About the company:

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 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 monitors the performance of
portfolios and rebalances them if required to ensure long-term success. We are
backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc.
Since inception, our clients have trusted us with over 16000 Crs of their
assets.

Key responsibilities

1. End-to-end ownership of offline activations

* Take complete responsibility for planning and executing Dezerv’s offline
BTL activities across corporates and premium societies
* Identify opportunities to conduct Wealth Sessions, Retirement Sessions, and
other investor engagement formats




* Ensure smooth execution of events from planning to post-event conversion
tracking
* 2. Pre-event planning and stakeholder coordination
* Coordinate with internal stakeholders such as CFPs, CGPs, RMs, and Growth
teams to identify relevant opportunities and event formats
* Work with external stakeholders, including agencies, vendors, corporate
SPOCs, and society management committees, to source and finalize activation
opportunities
* Connect with society and corporate SPOCs to lock event dates, venue
details, permissions, and attendee logistics
* Align with speakers and internal teams to finalize the event agenda, flow,
and presentation content
* Ensure all event requirements are planned in-advance and timelines are met
3. Marketing collateral and event promotion

* Plan and prepare all pre-event promotional and branding materials such as
standees, posters, WhatsApp comms, Luma event pages, etc.
* Work with design/content/internal teams or agencies to ensure all
com

📌 Offline Events and Community Manager (Bengaluru)
🏢 Brand
📍 Bengaluru