Building Dezerv's RM Enablement Systems
Shapes product systems that help relationship managers move prospects through conversion.
- Sales enablement
- CRM
- Internal tools
- Assisted digital
- Wealth management
Tejas B
Product at Dezerv
From their time as
Product
Dezerv • 2024
Overview
Tejas works on sales-enablement products for Dezerv relationship managers. The scope runs from lead creation through onboarding, KYC visibility, call context, and client conversion.
The Story
Tejas works on a product mandate where relationship managers are the primary users. The system needs to support their work from the first prospect conversation through onboarding, KYC, and conversion.
He frames the work as product for an internal customer, with adoption by RMs at its center. The scope includes CRM, lead allocation and routing logic, roster management, consolidated communication context, and tools that help RMs follow up effectively.
A new PMS category creates an assisted-digital build alongside the mature platform work. Tejas is shaping the discovery needed to determine which capabilities that experience requires, while existing systems continue to improve.
Ownership Snapshot
Broad role
Product operator working across internal and consumer product areas.
Goal
Enable relationship managers to convert prospects through a clearer sales workflow.
Direct ownership
Product scope spanning CRM, routing, roster management, and communication capabilities.
Team execution
Works with sales and product teams to discover and improve RM workflows.