Job Title Wealth Business Development 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 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

📌 Wealth & Business Development Associate (Haryana)
🏢 Vserv Capital Services
📍 Haryana