Igeeks - Executive - Business Development(Internship)

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

Designation: Account Director Team: Account Management

Grade: 6

Job Location: Mumbai/ Gurugram

Reporting Manager: Business Head

Job Purpose

The Account Director is responsible for maintaining a leadership position in the market by contributing to:

● Success of a set of assigned client accounts, leading to account renewals and upsells

● Building of capable, independent and motivated teams

● Accurate internal planning, budgeting and forecasting

Role Responsibilities & Deliverables

1. Strategic ● Create plans, budgets & forecasts for internal consumption and usage ● Review & vet decoded client briefs of existing clients every quarter and of new clients as they come in ● Create and communicate Annual Operating Plans (AOP) basis the clients’ decoded briefs. Update the AOP incase of significant modifications in the client’s brief or digital platform policies during the course of the year ● Create quarterly execution plans based on internal plans and decoded client briefs ● Update resource planning basis quarterly FTE and utilization mapping ● Maintain monthly client P&Ls ● Ensure achievement of billing targets by the team ● Ensure timely renewal of contracts. Identify any obstacles to contract renewal well in advance, and resolve (or escalate) the same

2. Communication & Coordination

● Monthly / Quarterly (as pre-defined) meetings with clients to build relationship, understand client’s strategic / growth plans and identify upsell opportunities ● Monthly communication with clients to provide updates and collect feedback ● Ensure timely and proactive response to client emails (by self and by team) Mumbai | Gurugram

3. Account Management

● Brainstorm (when required) with relevant teams for client pitches and execution of briefs ● Ensure accurate referencing and industry benchmarking by the team ● Upsell offerings to existing clients based on specifically identified needs of the client ● Strategic intervention and inputs to the competitor analysis process. Identify process improvements, new potential offerings and internal training needs basis the same

4. Finance ● Follow up with the client for any overdue payment and ensure it’s release incase the Associate AD isn’t able to ● Review quarterly financial trackers and update the management on the same. Provide necessary inputs and course correction where required

5. Team ● Hire capable, independent resources that can understand, communicate and execute client briefs accurately ● Create a team culture of research and self-development ● Work with the L&D team to structure training programs that directly impact work quality along with specific competencies

Core Competencies

1. Business & Financial Acumen ● Fluency in comprehending, tracking and maintaining financial data ● Keenness in understanding Client business with the aim at linking team efforts with Client revenue

2. Leadership & Team Management ● Lead by example & mentor team members ● Keep team members motivated at all times ● Ensure quality resources are brought on board ● Provide appropriate level of feedback concerning team progress (via performance reviews and on the job feedback) ● Train, mentor and motivate the team Mumbai | Gurugram

3. Industry Knowledge ● Monitor competitor offerings and identify potential business avenues ● Update self and the team on the latest industry trends

4. Customer Focus ● Keep client needs in mind while framing strategies ● Timely resolution of client escalations

5. Planning & Organizing ● Tactfully prioritise tasks and projects to manage work across brands ● Deliver quality work within deadlines with the available resources

6. Communication ● Excellent written and verbal skills ● Ability to clearly articulate complex ideas and strategies to clients and the team ● Ability to sell work and ideas, and respond positively to feedback

Desired Qualifications & Expereince

1. UG - Any Graduate - Any Specialization OR PG - Any PG Course – Any Specialization; Post Graduation Not Mandatory.

2. Candidates with 5+ years of work experience can apply. Should have preferably been involved in Client Servicing, Strategy and Execution – All three

3. Prior team management experience preferred

4. Proven & demonstrable experience of being able to work under pressure and multi-task. Should be comfortable with handling pressure since the role demands it

• Your responsibilities:
• Build, improve and extend NLP capabilities
• Research and evaluate different approaches to NLP problems
• Must be able to write code that is well designed, produce deliverable results
• Write code that scales and can be deployed to production

• Fundamentals of statistical methods is a must
• Experience in named entity recognition, POS Tagging, Lemmatization, vector representations of textual data and neural networks - RNN, LSTM
• A solid foundation in Python, data structures, algorithms, and general software development skills.
• Ability to apply machine learning to problems that deal with language
• Engineering ability to build robustly scalable pipelines
• Ability to work in a multi-disciplinary team with a strong product focus

You'll be involved in the entire product lifecycle including the design, development, deployment, and maintenance of new and existing features. You'll also produce detailed specifications. Your code will be written in a timely and scalable way all while ensuring strong optimization.

• Develop in CRM as per the client and customer requirement
• Develop API integration with banks and NBFc to to transfer specific data.
• Well, understanding of Apache/Nginx servers.
• Well-knowledgeable of GIT.
• Experience working on PostgreSQL databases.
• Experience working in an Agile environment.
• Excellent developer who can interact effectively with businesses to understand product requirements and translate them into scalable and flexible Solutions.
• Work well within a team, take initiative and have clear communication. Ability to communicate challenges and solutions clearly within a team of people.
• Worked with AWS, or other major cloud vendors.
• Some exposure in working with databases, preferably postgres, sql.

What you'll do:

• Solve complex development problems and produce the highest quality code while striving to push technical boundaries
• Work closely with both external clients and internal, cross-functional product and technical teams to support multiple projects
• Maintain technical design documentation, communicating architectural and design changes to development teams
• Conduct regular design and code reviews, establishing and publishing quality and performance metrics
• Manage and foster a team-oriented environment, providing technical oversight to team members

Basic qualifications:

• Bachelor of Science
• 9+ years of experience working with .NET technologies, with advanced proficiency in C#
• A minimum of 4-5 years working with SQL Server Databases, designing new or altering existing table structures to meet project requirements
• Demonstrated knowledge of enterprise architecture and SOA services
• Strong background in web technologies and architectures
• Technical acumen and understanding of Agile technical practices and how they operate within an Agile organization
• Strong Communication Skills
• Proven ability to build, manage and foster a team-oriented environment

Preferred qualifications:

• Data-driven, analytical approach to problem solving and project management
• Experience working in a product-based IT company and/or banking and financial services company
• Familiarity with multiple implementation standards and methodologies, including Agile
• Experience working with ASP.NET MVC, Entity Framework, LINQ, NoSQL, Message Queue, and building Reusable Libraries