L&D Consultant - Wealth Management

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.

Role Overview

6-month, (in person during office hours)

financial communication

Key Responsibilities

1. Foundational Coaching & Skill Assessment

• Conduct Practice Sessions:

  Lead structured, high-volume practice sessions (role-plays and simulations) focusing on

  financial terminology, clear articulation, and client communication standards.

• Initial Performance Checks:

  Evaluate trainees on their ability to apply core training concepts in simulated client interactions during the foundational phase of the program.

• Performance Categorization:

  Execute a standardized

  Performance Categorization Process

  to sort trainees into readiness tiers (High, Moderate, Needs Intensive Support) at critical program milestones, ensuring a seamless handoff.

2. Feedback Delivery & Remediation

• Provide immediate,

  high-quality, constructive feedback

  to trainees following practice sessions, emphasizing basic mechanics and structural improvements.
• Design and implement

  tailored remedial measures

  (e.g., focused exercises, targeted practice) for trainees in the Moderate tier to quickly close foundational skill gaps.
• Monitor the progress of trainees requiring intensive support, preparing them for elevation to the Senior Coaching Staff.

3. Program Administration & Data Reporting

• Maintain accurate and detailed records of trainee performance, coaching notes, and assessment scores.
• Collaborate with Senior Coaches to ensure consistency in performance metrics and successful trainee transition to advanced training phases.

Qualifications:

Required Skills & Experience

• Mandatory:

  Completed a Bachelor's or Master's degree.

  (Must not be currently enrolled in a full-time program).
• Strong foundational knowledge of

  finance, economics, or investment principles - especially with respect to Mutual Funds, PMS, AIFs.

• Proven professional experience (0-3 years) in a role requiring high-level communication, presentation, or client interaction.

• Demonstrated interest in pivoting to or establishing a career in Wealth Management or Corporate Learning & Development.

• Exceptional coaching and analytical skills, with the ability to diagnose and communicate performance deficiencies effectively.
• Highly detail-oriented, reliable, and capable of managing high-volume assessment tasks under strict timelines.

Ideal Fit for This Role:

• Career Pivots:

  Individuals with a strong quantitative or communication background seeking a structured entry into the

  wealth management

  sector.

• Early Professionals:

  Recent graduates looking for intensive, high-impact experience to leverage for future full-time roles.

Benefits of the Term

• Direct Sector Exposure:

  Gain deep, practical experience in the mechanics of

  wealth management

  communication and client management.

• Networking:

  Opportunity to work closely with senior Specialized Trainers and leaders in the

  wealth management

  space.

Performance Portfolio: