Dezerv
https://dezerv.inAbout
Company social profiles
Jobs at Dezerv
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
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
The recruiter has not been active on this job recently. You may apply but please expect a delayed response.
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.
Similar companies
About the company
Jobs
4
About the company
As a prominent web development company in India, our core expertise lies in custom software development for web and mobile app development according to client’s need and business workflow. we assist our clients through every step of the way; from consultation, design, development to maintenance. Leave it all in the hands of our expert web developers and we will build you secure, innovative and responsive web applications.
Jobs
21
About the company
Passionate about education?
CK-12 is on the lookout for talented, creative, and dedicated people to join our mission to provide great education to students around the world. We are looking for candidates to join our office at Bangalore.
We have a strong education platform that has served over 200 Million users, have got over 1.45 Billion questions answered and have got more than 285 thousand customised Flexbooks. We have embarked on exciting journey to build AI-powered student tutor and Teacher Assistant to build next generation of learning platform.
About CK-12 Foundation
CK-12’s mission is to provide free access to open-source content and technology tools that empower students as well as teachers to enhance and experiment with different learning styles, resources, levels of competence, and circumstances.
To achieve this noble and ambitious vision, we at CK-12 are challenging traditional model of education to transform it dramatically. Technology has opened up lots of opportunities to revolutionize education for the benefit of students, teachers and parents.
We have chosen to be non-profit so that we can effectively realize our mission and so that we can do the right thing! It also provides us the ability to experiment big and bold ideas. CK-12 is backed by Vinod Khosla, a renowned technology venture capitalist.
At CK-12, you’ll experience the benefits of working in a dynamic, entrepreneurial, innovative and non bureaucratic environment where you will get a lot of cool things done than you ever imagined! We are a small group of passionate folks who are determined to disrupt the current form of education. We came together from companies such as Apple, eBay, Amazon, McGraw-Hill, and startups.
Technology is key to scale education and we deeply believe in it. Come develop great solutions on our cloud based (AWS) and AI-first platform delivering rich and interactive content.
Does our mission, people and technologies excite you? If the answer is YES! and you are a great technologist who will challenge status-quo (no order takers please!) by innovating, please come join us! Together, we will change the world!
Check out how CK-12 is making an impact in teaching and learning - https://www.ck12info.org/about/testimonials/
Flexi, our AI-powered Student Tutor - https://www.ck12.org/pages/student-tutor/
AI-powered Teacher Assistant - https://www.ck12.org/pages/teacher-assistant/
Benefits: Medical and Accident Insurance, Free food orders for lunch.
Location: https://goo.gl/maps/NkA2Hr8JhtE3raWr5
Jobs
3
About the company
Certa’s no-code platform makes it easy to digitize and manage the lifecycle of all your suppliers, partners, and customers. With automated onboarding, contract lifecycle management, and ESG management, Certa eliminates the procurement bottleneck and allows companies to onboard third-parties 3x faster.
Jobs
4
About the company
Drive your financial institution into the future of digital lending! CloudBankin is an end-to-end lending platform where it helps you to disburse loans in 10 minutes. Moreover, the software provides seamless and scalable integration. It automates the process and furnishes configurable workflow management. Increase your operational efficiency and take your business to the next level of excellence. Trusted by the most prominent players in the Indian lending sector. Digitize your journey with CloudBankin today!
Jobs
4
About the company
Jobs
6
About the company
RockED is the premier people development platform for the automotive industry, supporting the entire employee lifecycle from pre-hire and onboarding to upskilling and career transitions. With microlearning content, gamified delivery, and real-time feedback, RockED is educating the automotive
workforce and solving the industry's greatest business challenges.
The RockED Company Inc. is headquartered in Florida. Backed by top industry experts and investors,
we’re a well-funded startup on an exciting growth journey. Our R&D team (Indian entity) is at the core
of all product and technology innovation
Our India R&D team, which is in Bangalore (Office in Church Street), leads all product and technology innovation, and we’re now expanding this team.
AI will play a key role in improving intelligence, personalization, and overall user experience across the platform.
Jobs
4
About the company
We are an award-winning software agency that specializes in crafting cutting-edge solutions for a variety of industries.
Our expertise spans across a wide range of areas, including Full Stack development, Blockchain Technology, and Game Development.
Jobs
2
About the company
Gamepe Technologies creates innovative digital products that connect communities through live interactive contests, audio experiences, and meaningful connections.
Jobs
13
