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 Insurance
, we help individuals achieve financial security through tailored, data-driven strategies.
Our focus is on
reliability, innovation, and client success
. If you're looking to grow in the
Banking, Financial Services, and Insurance (BFSI)
sector, Vserv is the place to build your long-term career.
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. It's 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
products.
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 We're Looking For
Bachelor's 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.
Job Type: Full-time
Pay: ₹300,000.00 - ₹500,000.00 per year
Location:
Gurugram, Haryana (Preferred)
Work Location: In person
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.