Wealth Management Associate

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

About Vserv Capital Services
Vserv Capital Services, established in 1999, is a financial advisory firm with a strong focus on life insurance and financial planning. As a partner of Tata AIA Life Insurance, we support clients with insurance and
financial solutions.

Role Overview
We are looking for a Wealth Management Associate to support our life insurance business by coordinating with Life Insurance Advisors and Leaders, managing case-related activities, and supporting business and operations.

Key Responsibilities
Coordinate with Life Insurance Advisors and Leaders on business, applications, documentation, and pending cases.
Support the life insurance process including application login, documentation, policy issuance, and
servicing.
Coordinate with Tata AIA RMs and internal teams for underwriting, case processing, and issue resolution.
Maintain KYC, application, policy, advisor, and business records and prepare basic MIS/reports.
Support leaders with follow-ups, business tracking, and advisor-related coordination.
Conduct occasional field visits for advisor/leader coordination, client-related requirements, or business support.
Ensure processes are followed as per internal and regulatory guidelines.

What We're Looking For
Bachelor's degree in Finance, Business Management, or a related field.
Basic to good understanding of life insurance; BFSI or insurance experience preferred.
Strong communication, coordination, follow-up, and Excel skills.
Proactive, organised, and comfortable working with Advisors, Leaders, RMs, and internal teams.

Job Type: Full-time
Location: Gurugram, Haryana (Preferred)
Work Location: In person