Onboarding Specialist - Account Opening (PMS and AIF)

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.

Roles & Responsibilities:

• Facilitate the account opening process (Resident Indians, NRI and Non individuals) and AIF accounts, ensuring a smooth and efficient client onboarding experience.

• KYC: End to end understanding and process towards - registration, modification and validation.

• Understanding of various investment products viz MF, Direct Equity, Bonds, AIF etc.

• Processing various types of transactions (Commercial and non- commercial), of all investment products

• End to end coordination with clients and internal teams to gather required information and documentation for account setup.

• Communication and coordination with various vendors, custodians, and internal departments to address client queries and resolve issues promptly.

• Leverage technology platforms to streamline and automate onboarding processes.

Skills & Experience Required:

• Experience: Minimum 3-7 years of experience in account opening, ideally within PMS or AIF services.
• Platform Experience: Proficiency in Wealth Spectrum is an added advantage.
• Process & Execution Skills: Strong attention to detail, process orientation, and ability to execute tasks efficiently.
• Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience