About Us: Dezerv is India’s first expert-led investment platform, built by a team of seasoned professionals with deep expertise in wealth management and investing. Having led and built successful wealth management businesses, our experts have collectively managed over USD 7 billion in assets. The Dezerv team brings decades of investing experience from leading financial institutions like Julius Baer, Citi Bank, Kotak Bank and more.

Our team continuously monitors portfolio performance and makes strategic adjustments when needed to ensure long-term success. Backed by marquee investors such as Premji Invest, Accel, Elevation, and Matrix, Dezerv has earned the trust of clients, managing over ₹15,000 crore in assets since inception About the Role -

Location: Bangalore/Mumbai

**This position requires working from the office (6 days) What You Will Work On:

Manage a portfolio of 80-100 clients with a current aggregate AUM of ₹100- 125 Cr, with the potential to scale up to ₹200 Cr

Conduct quarterly video reviews with each client to discuss their Dezerv portfolio performance, benchmark comparisons and address any queries

Maintain regular digital engagement to provide timely updates, resolve client inquiries, and ensure seamless communication

Ensure high levels of client satisfaction and retention





Drive portfolio growth by initiating SIPs and securing additional capital commitments to expand client wallet share

Analyze client portfolios and recommend optimization strategies in line with Dezerv’s investment philosophy What we expect:

Minimum 3+ years of relevant portfolio advisory experience in financial services like Banks, NBFC’s & AMCs

Strong understanding of: Mutual Funds, Fixed Income / Bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and asset allocation strategies

Positive academic credentials, such as an MBA from a top B-school, CFA Level 2/3, or CA

Strong alignment toward sales and client relationship management

Deep knowledge of financial markets,market trends, investment products, and portfolio strategies

Ability to translate complex financial information into simple insights for clients

High ownership and strong stakeholder management skills (both internal and external)

Excellent communication skills To succeed in this role: Bring a high level of energy and enthusiasm to your role

Dedication to go the extra mile to achieve outstanding results

Ability to thrive in a team-oriented environment

Openness to change, embrace challenges, and continuously seek opportunities for growth and development

Fresh perspectives and innovative thinking to solve problems

📌 Client Growth Partner (Bengaluru)
🏢 dezerv.
📍 Bengaluru