Wealth Management Associate

Job description
Job Title: Wealth Management Associate
Location: Gurugram (Sector 54)
Employment Type: Full-time
Salary: 3-5 LPA

About Vserv Capital Services
Established in 1999, Vserv Capital Services is a trusted name in financial advisory, fostering 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 are 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 Management Associate to support our growing financial advisory operations. This role involves a mix of client portfolio management, insurance coordination, and backend operations. It's ideal for someone with a passion for insurance 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 personalised financial strategies.
Explain investment and insurance products to clients and internal stakeholders.
Coordinate with Mutual Fund and General Insurance RMs 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 (motor, travel) and health insurance products.

Handle key activities such as:
• Application login and policy issuance
• Coordination with insurance RMs 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 Are 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
Location: Gurugram, Haryana
Work Location: In person