Portfolio Management Service

1 week ago


Hubli, India Dezerv Full time

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 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 marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 9000+ crores 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.


What are you expected to do?


● Work closely with the Fund Management team, on the formulation and implementation of investment strategy, model portfolios, etc.

● Performing day-to-day duties of a portfolio manager, with respect to the deployment of investor money, monitoring portfolios, executing changes in portfolios, etc

● Issuing portfolio management communications (internal/external) from time to time

● Responsible for the Implementation of various investment strategies

● Setting up an end-to-end, compliant trade execution process (Order Generation, Order Placement, Order Confirmation)

● Working with the product & programming team to develop a digital Order Management System to handle orders efficiently at a mass scale

● Systematic Maintenance and Troubleshooting of the Order Management System. Releasing Updates with enhanced features on a periodic basis

● Managing relationships with various market participants including Mutual Funds, Custodian, Bank, Exchange, etc

● Ensure regular monitoring of portfolio and compliance with SEBI regulations and internal guidelines


What are we looking for?


● Good communication skills

● Good collaboration skills

● Strong fundamental knowledge of Indian capital markets (Equities, Bonds, Mutual Funds)

● Should have adequate and relevant experience in multi-asset portfolio management

● Strong analytical skills, and proficiency with MS Word, Excel, Power Point


  • Service Advisor

    6 months ago


    Hubli, India MAVERICK BUSSINESS MANAGEMENT Full time

    **Job Description: Service Advisor (Car Dealership)** **Location: Hubli** **Minimum Qualification: Diploma in Mechanical Engineering** **Experience: Minimum 1 Year** **Job Summary**: **Key Responsibilities**: **Customer Interaction**: Greet and assist customers with a friendly and professional demeanor, discussing their vehicle service requirements and...


  • Hubli, India Velocity FinCrime Solutions Suite Full time

    This position manages the IT Project Management Office (PMO) at Alacer Systems and Technology Pvt Ltd. The PMO Manager is responsible for the overall IT Project Portfolio Governance process as well as the project management framework and project execution for all IT projects. In addition to the ownership of the PMO program and continuous improvements for...


  • Hubli, Karnataka, India Royal Enfield Full time

    About the RoleAs a Service Delivery Manager at Royal Enfield, you will be responsible for driving dealer service performance in your region and implementing various service processes.Job SummaryWe are seeking an experienced professional to join our team as a Service Delivery Manager. The ideal candidate will have a strong background in service operations,...


  • Hubli, India Schneider Electric Full time

    Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best.We mirror the diversity of the communities in which we operate and we ‘embrace different’ as one of our core values. We believe...


  • Hubli, India Infopace Management Pvt Ltd Full time

    Company DescriptionInfopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. The company offers a range of management services through behavioral interventions, assessment tools, and growth roadmap solutions across various verticals including Education,...


  • Hubli, Karnataka, India CRINSUN Technologies Full time

    Job DescriptionAt CRINSUN Technologies, we are seeking an experienced Senior QA Engineering Manager to lead our Quality Assurance team. In this role, you will be responsible for initiating and ensuring technical and delivery-facing leadership for all aspects of QA engineering at a portfolio level.Responsibilities:Initiate test automation and test engineering...


  • Hubli, Karnataka, India IDFC FIRST Bank Full time

    Job TitleRelationship Manager - Rural Business BankingAbout the RoleThis is a key position within our Retail Banking department, responsible for providing financial solutions to meet the working requirements of rural business banking customers.Key ResponsibilitiesAcquire new customers for business banking with a detailed understanding of credit...

  • Receptionist

    5 months ago


    Hubli, India MAVERICK BUSSINESS MANAGEMENT Full time

    **Job Description: Receptionist (Female)** **Location**: Hubli **Salary**: Up to 20,000 INR per month **Job Summary**: **Key Responsibilities**: - Greet and welcome visitors in a warm and professional manner. - Answer, screen, and forward incoming phone calls. - Maintain the reception area, ensuring it is clean and presentable. - Manage appointment...

  • Service Engineer

    1 week ago


    Hubli, India Silver Pumps & Motors Full time

    Service Engineer - MaharashtraLocation: Maharashtra, IndiaEmployment Type: Full-TimeAbout the Company: Silver Pumps & Motors, is a leader in manufacturing and distributing premium quality pumps and motors. With a strong focus on innovation and excellence, we are looking for dynamic professionals to join our team and contribute to our journey of growth.Job...

