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Dezerv · posted 6 months ago
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India’s wealth creators are set to add nearly $1.2 trillion over the next five years, with their wealth growing at a 14% CAGR. At Dezerv, our mission is to support India’s affluent and HNIs in their wealth-creation journey. We are disrupting the status quo where HNI portfolios often underperform due to mis-selling and over-diversification. We solve these challenges through customised investment solutions, centrally managed portfolios, and a technology-first approach for superior client experiences.
Scale: As of March 2026, managing over ₹16,000+ Cr in assets (across discretionary and distribution channels), serving clients across 200+ cities, with offices in 5 key locations - Mumbai, Delhi, Bangalore, Pune and Hyderabad, and expanding rapidly.
Clientele: We work primarily with HNI and UHNI clients with portfolios of ₹50L & above.
Investment Solutions: Comprehensive PMS and AIF solutions across listed equity, fixed income, private equity and multi-asset strategies.
Tech-First Culture: We combine deep finance expertise with cutting-edge technology to deliver a seamless and personalized wealth management experience. Our proprietary app - Wealth Monitor - currently tracks assets of over 1.5 lakh crore.
From CA exams to India's top HNI clients — Start your journey with Dezerv. Apply Now.
At Dezerv you step into a front-end, client-facing role from day one, bypassing the typical years spent in back-end functions. Your career will immediately focus on core wealth management operating out of Dezerv’s office with no requirement for field work. At the same time, your efforts will directly contribute to the firm's growth by bringing in new AUM and building lasting relationships.
Strategic Client Guidance: Your primary responsibility is to engage with pre-qualified HNI/UHNI prospects (with portfolios of ₹50L+) to review their portfolios, understand investment needs, and provide proactive financial insights.
Investment Solutions & Expertise: Leverage your financial knowledge to diagnose and identify pain points in client portfolios. You will be responsible for demonstrating how Dezerv's solutions address client needs, thereby converting prospects into committed clients.
Cross-functional Collaboration: You will collaborate with multiple internal teams to ensure a seamless and high-quality client experience throughout the entire journey.
Client Engagement: Build long-term relationships through personalised engagement, proactively sharing market insights and ensuring a seamless client experience.
Portfolio Growth: Review client portfolio and expand wallet share by securing additional capital commitments.
High Ownership & Growth: Dezerv is built for self-starters: take full ownership and make immediate impact. As the firm is at a pivotal moment of expansion, your individual contributions will have a multiplier effect on your long-term career growth.
Merit-based Career Progression: Thrive in a results-driven environment where your efforts directly translate into recognition, rewards, and growth. You have the opportunity to lead your own team in 1-2 years.
Work with Trailblazers: You will be working alongside a team of industry leaders who have successfully scaled businesses and are reshaping India’s financial landscape.
Immense Learning Opportunities: You will be immersed in a 2-month training program, a first of its kind in the industry, designed to equip you with real-life client experience. A culture of continuous learning ensures you are always evolving to meet the highest demands of the market and yourself. Read more about this program here.
Culture: We foster a culture of open leadership, mutual support, and a steep learning curve. We encourage regular talks with industry experts and offer cross-functional exposure in a collaborative environment where you can truly thrive.
The initial training (2 months) will be conducted in Bengaluru. Upon successful completion, you may be placed at any of our business locations (Bengaluru, Mumbai, Pune, Delhi, or Hyderabad), based on business requirements.
At Dezerv, we believe in recognizing and rewarding the hard work and dedication of our team. Our rewards policy reflects our commitment to fostering a positive, high-performing culture. Aligned with our annual performance review cycle, it celebrates individual contributions while encouraging collaboration and continuous growth.