Performance Marketing Lead (B2C, FinTech)

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.

We are looking to hire a skilled WordPress Developer to design and implement attractive and functional websites for our clients. You will be responsible for both back-end and front-end development including the implementation of WordPress themes and plugins as well as site integration and security updates.

To ensure success as a WordPress Developer, you should have in-depth knowledge of front-end programming languages, a good eye for aesthetics, and strong content management skills. Ultimately, a top-class WordPress Developer can create attractive, user-friendly websites that perfectly meet the design and functionality specifications of the client.

WordPress Developer Responsibilities:

• Meeting with clients to discuss website design and function.
• Designing and building the website front-end.
• Creating the website architecture.
• Designing and managing the website back-end including database and server integration.
• Generating WordPress themes and plugins.
• Conducting website performance tests.
• Troubleshooting content issues.
• Conducting WordPress training with the client.
• Monitoring the performance of the live website.

WordPress Developer Requirements:

• Bachelor’s degree in Computer Science or a similar field.
• Proven work experience as a WordPress Developer.
• Knowledge of front-end technologies including CSS3, JavaScript, HTML5, and jQuery.
• Knowledge of code versioning tools including Git, Mercurial, and SVN.
• Experience working with debugging tools such as Chrome Inspector and Firebug.
• Good understanding of website architecture and aesthetics.
• Ability to project manage.
• Good communication skills.

1. To ANALYZE Business Requirements end-to-end & Documenting Requirements
2. Write Good User Stories (Preferably using INVEST techniques)
3. Specify acceptance criteria for features and user stories to ensure delivery of requirements that meet or exceed the business needs 
4. Create wireframe prototypes, Mockups and documenting them using Visio or similar tools
5. Document requirements by creating use cases, functional and requirement specifications documents
6. Collaborate with internal teams to ensure proper documentation of the product capabilities
7. Own the Product backlog, elaborating and prioritizing user stories to be included in the backlog 
8. Presenting the product capabilities, gathering requirements and identifying gaps 
9. Interface with clients and partners to understand business environments, current and future requirements; participate as a solutions expert
10. Roadmap prioritization, conceptualize new product features, and assist with competitive positioning

• Ability to work effectively in a team environment Pleasant, professional, and courteous personality skill
• Excellent verbal and written communication skills
• Providing Voice support to Internal and External End Users. The job will require you to handle inbound calls / emails / chats regarding technical issues for end users.
• Perform problem cause analysis
• Resolve customer queries and achieve customer delight.
• Ability to Identify Opportunity and Implement Process Improvements

• Develops unique strategies and builds upon current client strategies within the digital arena to meet/exceed objectives.
• Executes projects to be high quality, on-time, and cost-effective/on budget.
• Fosters timeline development and monitors progress, ensuring deadlines are met.
• Manages overall project scope and ensures staffing assumptions adhere to a budget.
• Develops strong, trusting relationships between clients and agency partners, providing leadership and support during strategy, ideation, and execution.
• Manages client expectations, bringing issues/concerns to clients' attention before they become problems, offering potential solutions, and advising of potential delivery delays.
• Manages work and professional development of assigned project manager(s)
• Works with project managers to ensure the team is aligned with client requirements.
• Proactively keeps abreast of assigned clients' marketing and media plans, and provides technological solutions including rich media, site optimization, promotional ideas, mobile, social networks, viral, etc.
• Writes communications briefs, ensuring that creative and media are effectively integrated.
• Manages research studies that yield rich insights into consumer online behavior and key motivational/attitudinal behavior.
• Develops a total understanding of online target audience and mindset modes.
• Writes and transmits conference reports to clients and agency teams.
• Reviews statements and estimates of work prior to client review.
• Provides campaign performance reporting and analysis to clients.
• Ensures accountability is established during the project planning process.

Skills/Requirements:

• 5-10 years of full-time experience in digital marketing or advertising (digital experience required)
• Superior communication skills, both internal and client-facing
• Strong relationship management, organizational, and project management skills
• Ability to work effectively with a variety of internal teams and business groups, including Creative, Media and Technical Delivery Specialists
• Ability to identify opportunities for growth and incremental opportunities with client partners.
• Strong interest in technology or digital marketing
• Bachelor’s degree or equivalent in a related field.