NRG - BDA Professionals

Dezerv

0 - 2 years

8 - 9 Lacs

bengaluru

Posted:1 week ago| Platform:

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Skills Required

matrix sales wealth management mutual funds focus relationship client engagement client acquisition management investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dezerv is a house of investing solutions for high-net-worth and affluent Indians, 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
We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc
Since inception, our clients have trusted us with over 15000+ Crs of their assets
Why are we building Dezerv? Investing today is stressful, emotional, and time-consuming, and many individuals struggle to manage their money effectively
We re building a platform that simplifies wealth creation by combining decades of investment expertise with active portfolio oversight
Our goal is to make long-term investing smarter, seamless, and stress-free empowering both new and experienced investors to grow their wealth with confidence
About the role Dezerv is advancing on a path of growth and is eagerly seeking outstanding wealth experts to become integral members of our team
We are committed to curating a team of professionals who possess profound expertise and enthusiasm for guiding Indias affluent and ultra-wealthy individuals in investing within our PMS Structure, always with a steadfast focus on the clients best interests
As part of the Business Development Team, you ll drive the first step of our client acquisition journey - connecting with HNIs, building interest in our Portfolio review, PMS offerings, and ensuring seamless handovers to Relationship Managers for deeper engagement
What you will work on: Target and identify UHNI prospects ( 5Cr+ net worth profiles such as CXOs, founders, and family offices)
Use a personalized, relationship-driven outreach approach Position Dezerv as an exclusive wealth partner through high-value conversations and insights
Drive high quality meetings directly with founders, business heads, and team leads
Build and nurture long-term relationships through curated content, events, and strategic follow-ups
Share prospect insights and support leadership to drive high-quality conversions
What we re looking for: Understanding of investment and wealth products (Mutual Funds, PMS, AIFs, Bonds, etc)
0-2 years of sales experience
Excellent communication and client engagement skills Self-driven, motivated, and resilient with a strong execution mindset
Comfortable working in a target-driven and fast-paced environment

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