Talent Acquisition at Dezerv
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Dezerv - Service Relationship Manager (3-5 yrs)
- Dezerv aims to give successful professionals access to high quality investing expertise which has been the unfair advantage of the ultra-wealthy. The invite-only wealth tech platform combines domain expertise and cutting edge tech to create high-performing long term portfolios and provides exclusive investment opportunities for its members. You will learn from and collaborate with team members from leading global institutions such as IIFL Wealth, Uber, Anand Rathi, J.P. Morgan etc. Join us in our mission to deliver smart solutions to deserving investors.
Roles & Responsibilities :
- Processing investment transactions in various investment products viz MF, Direct Equity, Bonds, AIF etc.
- Account opening - PMS and AIF
- Liaising with clients and internal teams for investments
- Deal with multiple vendors, custodians, and internal departments to answer client queries and resolve issues
- Placing of orders using Wealth Spectrum and BSE Star
- Understanding of tech platforms for automating processes
Skills & Experience Required :
- Experience of around 3-5 years in client servicing.
- Experience in dealing with all securities including Direct Equity, ETFs, Mutual Funds and Bonds.
- Should have experience in using Wealth Spectrum.
- Should have a good understanding of products across asset classes.
- Strong process orientation & execution skills.
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