Wealth and Business Development Associate

6 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

  • Wealth & Business Development Associate

    1 week ago

    Gurgaon, Haryana, India Vserv Capital Services Full time ₹ 3,00,000 - ₹ 5,00,000 per year

    Job Title: Wealth & Business Development AssociateLocation: Gurugram (Sector 54)Employment Type: Full-timeSalary: ₹3–5 LPAAbout Vserv Capital ServicesEstablished in 1999, Vserv Capital Services is a trusted name in financial advisory, offering expert services in life insurance, mutual funds, and investment planning. As a leading partner of Tata AIA Life...

  • Business Development Associate

    2 weeks ago

    Gurgaon, Haryana, India Bayslope Business Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionBayslope Business Solutions is a Gurugram-based company specializing in providing high-quality intellectual property services to enable businesses and individuals to maximize their innovation potential.Role DescriptionThis is a full-time role as a Business Development Associate at Bayslope Business Solutions. As a Business Development...

  • Wealth Manager

    2 weeks ago

    Gurgaon, Haryana, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a diversified financial services firm with over 12,000 team members. We offer a wide range of financial products and services including Private Wealth, Retail Broking, Institutional Broking, Asset Management, Investment Banking, and more. Headquartered in...

  • Business Development Associate

    2 weeks ago

    Gurgaon, Haryana, India Signtific Advertising Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    About Us:Doors Studio is a buzzworthy digital marketing agency based in Gurugram, integrated with conceptions and thoughts of tomorrow. We pride ourselves on delivering innovative and effective digital solutions to our diverse client base. We are seeking an energetic and motivated Business Development Associate to join our team and support our client growth...

  • Sales Executive

    2 weeks ago

    Gurgaon, Haryana, India Finora Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job description Location:MG Road, GurugramAbout UsFinora Wealth is a trusted wealth management company with 25+ years of experience in working with High Net-Worth Individuals (HNIs). We specialize in Mutual Funds, PMS, AIFs, Insurance, and other wealth solutions.We are looking for a Sales Executive to join our team and support our client acquisition efforts...

  • Business Development Associate

    2 weeks ago

    Gurgaon, Haryana, India ECOIL Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt Ecoil, we're dedicated to transforming waste into valuable resources by converting used cooking oil from restaurants and eateries into eco-friendly biofuel. Our mission is to combat oil adulteration, protect public health, and minimize environmental impact. By promoting sustainable practices and reducing the carbon footprint, we strive...

  • Business Development Associate

    2 weeks ago

    Gurgaon, Haryana, India LevelupforWomen Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Company DescriptionWe are a team of passionate professionals specializing in clinical nutrition, lifestyle nutrition, and exercise at LevelupForWomen. We work exclusively with women and have helped over 300 women with PCOS reversal, structured fat loss, and maternity nutrition. Our goal is to empower women through personalized and evidence-based health care...

  • Business Development Associate

    2 weeks ago

    Gurgaon, Haryana, India ACOLYTE TECHNOLOGIES Full time ₹ 1,80,000 - ₹ 4,20,000 per year

    We are hire Business development Associate who join immediate ,Limited time requirement so apply fastFresher and experience both applywell groomed personality Speaking skills is very good English is good.A Business Development Associate supports sales, marketing, and product teams by identifying potential customers, target markets, and coordinating strategic...

  • Business Development Associate Trainee Wealth Manager

    1 week ago

    Gurgaon, Haryana, India deVere Group Full time ₹ 2,00,000 - ₹ 8,00,000 per year

    Who We AredeVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Planning Assistant (BDA) to join our professional and fully funded Financial Planning Trainee role in our Gurgaon office to work alongside our senior advisors.We are...

  • Business Development Associate

    2 days ago

    Gurgaon, Haryana, India Stefto Management Services Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionSince our establishment in 2007, Stefto Management Services has grown into a trusted leader in Business Processing. Our skilled technical team is dedicated to elevating brands, offering comprehensive marketing solutions. Based in Gurugram, with a presence in major cities like Delhi, Noida, Pune, we pride ourselves on low acquisition costs...