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Manager

Dilzer Consultants

Posted On: 2026-01-08 10:43:49
Openings: 10
Applicants: 0

Job Description

Client Servicing and Client Acquisition. He/she is responsible for client acquisition and client relationship building along with business growth and increasing revenue per client.

The person must have in-depth knowledge of markets and should be able to answer queries of clients relating to investments and planning.

The role of the Client Facing individual should match the overall philosophy and objective of our organization, always keeping our mission statement in mind and ensuring that only need-based solutions are offered to clients.

Areas covered would be Equity Advisory, Portfolio Management, Risk Management, Debt Management, Tax Management

Skills:

Good Communication skills

Good interpersonal skills

Team building spirit

KRIs to be met

ECertification : CFP/ CWM/ CFA/ NISM XAXB.

QQualification : Post Graduate in Finance.