Dezerv - Investment Specialist - CA/CFA

About Us :

We, at Dezerv are building India's most trusted house of investment solutions for affluent Indians. Dezerv 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.

Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Accel, Elevation, Matrix, etc.

Since inception, our clients have trusted us with over 5000Cr+ of their assets and we are growing rapidly.

Dezerv Wealth Monitor:

With Dezerv Wealth Monitor application, users can identify underperforming funds, track their portfolio performance, and get timely corrective actions.

Since launching (Feb 2023), we have over 3L+ downloads, with over 25,000Cr+ worth of assets analyzed.

We provide users with a FREE portfolio review, we are able to deliver value to 1000s of investors in India.

For users with larger portfolios, we connect them to our strong team of in-house experts (your future team) to help them fix their portfolios and become their portfolio manager.

About the role :

- We are actively seeking dynamic individuals to join the inbound business team at Dezerv.

- In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above.

- Your primary responsibilities will encompass facilitating a comprehensive undportferstanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors.

What you will work on :

- You get pre-scheduled video meetings with potential clients where you will have to review client's portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of - 50L & above)

- Interact and convert these high-intent inbound clients into investing in our portfolio products

- Apply strong analytical skills in order to help clients by various data points

- Have good knowledge of the overall markets and use those points in your conversations with clients

- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.

- Showcase Dezerv's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.

- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.

- Guide clients thoroughly on their Tax liabilities when exiting or entering into funds

- Maintain good relationships with your existing clients for investing more into different products which we offer

What we expect :

- Excellent communication skills

- Must be able to articulate complex topics seamlessly to clients

- High ownership and strong stakeholder management skills (both internal and external)

- Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service

- Must have high ownership on performance

- Proficient in MS-Excel

- Prior experience preferred in sales, financial services or banks

Education & Certifications:

- MBA in Finance

- CA or CFA is preferred

- NISM VA and XXIA certificates (Required with-in 30 days of joining)

You will work with:

The people you work with are crucial to your experience and success at work.

You will work closely with the following people:

Sandeep Jethwani, Co-Founder

Sahil Contractor, Co-Founder

Vaibhav Porwal, Co-Founder

Chirag Gandhi, Head of Business - Ex-JuliusBaer

Jigme Bhutia, Head of Digital Acquisition Business - Ex-Citi, Ex-Kotak, IIM Kozhikode

What you can expect:

- A great work environment with high ownership and growth opportunities

- Best in market compensation and Incentives

- Work closely with the founding and the leadership team on key projects

- High talented team members to coordinate and work with

- Open door work culture

- Flat organizational structure

- Wide scope of learning opportunities in different areas of business by working side by side with product team and tech team