Business Development Associate

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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 14000+ 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.

What are we trying to solve/mission

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

About the role

Dezerv is advancing on a path of growth and is eagerly seeking outstanding wealth experts to become integral members of our team. We are committed to curating a team of professionals who possess profound expertise and enthusiasm for guiding India's affluent and ultra-wealthy individuals in investing within our PMS Structure, always with a steadfast focus on the client's best interests. As part of the Business Development Team, you'll drive the first step of our client acquisition journey - connecting with HNIs, building interest in our Portfolio review, PMS offerings, and ensuring seamless handovers to Relationship Managers for deeper engagement.

What you will work on:

• Work on building prospective client base of HNI and UHNIs
• Engage in daily outreach through calling to identify and connect with potential clients.
• Connect with prospective clients whose net worth would be more than 60L+ and pitch them about Dezerv and educate them on our offerings
• Your primary responsibility will be to connect eligible clients with our team of expert Client Financial Partners through video or in-person meetings.
• Ensure good conversions of database received to meetings done
• Clear all doubts about our wealth products when asked by clients
• Ensure high turn ups in meeting

What we're looking for

• Understand Investments & wealth products (Mutual Funds, PMS, AIF, Bonds etc.)
• Sales experience in financial services like wealth firms, AMCs, VC, Angel Investing - good to have minimum 0-2 years work experience in sales
• Must have good overall knowledge of the markets
• Have excellent communication skills
• Persevering, enthusiastic, motivated & driven
• Ability to perform in target-driven environment
• Be mission-oriented and comfortable with ambiguity
• We are seeking candidates who can join immediately at our Bangalore office.