Cutshort logo
Dezerv logo
Onboarding Specialist
Onboarding Specialist
Dezerv's logo

Onboarding Specialist

Yukasha Verma's profile picture
Posted by Yukasha Verma
3 - 6 yrs
₹3L - ₹7L / yr
Bengaluru (Bangalore)
Skills
Operations
Attention to detail
Process Optimization
Documentation

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


Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos

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.
Read more

Company social profiles

bloginstagramlinkedintwitterfacebook

Similar jobs

jk
at jk
mithul m
Posted by mithul m
saravanampatti
2 - 12 yrs
₹5L - ₹5L / yr
Teaching
Team Management

hod for commerce department must complete phd

minimum 2 to 3 years experience needed ]

salary will be based on the experience and the interview performance

Read more
Moshi Moshi
at Moshi Moshi
3 candid answers
Human Resource
Posted by Human Resource
Bengaluru (Bangalore), Mumbai, Gurugram
2 - 5 yrs
₹8L - ₹12L / yr
Sales
Business Development

About Us:

We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy, and committed communication company that wants its clients to always Expect the EXTRA from it. Our primary clientele consists of Startups and corporations like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, TATA Group, MTV, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge team of creative folks, marketers, learners, developers, and coders who believe Moshi Moshi is an experience rather than a company.


Job Description:


We are looking for a BDM with experience in generating sales and developing new business for our company. This is the perfect opportunity for someone who is excited by the prospect of growing with the company in a friendly environment and having a key role in the process.


Responsibilities:

1. Developing, generating, and growing new business- branding, website, marketing, and creating innovative business plans for clients.

2. Managing both our existing sales pipeline and developing new business opportunities. Identifying opportunities for new business development through following up on leads and conducting research

on target clients.

3. Selling Web and Digital marketing services/solutions including SEO, Google, PPC, social media marketing, B2B marketing, Branding, website development, and other services.

4. Create effective and persuasive proposals.

5. Excellent presentation, pitches, proposal, negotiation, and customer relationship skills.

6. Maintain an active schedule of prospecting calls.

7. Assist in the coordination and implementation of marketing strategies, and delegate tasks that achieve strategic goals

Read more
Tracxn
at Tracxn
1 recruiter
Tracxn Technologies
Posted by Tracxn Technologies
Bengaluru (Bangalore)
1 - 7 yrs
₹5L - ₹30L / yr
skill iconSpring Boot
skill iconJava
skill iconMongoDB
Data Structures
skill iconRedis
+2 more

Total Experience: 1+ years

Mode Of Hire: Permanent

Required Skills Set (Mandatory): Object Oriented Programming, data structures, algorithms, software design, and database systems.

Desired Skills (Good if you have): Springboot, ElasticSearch, MongoDB, MySQL, Redis, Crawling/ Web Scraping, Programming languages(Java, Python, C, C++)


Job Responsibilities

  • Collaborate with Managers and other Engineers to help define, scope, and implement high-quality features that solve critical user needs.
  • Break down requirements into architecture and deliver code, while keeping operational issues in mind.
  • The ability to own end-to-end responsibility right from the requirement to release.
  • Write clear documentation so that other engineers can jump in and get things done.
  • Actively participate in design and code reviews.
  • Help take Tracxn to the next level as a world-class engineering team


Job Requirements

  • ​​Experience with building backend services. Strong algorithm and CS skills.
  • Experience designing and implementing large‐scale distributed systems.
  • Experience with multiple programming languages (Java, Python) and data stores (MongoDB, MySQL, Redis, etc)
  • Proven ability to work in a fast-paced, agile, and in ownership, and results-oriented culture.
  • Strong problem-solving and analytical skills.


Culture

  • Work with performance-oriented teams driven by ownership and passion.
  • Learn to design systems for high accuracy, efficiency, and scalability.
  • No strict deadlines focus on delivering quality work.
  • Meritocracy-driven, candid culture. No politics.
  • Very high visibility regarding which startups and markets are exciting globally.


