Dilzer Consultants
Manager
Skills
4 years ago
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Important information
Contract type:
Permanent
Location:
Bengaluru, Karnataka, India
Work mode:
Onsite
Published on:
14 October 2026
What they need
Job highlights
- 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
- QQualification : Post Graduate in Finance.
- . Good Communication skills . Good interpersonal skills . .
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.
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