Management Trainee – Client Financial Partner

Dezerv; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Dezerv invites enthusiastic professionals to join its business team in Bengaluru, with an initial two-month training period. After training, the final work location will be assigned among Mumbai, Pune, Delhi, Hyderabad, or Bengaluru, based on business needs.

You will engage high-intent inbound UHNI/HNI clients, review portfolios, recommend strategic allocations, and articulate Dezerv’s PMS investment approach with emphasis on risk management and client trust.

Qualifications

• MBA (Finance) or CFA/CFP/CA required.
• NISM VA and XXIA certificates required within 30 days of joining.

Responsibilities

• Interact with high-intent inbound UHNI/HNI clients.
• Review client portfolios and assess alignment with market trends.
• Evaluate client requirements and asset allocation.
• Explain Dezerv’s PMS strategy, fund selection, and risk management.
• Prioritize and validate complex financial information from multiple sources.
• Convert prospects into investors and build trust.
• Deliver clear communication and ongoing portfolio discussions.

Skills

Mutual funds

Stocks

Education

MBA (Finance) / CFA / CFP / CA

Job description

You will undergo an initial training period of two months in Bengaluru. Upon successful completion of the training, your final work location will be determined and assigned by the Company from one of the following cities: Mumbai, Pune, Delhi, Hyderabad, or Bengaluru.

About Us

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 17000+ 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

We are looking for enthusiastic go-getters to join the business team at Dezerv. In this role, you will work with high intent in-bound clients with an investible amount of 50 lakhs and above. You will be responsible for guiding UHNI and HNI investors in their portfolio to help them invest in Dezerv’s PMS investment strategies.

What You Will Work On

• Interact with high-intent inbound clients with an investible amount of ₹50L and above through pre-scheduled video meetings.
• Review their existing portfolio holdings and provide expert recommendations to assess alignment with market trends and investment goals.
• Evaluate client requirements and asset allocation to ensure a clear understanding of their financial needs and long-term wealth objectives.
• Showcase Dezerv’s differentiated portfolio management approach including fund selection, investment strategies, and risk management to guide future investment decisions.
• Apply strong analytical skills to prioritize, filter, and validate complex financial information from multiple sources.
• Convert prospective clients into investors by articulating the value of Dezerv’s offerings and fostering trust.
• Deliver exceptional client experience through clear communication, timely follow-ups, and ongoing portfolio discussions.

What We Expect:

• Experience required: 0-2 years
• Willingness to work in a fast-paced environment that offers high growth opportunities.
• Strong knowledge of either mutual funds or stocks.
• Ability to explain complex investment methodology to clients in simple terms.
• High ownership and strong stakeholder management skills (both internal and external).

Education & Certifications:

• MBA (Finance) / CFA / CFP / CA
• NISM VA and XXIA certificates (Required with-in 30 days of joining)

To Succeed in This Role:

• Bring a high level of energy and enthusiasm to your role.
• Dedication to go the extra mile to achieve outstanding results.
• Ability to thrive in a fast-paced, high-performance environment.
• Openness to change, embrace challenges, and continuously seek opportunities for growth and development.
• Fresh perspectives and innovative thinking to solve problems.

People You Will Work With:

The people you work with are crucial to your experience and success at work. You will work closely with the following people:

1. Sandeep Jethwani, Co-Founder

4. Susmit Patodia, Group Head of Business & New Initiatives

5. Jigme Bhutia, Head of Digital Acquisition Business - Ex-Citi, IIM Kozhikode

6. Sripad Panyam, Head of Product- Ex-UrbanCompany, IIT Delhi

8. Krishna BS, Head of Engineering- Ex-Amazon, Coinswitch