Wealth and Business Development Associate

4 days ago

Gurgaon, Haryana, India Vserv Capital Services Full time ₹ 1,50,000 - ₹ 28,00,000 per year

Role Overview
We are hiring a
Wealth Business Development Associate
to support our growing financial advisory operations. This role involves a mix of
client portfolio management, business development, insurance coordination
, and backend operations. Its ideal for someone with a passion for finance and a drive to build strong client relationships.

Key Responsibilities
Client Investment Support

  • Assist with client portfolio management and financial planning.
  • Work with senior advisors to design personalized financial strategies.
  • Explain investment and insurance products to clients and internal stakeholders.

Business Development

  • Support lead generation and client engagement efforts.
  • Prepare product presentations and marketing material for the sales team.
  • Coordinate with Mutual Fund RMs and Insurance Advisors to grow business.

Operations Platforms

  • Handle mutual fund operations through AMFI, NSE, CAMS, and KFintech platforms.
  • Manage KYC, client onboarding , and application verification processes.
  • Oversee activation of accounts and ensure compliance with regulatory norms.

Insurance Handling

  • Manage operations across both general (health, motor, travel) and life insurance
  • Handle key activities such as:
  • Application login and policy issuance
  • Coordination with insurance advisors and internal teams
  • Understanding and applying underwriting guidelines
  • Ensure smooth servicing and support for clients across all insurance segments.

Data Team Support

  • Maintain accurate client records and validate internal data.
  • Support leadership with business reports and compliance checks.
  • Train and support new team members on systems and product knowledge.

What Were Looking For

  • Bachelors degree in Finance, Business Management (BBA/BMS), or a related field.
  • Good understanding of mutual funds, financial markets, and fixed income .
  • Basic knowledge of insurance products (life general) is a plus.
  • Proficiency in MS Excel and client data handling.
  • NISM VA Certification (Mutual Fund Distributor) preferred.
  • Strong communication skills and a proactive, self-driven mindset.
  • Passion for the BFSI industry and willingness to grow with the organization.

This job is provided by

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