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

Why are we building Dezerv?

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

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About Dezerv

Founded :

2021

Type :

Products & Services

Size :

100-1000

Stage :

Raised funding

About

Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. Since inception, our clients have trusted us with over 6000+ crs of their assets. At Dezerv, we aim to deliver: - Comprehensive assessment of your investment portfolio from India's leading investment experts - Diversified portfolios to help you create long-term wealth using scientific allocation strategies - Day-to-day active management of your portfolio and timely corrective actions as and when needed Invest with us to unlock premium investment opportunities and create long-term wealth. Get started with the Dezerv Wealth Monitor app to get recommendations on your mutual fund portfolio.

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