  • Tellecaller

    6 months ago


    Hubli, India MAVERICK BUSSINESS MANAGEMENT Full time

    Job Title: Telecaller Location: Hubli **Salary**: Starting from 9,000 INR **Responsibilities**: - Make outbound calls to potential customers from provided leads or databases. - Introduce products/services to clients, explain features, and answer their queries. - Follow communication scripts and guidelines for consistency and professionalism. - Identify...


  • Hubli, Karnataka, India ABABIL HEALTHCARE Full time

    Job OverviewWe are seeking a highly skilled Biomedical Service Specialist to join our team at Ababil Healthcare Pvt Ltd.The successful candidate will be responsible for delivering exceptional service and support to our clients in the Hubli region.About the Role:Perform system installations, troubleshooting, service, and repair to ensure optimal equipment...

  • Sales Specialist

    1 week ago


    Hubli, India Infopace Management Pvt Ltd Full time

    Company DescriptionInfopace Management Pvt Ltd is India's First strategic Change management company specializing in People and Strategic Transformations, Leadership, and Innovation. They offer management services through behavioral interventions, assessment tools, and growth road map solutions in various sectors like Education, Healthcare, Energy, Retailing,...


  • Hubli, India Vinayak Consultants Full time

    **The responsibilities of CRM in automotive service department**: - Maintaining a file of the dealership's customer satisfaction achievements. - Assisting service customers during the morning service rush, when possible. - Writing articles for customer newsletters. - Attending sales, service and management meetings. - Maintaining a professional...


  • Hubli, India Dhanu Lotus Consultants Full time

    Job Purpose: To insure and deliver high level of service to all phoning customers and provide the best solutions that match client’s requirements and expectations. Boost the revenue from each invoice by Cross-sell and up-sell company products and services. Job Responsibilities: 1. Customers - Understand the Automotive market (car brands, types and...


  • Hubli, India Gravity Infosolutions Full time

    Role: SAP Service ConsultantType: ContractExperience: 5+YearsTime zone: UK/IST ShiftDuration of Contract: 6 MonthsLocation: RemoteJob Description:Key Skills and Responsibilities: The SAP Service Consultant should possess the following skills and expertise:Service Notifications: Proficiency in managing service notifications within SAP, including creation,...

  • Mis Executive

    6 months ago


    Hubli, India MAVERICK BUSSINESS MANAGEMENT Full time

    Reports To: MIS Manager / IT ManagerJob Type: Full-Time Job Summary: Key Responsibilities: - **Data Management and Reporting**: - Collect, process, and analyze data to generate reports for management. - Ensure accuracy and integrity of data within the MIS. - Develop and maintain dashboards and reporting tools. - Provide timely and accurate reports to...


  • Hubli, Karnataka, India ABABIL HEALTHCARE Full time

    Job OverviewAbabil Healthcare seeks a highly skilled Service Engineer to join our team. As a Service Engineer, you will be responsible for installing, troubleshooting, and repairing medical equipment.Key ResponsibilitiesPerform preventative maintenance and manage regional preventative maintenance schedules.Complete assigned service calls and manage accounts...


  • Hubli, India SLV Technologies Pvt Ltd Full time

    **Responsibilities**: Communication: Make outbound calls to potential clients including lorry owners, seekers, agents, and drivers to collect necessary details. CRM Management: Enter and update information accurately in the CRM system. Coordination: Arrange loads for lorries and find vehicles to match available loads. Customer Service: Provide excellent...


  • Hubli, Karnataka, India Kukulkan Manpower Consultancy Full time

    Job OverviewKukulkan Manpower Consultancy is seeking a skilled Sales and Technical Service professional to drive sales and provide exceptional technical support. This full-time position is based in Hubballi and requires a minimum of 4 years of work experience.Key ResponsibilitiesDrive sales by effectively managing client accounts and identifying new business...


  • Hubli, India VRL LOGISTICS LTD Full time

    Key Responsibilities:1. Lead & Strategize:Develop and implement customer care strategies that enhance satisfaction, loyalty, and efficiency across the customer life-cycle.2.  Process Optimization:Continuously refine and streamline customer service processes to ensure quick response times and issue resolution.Endeavor to reduce operational inefficiencies.3. ...