Team Lead – PMS Sales7 min read

Job Title

Team Lead – PMS Sales

Job Location – Mumbai/Bangalore

Dezerv is India’s first expert-led investment platform. Dezerv is co-founded by Sandeep Jethwani, Vaibhav
Porwal, and Sahil Contractor. They have led and founded 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, monitor the
performance of portfolios and rebalance them as required to ensure long-term success. We are backed by
marquee firms like Accel Partners, Elevation Capital, Matrix Venture Partners, etc. Since inception, our clients
have trusted us with over 4500+ crs of their assets.

About the role
We are looking for enthusiastic go-getters to join the inbound business team at Dezerv. In this role, you will
work with high intent inbound clients with investments of 50 lakhs and above. You will lead a team of
Investment Specialists who invest in Dezerv’s PMS and MF investment strategies. You will also bear the
responsibility of the deliverables of the team which are to acquire, develop and retain relationships with
clients across India.
What you will need to do:
● Have a metric driven approach
● Maintain a deep understanding and technical knowledge of relevant products and services offered by
Dezerv
● Ensure Compliance with the applicable laws, regulations and organization’s guidelines
● Manage a 10-15 member team
● Be responsible for the delivery of sales targets for the team
● Train the team on products and markets
● Hand hold and resolve all operation related work for the team
● Manage and build team cadence toward daily SOPs
What you need to have done:
● Be a post Graduate/MBA with a minimum of 8-10 years of relevant experience
● Have PMS & Mutual Fund sales experience (mandatory)
● Have Prior team management experience in sales (mandatory)
● Have excellent communication skills
● Be proactive, self-driven and detail oriented with strong networking and stakeholder management
skills
● Be a leader who maintains a productive climate and confidently motivates, mobilizes and coaches
team members to meet high performance standards
● Have sound knowledge of financial services products and services
Education & Certifications:
● MBA or CA or CFA or CFP is definitely an asset
● NISM Mutual Funds & PMS Distributors certificates (required before joining)
To succeed in this role:
● Bring a high level of energy and enthusiasm to your role
● Be dedicated to go the extra mile to achieve outstanding results
● Have the ability to thrive in a team-oriented environment
● Have the openness to change, embrace challenges, and continuously seek opportunities for growth
and development
● Have a 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
2. Sahil Contractor, Co-Founder
3. Vaibhav Porwal, Co-Founder
4. Chirag Gandhi, Head of Business – Ex-JuliusBaer
5. Jigme Bhutia, Head of Digital Acquisition Business – Ex-Citi, Ex-Kotak, IIM Kozhikode
6. Sripad Panyam, Head of Product – Ex-UrbanCompany, IIT Delhi
What you can expect:
● A great work environment with high ownership and growth opportunities
● Best in market compensation and Incentives
● Work closely with the founding and the leadership team on key projects
● High talented team members to coordinate and work with
● Open door work culture
● Flat organizational structure
● Wide scope of learning opportunities in different areas of business by working side by side with
product team and tech team