Member Partner

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 18000 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.

What are you expected to do?

• Overseeing the entire customer lifecycle, from onboarding to enabling business success for customers
• Driving retention and growth among our customers by understanding their business needs and helping them succeed
• Managing telephonic/email/chat communication with customers
• Collaborating with the rest of the team on new member-centric initiatives
• Strive to achieve high member satisfaction by going above and beyond
• Ensuring our customers are updated with the latest product features and versions, and how these changes can benefit them

What are we looking for?

1. 3+ years of professional work experience in a customer-facing position
2. Excellent written and verbal communication skills and strong command on English communication
3. Knowledge of financial products and markets would be an added advantage
4. Proactiveness and ability to take ownership of tasks and projects
5. Experience in building and maintaining relationships, while working to mitigate churn and drive engagement and renewals
6. Ability to use CRM tools and systems, exposure to dealing with data privacy (nice-to-have)
7. Excellent organization, prioritization, and multi-tasking skills with strong attention to detail