...company will be given.
# Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
# To conduct and assist in... ...Financial Planning, Estate Planning, and Certi...
...Role/ Job Title: Sales Manager – Home Loans Prime
Function/ Department: Home Loans
Job Purpose
The role entails direct customer interaction and is responsible for acquisition of Home Loan customers for a d...
Job Description:
Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
Anticipate the complex financial needs of the client and offer solutions through a wi...
...work with are crucial to your experience and success at work. You will work closely with the following people
Sandeep Jethwani, Co-Founder
Sahil Contractor, Co-Founder
Vaibhav Porwal, Co-Founder
Chirag G...
...JOB SUMMARY:
Key Account Manager (KAM) will serve as the primary contact for high net-worth individual/entity clients. Responsible for devising and implementing strategies to acquire and engage large clients for ...
We are looking for HR Manager in Mumbai with 10 - 12 yrs as HR
Location Mumbai
Manager - HR, Recruitment and Admin - Talent Acquisition, Induction and IT Mumbai
Reporting to HR Manager - Head
Job Description
Source and recruit appropr...
...pipeline for upgrade to Priority Segment
Engage premium clients by identifying and meeting needs, including via cross sell of retail banking products
Follow the applicable contact management approach to drive ...
...Contracts.
Proactive approach.
Continuous endeavour to improve and improvise standard templates.
Research and Implement best practices to enhance effectiveness.
IP Management:
Trademarks Search, applications & registration
Oppositio...
...Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team br...
