Strategic Financial Growth Advisor

4 weeks ago


Bengaluru, Karnataka, India Dezerv Full time

Dezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, Dezerv brings together decades of investment expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

We are backed by renowned firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 10,000+ crores of their assets.

We aim to empower individuals to grow their wealth without the stress, time, and costs involved in traditional investments. Our goal is to provide a platform that leverages our expertise to help individuals invest better for their future.

We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

About this role:

You will engage with discerning clients possessing a net worth of ₹50 lakhs and above, guiding them to make good investment choices and converting them into Dezerv's clients.

Your key responsibilities include reviewing client portfolios, providing expert suggestions, interacting with high-intent inbound clients, and showcasing Dezerv's portfolio management approach.

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 funds, 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
  • Minimum experience of 3 Years in financial management
  • CA or CFA is preferred
  • NISM VA and XXIA certificates (Required within 30 days of joining)

A great work environment with high ownership and growth opportunities, best-in-market compensation and incentives, and work closely with the founding and leadership team on key projects.



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