Client Growth Partner

Dezerv; Mumbai; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Dezerv in Mumbai is looking for a Client Growth Partner to manage a portfolio of 80–100 clients with an AUM of 100–125 Cr, with potential to scale to 200 Cr, and to drive portfolio growth via SIPs and additional capital commitments.

You will conduct quarterly video reviews, maintain regular digital engagement for timely updates, translate complex investment concepts into clear client insights, and strive for high client satisfaction and retention in line with Dezerv's investment philosophy.

Qualifications

• Minimum 2+ years in portfolio advisory in financial services.
• Strong understanding of MF, Fixed Income, PMS, AIF and asset allocation.
• MBA from top B-school, CFA Level 2/3, or CA.
• Sales and client relationship management focus.
• Deep knowledge of markets, trends, products and strategies.
• Ability to translate complex finance into simple client insights.
• High ownership and stakeholder management.

Responsibilities

• Manage portfolio of 80-100 clients with AUM of 100-125 Cr, scalable to 200 Cr.
• Conduct quarterly video reviews with each client to discuss portfolio performance.
• Maintain regular digital engagement for timely updates and inquiries.
• Ensure high levels of client satisfaction and retention.
• Drive portfolio growth by initiating SIPs and securing capital commitments.
• Analyze client portfolios and recommend optimization aligned with Dezerv philosophy.

Skills

Portfolio advisory

Relationship management

Sales orientation

Client communication

Investment knowledge

Education

MBA

CFA Level 2/3

CA

Job description

Job Title

Client Growth Partner - Dezerv

Responsibilities

• Manage a portfolio of 80-100 clients with a current aggregate AUM of 100- 125 Cr, with the potential to scale up to 200 Cr
• Conduct quarterly video reviews with each client to discuss their Dezerv portfolio performance, benchmark comparisons and address any queries
• Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication
• Ensure high levels of client satisfaction and retention
• Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share
• Analyze client portfolios and recommend optimization strategies in line with Dezerv s investment philosophy

Requirements

• Minimum 2+ years of relevant portfolio advisory experience in financial services like Banks, NBFC s AMCs
• Strong understanding of: Mutual Funds, Fixed Income / Bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and asset allocation strategies
• Good academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA
• Strong alignment toward sales and client relationship management
• Deep knowledge of financial markets,market trends, investment products, and portfolio strategies
• Ability to translate complex financial information into simple insights for clients
• High ownership and strong stakeholder management skills (both internal and external)
• Excellent communication skills

Qualifications

• 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