Dezerv is a wealth management startup founded in 2021 and 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.
Since inception, our clients have trusted us with over 10000+ crs of their
assets.
Dezerv is a wealth management startup founded in 2021 and 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.
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 d