Company Description Dezerv is a wealth management company that combines the experience of seasoned investment professionals with advanced technology to help clients build long-term wealth. The team actively monitors portfolio performance and rebalances investments when needed to support sustained results.

Since inception, clients have entrusted Dezerv with assets exceeding INR 10,000 crore. Dezerv focuses on comprehensive portfolio assessments, diversified strategies using scientific allocation, and active, timely management. Clients can access recommendations and premium investment opportunities through the Dezerv Wealth Monitor app, supported by SEBI-registered services.

Role Description The Business Development Team role at Dezerv is a full-time, on-site position based in Nanded. The team member will identify and qualify new business opportunities, generate and manage leads, and support the growth of the client base in the region.

Daily responsibilities include engaging with prospective clients, explaining Dezerv’s wealth management solutions, coordinating meetings and presentations, and maintaining accurate records in CRM or tracking tools. The role also involves collaborating with sales and investment teams,



analyzing market trends and client feedback, and contributing to business development campaigns and outreach activities. The ideal team member will work closely with internal stakeholders to meet targets while providing a professional and client-centric experience.

Qualifications

- Candidates should possess strong Communication skills, including explicit spoken and written interaction and active listening.
- Candidates should possess Lead Generation and Sales skills to identify prospects, convert opportunities, and support revenue growth.
- Candidates should possess Business understanding and Analytical Skills to interpret data, understand market dynamics, and support strategic decisions.
- Relevant skills such as customer relationship management, networking, and negotiation abilities will be beneficial.
- Prior experience in financial services, wealth management, or a related business development role is preferred.
- Bachelor’s degree in Business, Finance, Marketing, or a related field is desirable.
- Ability to work on-site in Nanded, meet performance targets, and collaborate effectively with cross-functional teams.

📌 Business Development Team (Nanded)
🏢 dezerv.
📍 Nanded