Team Lead - Wealth

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led 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 monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 12000+ Crs of their assets.

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.

What are we trying to solve/mission?

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

About the role:

We are looking for professionals from wealth management background who have an entrepreneurial mindset to join our business team at Dezerv in a team management role. You would be responsible for actively acquiring clients along with building a team of client partners who you coach and mentor to become strong relationship management. You and your team would work with HNI/UHNI clients. You will be responsible for helping users understand and to help them invest with Dezerv.

What you will work on:

Build a client base of HNI/UHNI Clients

Provide financial solutions to clients basis their goals

Cultivate and maintain strong relationships with existing clients and proactively identify opportunities to expand services and deepen client engagement.

Actively increase the client base of Dezerv

Be responsible for AUM for your team

Conduct thorough financial analyses to assess clients' current financial situations, including income, expenses, assets, liabilities, and risk exposures

Share regular communications with clients regarding market updates

Provide guidance to team members to help them achieve their goals and take responsibility for the outcomes

What we expect:

4-6 years of sales experience in financial services like wealth firms, banks, AMCs

Have excellent communication skills

Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability

Have ability to perform in target driven environment

Follow Dezervs guidelines and compliance needs

Ability to explain complex investment methodology to clients in simple terms

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

Be able to hire, train, coach and mentor a team

Education & Certifications:

Bachelors Degree

NISM Mutual Funds & PMS Distributors certificates