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
Among the multitude of healthcare IT companies, HealthAsyst has the required expertise in the US healthcare domain helping us offer world class healthcare IT services & solutions with improvement in productivity and efficiency.
HealthAsyst® is currently a leading provider of IT services to some of the largest healthcare IT vendors in the United States.
We bring the value of cutting-edge technology through our deep expertise in product engineering, custom software development, testing, large-scale healthcare IT implementation and integrations, on-going maintenance and support, BI & Analytics, and remote monitoring platforms.
As a true partner, we help our customers navigate a complex regulatory landscape, deal with cost pressures, and offer high-quality services. As a healthcare transformation agent, we enable innovation in technology and accelerate problem-solving while delivering unmatched cost benefits to healthcare technology companies.
Since 1999, HealthAsyst IT Services has been delivering technology solutions through a systematic, consultative approach to prestigious healthcare tech companies.
Jobs
3
About the company
Jobs
1
About the company
There's an old saying "first you work then you play", well BlogVault is here to break that where you won't feel the difference between work and leisure because it's a free working environment with a lot of encouragement to learn an extra mile.
BlogVault is a place which you'd look out to work for. It's not just the culture, it's not just the friends you meet, it's also the work you do! Well, you might be thinking this is a SaaS company who's growing exponentially and yet they're informal, you're right! we believe in having a relaxed work place where you can be you!
So be who you are and let's show what we are!
Jobs
0
About the company
We are Proximity - a global team of coders, designers, product managers, geeks and experts. We solve hard, long-term engineering problems and build cutting edge tech products.
About us
Born in 2019, Proximity Works is a global, fully distributed tech firm headquartered in San Francisco - with hubs across Mumbai, Dubai, Toronto, Stockholm, and Bengaluru. We’re in the business of solving high-stakes engineering challenges with AI-powered solutions tailored for industries like sports, media & entertainment, fintech, and enterprise platforms. From real-time game analytics and ticketing workflows to creative content generation, we help build software that serves millions every day.
About the Founders
At the helm is Hardik Jagda, CEO - a technologist with a startup DNA who brings clarity to complexity and a passion for building delightful experiences.
Milestones & Impact
- Trusted by some of the world’s biggest players - from major media & entertainment giants to one of the world’s largest cricket websites and the second-largest stock exchange in the world.
- Delivered game-changing tech: slashing content creation by 90%, doubling performance metrics for NASDAQ clients, and accelerating speed/performance wins for platforms like Dream11.
Culture & Why It Matters
- Fully distributed and flexible: work 100% remotely, design your own schedule, build habits that work for you and not the other way around.
- People-first culture: Community events, “Proxonaut battles,” monthly off-sites, and a liberal referral policy keep us connected even when we’re apart.
- High-trust environment: autonomy is encouraged. You’re empowered to act, learn fast, and iterate boldly. We know great work comes when talented people have space to think and create.
Jobs
4
About the company
Nudge is a user experience platform for consumer companies to help them activate, retain, and understand users.
We’re backed by Antler, and marquee angels including Kunal Shah (Cred), Dhruv Bahl (BharatPe), Bharati Balakrishnan(Shopify), Prashant Pitti (Easemytrip), Pallav Nadhani (FusionCharts), and Ajinkya Kulkarni (WintWealth).
Who We Are
We're on a mission to revolutionize how companies deliver personalized experiences to their users. At Nudge, we've built a powerful SaaS platform that enables consumer companies to run rapid product experiments and deliver truly personalized user experiences. What makes us special? We help product and growth teams build native UX components without needing any development effort – yes, you heard that right!
Our Secret Sauce
We're proud of our comprehensive suite of tools that work together seamlessly:
- Want to create meaningful interactions? Our dynamic UX library has got you covered
- Need to experiment with UI in real-time? Jump into our visual builder
- Looking to create personalized customer journeys? Our user flows are here to help
- Want to incentivize actions? Our reward engine makes it simple
- Plus, we've got powerful experimentation capabilities and analytics tools to track it all
The best part? We integrate with over 25 popular tools like Mixpanel, Amplitude, Segment, and Braze. We believe in making your existing tech stack work better, not replacing it!
Our Team
We're led by our passionate co-founders, Kanishka Thakur (CEO) and Gaurav Rawat. Under Kanishka's leadership, we're pushing the boundaries of what's possible in personalization and experimentation.
Our Growth Story
We're backed by some amazing investors who believe in our vision. Our journey started with initial backing from GradCapital, and we've since received support from Antler. We're excited to share that we recently closed our Pre-Seed round in 2024, which is helping us accelerate our mission even faster!
What Makes Us Different:
We understand that every user is unique, and their experience should be too. That's why we've built our platform to personalize across multiple dimensions - content, timing, incentives, and UI. Whether you're running A/B tests, creating personalized journeys, or analyzing user behavior, we make it simple and effective.
Want to see how we can transform your user experiences? We'd love to show you around our platform - check out our website or the demo below!
Jobs
1
About the company
Jobs
3
About the company
Jobs
1
About the company
Jobs
1
About the company
Trisetra is an AI-powered platform designed to bridge the gap between design vision and reality for bathroom remodeling contractors and clients. With Trisetra, users can:
- Instantly generate multiple professional 3D bathroom designs just by describing their needs.
- Receive detailed, accurate project estimates that accompany each design.
- Explore immersive 360-degree renders and models, enabling clients to fully visualize proposed outcomes before committing.
- Collaborate remotely, with real-time syncing across devices, easy permissions management, and tools to track client engagement and feedback—without needing in-person meetings.
- Rest assured every design is code-compliant, with Trisetra’s AI enforcing accuracy and adherence to building regulations.
- Identify and resolve design issues early in the process, reducing rework and miscommunication.
Jobs
1
About the company
We are a B2B Technology Marketing Agency, helping our clients communicate more effectively, drive demand, and optimize their customer journey. Our team of tech-passionate experts lead with business objectives, speak the tech and channel language, and then put their creativity, tools, and technical skills to use to help brands achieve their goals. Some key clients we have worked with: are Microsoft, IBM, Alibaba Cloud, Eka Software, Cigniti Technologies, Redington, and Polestar Solutions.
There is no other industry that changes at the speed at which technology does. Innovations keep on coming up, competition keeps on increasing, and GTM models keep on evolving. Marketers are pulled in a million directions. They must deliver on that plus they have to stay abreast of the latest happenings. That's where we come in - to supplement the team and support top priorities, so clients achieve high-quality results, fast. We operate as an extension, caring just as much about success, challenges, and growth opportunities, as rolling up our sleeves time and again to help figure it out.
Jobs
5
