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Team Lead

3 months ago

Bengaluru, India Dezerv Full time

TEAM LEAD - BLR

Dezerv is India’s first expert-led investment platform. 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 as required to ensure long-term success. We are backed by marquee firms like Accel Partners, Elevation Capital, Matrix Venture Partners, etc. Since inception, our clients have trusted us with over 6000+CR of their assets.


About the role (PMS SALES TEAM LEAD)

We are looking for enthusiastic go-getters to join the inbound business team at Dezerv. In this role,

you will work with high intent inbound clients with investments of 50 lakhs and above. You will lead

a team of Investment Specialists who invest in Dezerv’s PMS and MF investment strategies. You will

also bear the responsibility of the deliverables of the team which are to acquire, develop and retain

relationships with clients across India.


What you will need to do:

● Have a metric driven approach towards solving the sales funnel

● Maintain a deep understanding and technical knowledge of relevant products and services

offered by Dezerv

● Ensure Compliance with the applicable laws, regulations and organization's guidelines

● Manage a 10-15 member team of Investment sales people

● Be responsible for the delivery of sales targets for the team

● Train the team regularly on products and markets

● Hand hold and resolve all operation related work for the team for better conversion

● Manage and build team cadence toward daily SOPs


What you need to have done:

● Be a postgraduate/MBA with a minimum of 7-14 years of relevant experience in Financial

sales

● Have PMS & Mutual Fund sales experience (mandatory)

● Have Prior team management experience in sales

● Have excellent communication skills

● Be proactive, self-driven and detail oriented with strong networking and stakeholder

management skills

● Be a leader who maintains a productive climate and confidently motivates, mobilizes and

coaches team members to meet high performance standards

● Have sound knowledge of financial services products and services


Education & Certifications:

● MBA or CA or CFA or CFP is definitely an asset

● NISM Mutual Funds & PMS Distributors certificates (required before joining)


People 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

1. Sandeep Jethwani, Co-Founder

2. Sahil Contractor, Co-Founder

3. Vaibhav Porwal, Co-Founder

4. Chirag Gandhi, Head of Business - Ex-JuliusBaer

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

6. Sripad Panyam, Head of Product - Ex-Urban Company, IIT Delhi


To succeed in this role:

● Bring a high level of energy and enthusiasm to your role

● Be dedicated to go the extra mile to achieve outstanding results

● Have the ability to thrive in a team-oriented environment

● Have the openness to change, embrace challenges, and continuously seek opportunities for

growth and development

● Have a fresh perspectives and innovative thinking to solve problems


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