Financial Solutions Expert

19 hours ago


Hyderabad, Telangana, India Dezerv Full time

Dezerv is a pioneering investment solutions firm catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of investing expertise from top-tier global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

The Dezerv team's collective experience in wealth management has enabled them to manage assets exceeding USD 7 billion. With a comprehensive understanding of the markets, they expertly monitor portfolio performance and rebalance as needed to ensure long-term success. Backed by esteemed firms like Premji Invest, Accel, Elevation, Matrix, etc., Dezerv has established trust with clients who have entrusted over ₹9,000 crores of their assets since inception.

Dezerv aims to revolutionize investing by alleviating stress and emotional turmoil associated with traditional investment methods. By leveraging decades of investment expertise, the platform seeks to empower individuals to grow their wealth without the burdens of time-consuming and costly processes.

The mission at Dezerv revolves around helping Indians make informed investment decisions. Through active oversight, they strive to assist both seasoned and new investors in building long-term wealth across various market conditions.

This role within the inbound business team at Dezerv involves collaborating with discerning clients possessing a net worth of ₹50 lakhs and above. Key responsibilities include guiding clients in understanding Dezerv's Portfolio Management Service in Mutual Funds, making informed investment choices, and converting high-intent inbound clients into investing in portfolio products.

Key Responsibilities:



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