About Us:

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 16000+ 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.

Roles & Responsibilities:

* Facilitate the account opening process (Resident Indians, NRI and Non
individuals) and AIF accounts, ensuring a smooth and effective client
onboarding experience.
* KYC: End to end understanding and process towards - registration,
modification and validation.
* Understanding of various investment products viz MF, Direct Equity, Bonds,
AIF etc.
* Processing various types of transactions (Commercial and non- commercial),
of all investment products
* End to end coordination with clients and internal teams to gather required
information and documentation for account setup.
* Communication and coordination with various vendors, custodians, and
internal departments to address client queries and resolve issues promptly.
* Leverage technology platforms to streamline and automate onboarding
processe

📌 Onboarding Specialist (Bengaluru)
🏢 Operations
📍 Bengaluru