Open to opportunities

Dev Joshi User

@devjoshiuser

Message

Client relationship and wealth management professional focused on HNI/UHNI portfolios.

India

Message

What I'm looking for

I seek a client-focused wealth management role where I can drive CRM efficiency, support HNI/UHNI portfolios, improve processes, and grow with a collaborative team.

I am a client relationship and wealth management professional with hands-on experience managing CRM operations and portfolio coordination for HNI and UHNI clients. I have led onboarding, maintained data hygiene for 850+ high-net-worth clients, and supported investment specialists with clear, actionable reports.

At Dezerv I coordinated portfolio review sessions that increased client engagement and satisfaction by 31%, implemented CRM automation to reduce manual work, and streamlined KYC and integration processes for PMS and mutual funds. I collaborate across teams to enhance service delivery, reporting timelines, and client workflows.

I bring strong attention to detail, effective communication, and a proactive, client-centric approach to wealth management. I am passionate about improving client education on investment products and driving process improvements that enable data-driven decision-making.

Experience

Work history, roles, and key accomplishments

Wealth Management Associate

Dezerv

Dec 2024 - Oct 2025 (10 months)

Managed CRM data and portfolio records for 850+ HNI/UHNI clients, drove a 31% increase in client engagement through coordinated portfolio reviews, and streamlined onboarding and reporting to improve service delivery and decision-making.

Client Relationship Management CRM Operations Onboarding KYC MS Office Process Improvement