
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

About Dezerv
About
Similar jobs (10)
Dear Candidate,
Greetings from Wissen Technology.
We have an exciting Job opportunity for GCP SRE Engineer Professionals. Please refer to the Job Description below and share your profile if interested.
About Wissen Technology:
- The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015.
- Wissen Technology is a specialized technology company that delivers high-end consulting for organizations in the Banking & Finance, Telecom, and Healthcare domains. We help clients build world class products.
- Our workforce consists of 1000+ highly skilled professionals, with leadership and senior management executives who have graduated from Ivy League Universities like Wharton, MIT, IITs, IIMs, and NITs and with rich work experience in some of the biggest companies in the world.
- Wissen Technology has grown its revenues by 400% in these five years without any external funding or investments.
- Globally present with offices US, India, UK, Australia, Mexico, and Canada.
- We offer an array of services including Application Development, Artificial Intelligence & Machine Learning, Big Data & Analytics, Visualization & Business Intelligence, Robotic Process Automation, Cloud, Mobility, Agile & DevOps, Quality Assurance & Test Automation.
- Wissen Technology has been certified as a Great Place to Work®.
- Wissen Technology has been voted as the Top 20 AI/ML vendor by CIO Insider in 2020.
- Over the years, Wissen Group has successfully delivered $650 million worth of projects for more than 20 of the Fortune 500 companies.
- The technology and thought leadership that the company commands in the industry is the direct result of the kind of people Wissen has been able to attract. Wissen is committed to providing them the best possible opportunities and careers, which extends to providing the best possible experience and value to our clients.
We have served client across sectors like Banking, Telecom, Healthcare, Manufacturing, and Energy. They include likes of Morgan Stanley, MSCI, State Street Corporation, Flipkart, Swiggy, Trafigura, GE to name a few.
Job Description:
Please find below details:
Experience - 4+ Years
Location- Bangalore/Mumbai/Pune
Team Responsibilities
The successful candidate shall be part of the S&C – SRE Team. Our team provides a tier 2/3 support to S&C Business. This position involves collaboration with the client facing teams like Client Services, Product and Research teams and Infrastructure/Technology and Application development teams to perform Environment and Application maintenance and support.
Resource's key Responsibilities
• Provide Tier 2/3 product technical support.
• Building software to help operations and support activities.
• Manage system\software configurations and troubleshoot environment issues.
• Identify opportunities for optimizing system performance through changes in configuration or suggestions for development.
• Plan, document and deploy software applications on our Unix/Linux/Azure and GCP based systems.
• Collaborate with development and software testing teams throughout the release process.
• Analyze release and deployment processes to identify key areas for automation and optimization.
• Manage hardware and software resources & coordinate maintenance, planned downtimes with
infrastructure group across all the environments. (Production / Non-Production).
• Must spend minimum one week a month as on call support to help with off-hour emergencies and maintenance activities.
Required skills and experience
• Bachelor's degree, Computer Science, Engineering or other similar concentration (BE/MCA)
• Master’s degree a plus
• 6-8 years’ experience in Production Support/ Application Management/ Application Development (support/ maintenance) role.
• Excellent problem-solving/troubleshooting skills, fast learner
• Strong knowledge of Unix Administration.
• Strong scripting skills in Shell, Python, Batch is must.
• Strong Database experience – Oracle
• Strong knowledge of Software Development Life Cycle
• Power shell is nice to have
• Software development skillsets in Java or Ruby.
• Worked upon any of the cloud platforms – GCP/Azure/AWS is nice to have
JOB DESCRIPTION OF BUSINESS DEVELOPMENT ASSOCIATE
About Bizpole
Bizpole is a Start-up, Businesses Accelerator and Corpo-Legal Service Provider engaged in helping the start-up and businesses dreams and strategizes the concepts into a successful venture without any failures. Bizpole is a technology-driven platform which aims to be a one stop solution that covers the Legal needs of the General public, Startups and established Businesses. We offer seamless services to manage all kinds of compliance processes with respect to the Government bodies and enable people to start new ventures. Our Team's decades of in-depth knowledge in Business Accounting, Management & Consulting is the Core, which helps in Validating, Consulting and Regularizing the ventures, be it a Proprietorship, Partnership, LLP, Private Limited Company. We even get to such a scale in assisting the Businesses by streamlining the accounting headaches providing strategic accounting support for the venture even acting as the proxy accountant. Having a perfect blend of Technology and Human touch, Biz pole team always delivers high quality Business Solutions & Services, across India.
The role of a Business Development Associate is to assist the organization sales and growth efforts by contributing to new customer acquisition. He/she should be able to provide ideas to attract new clients and keep the senior management updated about marketplace and competitor activity.
The primary role and responsibilities of a Business Development Associate include:
u Build contacts with potential clients to create new business opportunities.
u Acquire new clients by selling our products.
u Keep prospective client database updated.
u Track and analyse sales data to identify trends and opportunities for growth.
u Make cold calls for new business leads.
u Arrange meetings for senior management with prospective clients.
u Learn about the product and services of the company.
u Achieve the quarterly, monthly, and annual sales targets.
u Maintaining strong relationships with existing clients.
u Negotiate with clients and give them the best deals.
u Follow company guidelines and procedures for acquisition
Required Skills and Experience:
· Must possess strong customer service skills.
· Excellent written and verbal communication.
