Team Lead - Wealth
Dezerv is a wealth management platform for high-net-worth individuals backed by top-tier venture capital. This role involves acquiring HNI/UHNI clients and managing a team of client partners. You will provide financial solutions, manage AUM targets, and mentor team members. Experience in wealth management and relevant NISM certifications are mandatory for this position.
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Experience
5-7 years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
Dezerv is a wealth management platform for high-net-worth individuals backed by top-tier venture capital. This role involves acquiring HNI/UHNI clients and managing a team of client partners. You will provide financial solutions, manage AUM targets, and mentor team members. Experience in wealth management and relevant NISM certifications are mandatory for this position.
TAL's take
Solid mid-stage startup role with clear leadership scope and defined targets in a high-growth fintech domain.
Very clear JD outlining the target client base, specific responsibilities including team management and business development.
Salaries at Dezerv
21.5 LPA average
Based on 16 Grapevine salary entries for Dezerv.
Sales
0 - 2 years | L1
10 LPA average
Range: 10 - 10 LPA
Engineering
0 - 2 years | L1
16 LPA average
Range: 15 - 17 LPA
Other roles
0 - 2 years | L1
15 LPA average
Range: 15 - 17 LPA
Other roles
2 - 4 years | L2
17 LPA average
Range: 8 - 25 LPA
Must haves
- 5-7 years of sales experience in financial services
- Experience in wealth firms, banks, or AMCs
- Strong logical and numerical ability
- NISM Mutual Funds & PMS Distributors certificates
- Ability to hire, train, coach and mentor a team
Tools and skills
About the company
Well-funded wealth management startup backed by marquee investors like Accel and Elevation Capital, but not yet a Tier-1 iconic brand.
Posts mentioning Dezerv
Got an offer today
Today I got an offer from a startup giving 12 LPA. I know I deserve better than this. But , I was laid off 3 months back having 17 LPA. Applied to 200s of job posts, but got an interview from only 4 companies. In this tough job market I will continue with this and make a long jump when the market gets favourable. I guess, the market is healing slowly now, because I got interviews from the past 2 weeks.
India's Happiness Rank Sparks Controversy
- Spiritual leader Sri Sri Ravishankar expressed disappointment over India's 118th rank in the 2025 World Happiness Index. - He believes India deserves a higher position due to its strong social bonds, cooperation, and human values. - Ravishankar criticized the ranking, noting India was placed behind conflict-ridden regions. - He highlighted India's strong sense of community and improvement over the last decade. - Pakistan ranked 109th, despite ongoing human rights issues in Balochistan, raising further concerns. Source: [The Economic Times](http://economictimes.indiatimes.com/news/india/indias-social-bonding-is-very-high-happiness-index-doesnt-reflect-reality-sri-sri-ravishankar/articleshow/119324026.cms), [The Economic Times](https://economictimes.indiatimes.com/news/india/indias-social-bonding-is-very-high-happiness-index-doesnt-reflect-reality-sri-sri-ravishankar/articleshow/119324026.cms)
Any review on Dezerv mutual fund PMS?
I’m planning to move my MF investment to Dezerv PMS. I’m planning to start with 50L(min req investment).