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 and founded 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 monitor the performance
of portfolios and rebalance them if required to ensure long-term success. We
are backed by marque firms like Premji Invest, Accel, Elevation, Matrix, etc.
Since inception, our clients have trusted us with over 10000+ crs of their
assets..

Your Role:

As a Client Financial Partner, you’ll directly impact the way clients build
their financial future. You will engage with high-net-worth individuals
(HNWIs), evaluate their portfolios and guide them on investment strategies.

Key Responsibilities:

• Transition your existing client relationships to Dezerv based on merit

• Conduct pre-scheduled,



high-value online meetings with potential clients
(portfolio size of ₹50L+)

• Use Dezerv’s proprietary tech-driven approach to provide data-driven
insights on clients’ portfolios

• Articulate Dezerv’s unique value proposition to convert high-intent leads
into investors

• Cultivate trust and foster lasting relationships with clients through
exceptional service

• Stay updated on market dynamics to provide meaningful and timely advice

What You’ll Gain

At Dezerv, we ensure our employees thrive while building meaningful careers.

• Growth Opportunities: Take ownership and work on impactful projects. Grow
across domains and build your own team

• Rewards: Competitive compensation with industry-best incentives, and
wellness benefits.

• Culture: A flat, open-door organization where every idea matters. A
energetic, supportive work environment that values teamwork and inclusivity.

• Learning: Collaborate with highly talented teams i

📌 Client Financial Partner (Mumbai)
🏢 Outbound Business Team
📍 Mumbai