· Must have good negotiation skills.
· Must be able to create good presentations.
· Must have excellent inter personal skills.
· Must be detail oriented and an active listener.
. Ability to develop good relationships with current and potential clients
- Graduate with 1-3 years of experience in graphic designing
- Experience in designing/ developing e-learning courses
- Experience working with an LMS and course development software
- Excellent English and Hindi written and verbal communication skills
- Ability to work with a team and stakeholders at various levels of hierarchy
- Creativity
- Self-driven with the ability to work without constant supervision
- Experience in Graphic Design software - Adobe Photoshop, Canva, Illustrator, Sketch, Corel draw, etc.
- Experience in Video editing
- Self-driven with the ability to work without constant supervision
Job Description
What will you do at Skillovilla ?
- Learn & understand Skillovillas products, prospective clients & services well.
- Understand customer needs, and requirements and correlate solutions and customer requirements
- Identify and qualify new customers coming from our inbound and outbound lead funnel.
- Developing strong relationships with customers, connecting with key business executives and stakeholders.
- Document all pertinent customer information and conversations in the CRM system
- Respond, engage and qualify inbound/outbound leads and inquiries.
- Execute planned sales activities and develop a target list of high-potential new customers.
- Achieve monthly & quarterly quotas.
- Perform effective online demos to prospects.
What do we need from you?
- Exceptional communication skills, both oral and written, coupled with excellent listening skills and a positive and energetic phone presence (Hindi, English Mandatory, knowing regional languages will be a plus).
- Ability to make focused efforts to win customers.
- The ideal candidate should be strategy-driven with a research-based approach.
- Ability to multitask, prioritize and manage time effectively.
Academic Qualification : Any Graduation/ Post Graduation (completed and pursuing final year students).
Location : Bangalore (Work from Office)
- Hands-on experience in any Cloud Platform
- Microsoft Azure Experience
Mosaic is looking for a Senior Executive in Ecommerce.
Managing efforts across all marketplaces. Revenue numbers across these channels would be your primary KPI. You would also be expected to oversee and manage the operational aspects.
Responsibilities
- Define, develop and constantly optimize digital solutions to meet the goals and KPIs by developing and A/B Testing campaign strategies, landing pages & pricing strategies
- Maintain the online listing sheet for the brand and make updates as products are added,prices are changed etc.
- Audit all online listings on a weekly basis and ensure that changes are made if there areany errors.
- Develop strong relationships with various Ecommerce Portals representatives to help drive sales
- Keep collecting data for platforms e.g. top selling products, competitor performance,advertising mechanisms etc.
- As the Ecommerce Specialist you will own our objective to ensure our products and assets are created and deployed perfectly across retailer websites such as Amazon, Ocado, Tesco and our products featured on our own Beauty and Personal Care brand websites.
- Coordinate with the Logistics team to ensure proper supply at different warehouses
- Work with the Design team to help develop best in class advertising creatives
Requirements
- Lots of drive and comfortable with A/B testing multiple approaches to get the end result
- Expected to work as an individual contributor
- Strong interpersonal skills to work with cross functional teams
- Ability to work under deadlines and manage multiple projects at once & thrive in an unstructured environment
- Ability to cater product pitch to the specific target audience, and getting the best communication out to drive sales.
• Set your E-Commerce skill set to work, helping to execute business requirements into specific systems,
applications, or processes in business-to-consumer (B2C) environments • Showcase your in-depth technical knowledge and functional knowledge in IBM Sterling OMS building
confidence at client place • Train and guide new team members on Sterling technical and business concepts • Able to support in design or POCs to solve business problems in IBM Sterling OMS for new client
initiatives • Should be excited to work on projects that require both Sterling and Java/J2ee • Build services around Sterling using Java, Rest and SOAP web services. Should be very strong in core
Java • Should be having fair idea in building unit tests around the code implemented • Knowledge on continuous integration is needed • Ensure that the organization's implementations meet the scalability and reliability required for
eCommerce operation, as well as analyze and optimize database and core commerce functions for
maximum performance
Key Skills • Experience working in eCommerce industry managing high volume applications with an experience
of 7 Years or more • Expertise in application development with IBM (Sterling) Order Management Fulfilment Suite with a
minimum of 4 to 5 Years of experience • Implementation Experience in Sterling order management with versions greater than 9.0 is
preferred • Experience in XML, XSD, SOAP and REST services • Expertise in at least one application server; WebSphere MQ or JBoss or WebLogic • Subject matter expertise in building large-scale retail B2C web applications using Supply Chain and
Logistics Systems • IBM Sterling Order Management System Configuration Deployment Toolkit (Sterling CDT), Global
Inventory Visibility. Caching technologies is a plus • Comprehensive SDLC experience including strong design skills use of UML, patterns • Agile and waterfall implementation principles and practices
• Use of version control management such of SVN, CVS, or GIT • Production environment deployment and maintenance • Provide support in troubleshooting / investigations pertaining to the order management systems • Respond quickly to critical requests • Ability to analyze and design data model. Solid hands-on understanding of DB for the Web
environment • Performance tuning and optimization for scalability and high availability • Upgrading experience on IBM Sterling Order Management System to 9.3 or higher is a plus • Experience working on Omni Channel Implementations with IBM Sterling OMS is a plus • Exposure towards Cassandra is a plus