About Tracxn

Tracxn (Tracxn.com) is a Bangalore-based product company providing a research and deal sourcing platform for Venture Capital, Private Equity, Corp Dev, and professionals working around the startup ecosystem. We are a team of 800+ working professionals serving customers across the globe. Our clients include Funds like Andreessen Horowitz, Matrix Partners, GGV Capital, and Large Corporations such as Citi, Embraer & Ferrero.


Founders

  • Neha Singh (ex-Sequoia, BCG | MBA - Stanford GSB)
  • Abhishek Goyal (ex-Accel Partners, Amazon | BTech - IIT Kanpur)


About Technology Team

Tracxn's Technology team is 50+ members strong and growing. The technology team is subdivided into multiple smaller teams, each of which owns one or more services/components of the technology platform. Ours is a young team of motivated engineers with a minimal management structure where almost everyone is actively involved in technical development and design activities. We have a team-centric culture where the ownership and responsibility of a feature or module lie with a team as compared to an individual.

We work on an array of technologies, including but not limited to Spring, Elastic Stack, Kafka, Mongo, MySQL, Redis, ReactJS, Next.js, Node, AWS Lambda, Ansible, etc. 

We value ownership, continuous learning, consistency, and discipline as a team.

Read more
Talent Pro
Mumbai
1 - 3 yrs
₹2L - ₹4L / yr
Strong experience in warehouse operations including inventory control, staffing, order...

Strong experience in warehouse operations including inventory control, staffing, order fulfillment, inbound & outbound logistics, and warehouse efficiency.

As a Warehouse Manager, you will be responsible for the overall management of the warehouse operations including inventory control, staffing, order fulfillment, inbound & outbound logistics, and warehouse efficiency. You’ll play a pivotal role in ensuring seamless coordination across functions to support our ecommerce and retail supply chain.

Read more
Bengaluru (Bangalore)
0 - 2 yrs
₹2.4L - ₹3L / yr
Sales
Telesales
Customer Relationship Management (CRM)
Email Marketing
Customer Success

Position: Business Development Executive

Experience: 0 - 2 Years

Language: English, Hindi (Required)

Work Location: HRBR Layout, Bangalore, Karnataka


Job Summary:

We are seeking a motivated Business Development Executive to join our team and play a key role in engaging with customers over the phone. The ideal candidate will be responsible for reaching out to potential and existing customers, generating leads, promoting products or services, and ensuring a positive customer experience.


Key Responsibilities:


1. Customer Interaction:

  • Make outbound calls to potential and existing customers to explain products or services.
  • Respond to incoming inquiries and resolve customer queries effectively and efficiently.

2. Lead Generation:

  • Identify and qualify leads through active communication and engagement.
  • Maintain and update a comprehensive database of customer information for follow-up and future interactions.

3. Sales Support:

  • Promote company offerings to increase product or service adoption.
  • Consistently meet or exceed daily, weekly, and monthly call and sales targets.

4. Customer Relationship Management:

  • Build and maintain strong, positive relationships with customers through regular communication.
  • Address customer concerns promptly and escalate issues to the relevant department when necessary.

Skills and Qualifications:

  • Excellent verbal communication and interpersonal skills.
  • Ability to work independently and achieve targets in a fast-paced environment.
  • Strong problem-solving skills and a customer-centric approach.
  • Basic knowledge of CRM tools and database management is an advantage.
  • Good organizational and time management skills.

Education & Experience:


  • Bachelor’s degree in any discipline.
  • 0-2 years of experience in a telesales or customer service role.
  • Previous experience in handling customer calls or working in a sales environment is a plus.


