Dezerv

Dezerv is a wealth management startup founded in 2021 and 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 brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

Roles & Responsibilities:

• Facilitate the account opening process (Resident Indians, NRI and Non individuals) and AIF accounts, ensuring a smooth and efficient client onboarding experience.
• KYC: End to end understanding and process towards - registration, modification and validation.
• Understanding of various investment products viz MF, Direct Equity, Bonds, AIF etc.
• Processing various types of transactions (Commercial and non- commercial), of all investment products
• End to end coordination with clients and internal teams to gather required information and documentation for account setup.
• Communication and coordination with various vendors, custodians, and internal departments to address client queries and resolve issues promptly.
• Leverage technology platforms to streamline and automate onboarding processes.

Skills & Experience Required:

• Experience: Minimum 3-7 years of experience in account opening, ideally within PMS or AIF services.
• Platform Experience: Proficiency in Wealth Spectrum is an added advantage.
• Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently.
• Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience

Dezerv is a wealth management startup founded in 2021 and 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 brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

Roles & Responsibilities:

•  Processing investment transactions in various investment products viz MF, Direct Equity,      Bonds, AIF etc.
• Knowledge on NFT (AUM transfer, PMS, AIF, Mutual funds)
• Non financial mutual fund execution with respective AMCs and RTA (Transmission, nominee, signature updation etc)
• Account opening – PMS and AIF (Third Party Products)
• Liaising with clients and internal teams for investments
• Deal with multiple vendors, custodians, and internal departments to answer client queries and resolve issues
• Understanding of tech platforms for automating processes

Skills & Experience Required:

• Experience of around 2-4 years with any AMC or RTA
• Experience in dealing with all securities including Direct Equity, ETFs, Mutual Funds and Bonds.
• Should have a good understanding of products across asset classes
• Strong process orientation & execution skills
• Platform Experience: Proficiency in Wealth Spectrum is an added advantage.
• Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently.
• Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience.