing within our PMS Structure, always with a steadfast focus on the client's best interests. As part of the Business Development Team, you’ll drive the first step of our client acquisition journey - connecting with HNIs, building interest in our Portfolio review, PMS offerings, and ensuring seamless handovers to Relationship Managers for deeper engagement.

What you will work on:

• Work on building prospective client base of HNI and UHNIs'
• Engage in daily outreach through calling to identify and connect with potential clients.
• Connect with prospective clients whose net worth would be more than 60L+ and pitch them about Dezerv and educate them on our offerings
• Your primary responsibility will be to connect eligible clients with our team of expert Client Financial Partners through video or in-person meetings.
• Ensure good conversions of database received to meetings done
• Clear all doubts about our wealth products when asked by clients
• Ensure high turn ups in meeting

What we’re looking for

• Understand Investments & wealth products (Mutual Funds, PMS, AIF, Bonds etc.)
• Sales experience in financial services like wealth firms, AMCs, VC, Angel Investing - good to have minimum 0-2 years’ work experience in sales
• Must have good overall knowledge of the markets
• Have excellent communication skills
• Persevering, enthusiastic, motivated & driven
• Ability to perform in target-driven environment
• Be mission-oriented and comfortable with ambiguity
• We are seeking candidates who can join immediately at our Bangalore office.