Read more
Vadodara
4 - 8 yrs
₹6L - ₹12L / yr
skill icon.NET
ASP.NET
MVC Framework
  1. .Net Developer/Sr. .Net Developer: (Vadodara)

 

  • Basic Requirements:
  • Education: BCA, MCA, Msc IT, Bsc IT or any equivalent qualification
  • Work Experience: 2-5 year of experience in same field
  • Good Communication skill (Preferred)
  • Can work under pressure
  • Meet deadlines
  • Responsibilities:
  • Reviewing (if already developed) current system workflow and database design.
  • Analyzing the needs of system and producing detailed specification document
  • Create a step by step flow chart or psudocode for computing systems that shows how program code must be written in order to work properly.
  • Develop a functional modules according as required under deadline.
  • Integrating 3rd party tools wherever required.
  • Perform and document unit testing for developed functions.
  • System maintenance by monitoring and correcting software defects.
  • Continuously updating technical knowledge and skills as per industry standards.
  • Contribute to technical writers to create users documents.
  • All tasks must be carried out at the highest standards.
  • Function/ Skills
  • Strong experience on Asp.Net MVC
  • Ability to create Data Structures and Algorithms.
  • Development skills of Database design and information schema using SQL/MySQL.
  • Source control management (e.g. Git, SVN, Mercurial) to enable teams to work together to manage source code.
  • Working over cloud computing platform like Amazon Web Service (AWS), Google Cloud Platform (GCP), Microsoft Azure
  • Strong designing / problem solving skills.
Read more
Magicflare Software Services LLP
Prathamesh Shinde
Posted by Prathamesh Shinde
Pune
4 - 7 yrs
₹8L - ₹20L / yr
skill iconJavascript
skill iconNodeJS (Node.js)
skill iconReact.js
skill iconHTML/CSS
User Interface (UI) Design
Looking for UI Developer who have hands on experience on Nodejs and React Node.
Experience: 4 to 6 years prefreable. 
Read more
Magic Billion
at Magic Billion
1 recruiter
Ayush Sharma
Posted by Ayush Sharma
NCR (Delhi | Gurgaon | Noida)
3 - 7 yrs
₹30L - ₹50L / yr
skill iconJava
skill iconReact.js
Japanese Language Proficiency
J2EE
Struts
+3 more

Roles and Responsibilities:

  • We are looking for software developers with hands-on experience in react, firebase, and UML for a Japanese company in New Delhi.
  • You should be a passionate web developer, who will work as part of a core team to build best-in-class frameworks and web / mobile applications for Japanese clients.
  • You will work under a native Japanese supervisor and contribute to designing and developing mobile and web applications.
  • This is a great chance for learning and upgrading yourself in an international environment. You will help in developing software and application for our customers from various industries such as IT, manufacturers, finance, services, etc. Develop by using Java, C#, JavaScript,React.js, PHP, Python, Flutter, React Native, etc.
  • Experience with frontend JavaScript, in conjunction with Typescript or Flow, and modern frameworks like React, React Native, Redux, and other JS libraries is an advantage.
  • Experience as a full-stack engineer is an advantage.
  • Self-directed, driven, and sharp.
  • You'll be surrounded by teammates with deep experience in strategy, data, code, and design, hence a great chance to learn and upgrade your skills
  • Experience with project management tools and Git is an advantage.
  • Strong proficiency in HTML, CSS & JavaScript.
  • Hand-on experience with react, firebase, UML.
  • Should be a Japanese speaker JLPT N3, JLPT N2
Read more
Sattvarise Technologies
at Sattvarise Technologies
2 recruiters
Devdatta Puntambekar
Posted by Devdatta Puntambekar
Mumbai, Navi Mumbai
0 - 2 yrs
₹1L - ₹3L / yr
Business Development
Sales
Presales
- Interest in B2B sales and business development. - Tonnes of energy, initiative and passion for startup life. - Good verbal and written communication skills. - Strong sense of personal leadership and ability to function independently. - You must be articulate, organized, detail-oriented, and tech-savvy.
Read more
Mumbai, Pune
0 - 3 yrs
₹0L / yr
Business Development
skill iconData Analytics
Client Servicing
Sales
Presales
+1 more
Helping team to source good start ups that are looking to raise funds. Preliminary basic understanding and evaluation of the business start ups. Co-coordinating and scheduling communication slots with founders of startups Following up for information sought from start ups. Maintaining records of the startups being evaluated selected and rejected. Work in sync with the analyst’s team and provide them with back office support. Any other tasks that may come up and needed to be done by the team from time to time.
Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos