Investment Advisory Associate

About Dezerv -

Dezerv is India’s first expert-led investment platform, helping India’s wealth creators grow, preserve, and manage their portfolios more effectively.

We work with affluent and HNI clients to solve the core challenges of mis-selling, over-diversification, and underperformance through customised investment solutions, centrally managed portfolios, and a technology-first approach.

Scale & Presence -

• Managing over ₹14,000+ Cr in assets across 200+ cities
• Backed by leading investors such as Premji Invest, Accel, Elevation, and Matrix Partners
• Offices in Mumbai, Delhi, Bengaluru, Pune, and Hyderabad

Our mission is simple - to help India’s wealth creators invest better

About the Role -

• As a Client Growth Partner, you’ll step into a front-line, client-facing role from day one.
• This program is designed for high-potential graduates who are eager to build a career in wealth management and client advisory.
• You will undergo an intensive learning journey that combines classroom training, live client interactions, and mentorship from industry leaders. By the end of your program, you’ll be equipped to independently manage client relationships and contribute directly to Dezerv’s growth.

What You’ll Do -

1.Learn the Dezerv Way -

a. Undergo a 2-month training program that builds strong foundations in financial products, client communication, and portfolio management.

b. Shadow experienced Client Growth Partners to understand client engagement, advisory, and AUM growth strategies.

2.Client Engagement & Relationship Building -

a. Support client partners in managing relationships with HNI clients, understanding their investment needs, and helping them navigate portfolio insights.

b. Participate in client calls, portfolio reviews, and discussions to build your understanding of wealth management dynamics.

3.Drive Growth -

a. Assist in identifying client opportunities for additional investments and ensure consistent engagement through periodic reviews and digital touchpoints.

b. Contribute to the team’s efforts in improving client experience, retention, and wallet share.

4.Collaborate Cross-Functionally -

a. Work closely with internal teams such as Onboarding, Investments, and Product to ensure smooth client journeys and high satisfaction levels.

What We’re Looking For -

• Education : Recent graduates / postgraduates in Finance, Business, Economics, or related fields (MBA preferred but not mandatory).
• Passion for financial markets : Curious about investments, wealth creation, and personal finance.
• Strong communication skills : Clear articulation, confidence, and empathy when speaking with clients.
• Analytical mindset : Comfort with numbers, data, and market trends.
• High ownership : You take initiative, follow through, and thrive in a results-driven environment.
• Learning mindset : Humble, open to feedback, and hungry to grow.

Why Start Your Career at Dezerv -

• Steep Learning Curve : Direct exposure to HNI client interactions and real-world wealth management from day one.
• Mentorship by Experts : Learn from industry leaders who’ve built and scaled some of India’s top wealth management businesses.
• Tech-Driven, Collaborative Culture : Work in a high-performance environment that values curiosity, transparency, and innovation.
• Merit-Based Growth & Rewards : Your effort translates directly into recognition, impact, and advancement.