As Wealth Service Associate, you will handle day-to-day responsibilities connected with customer handling, documentation, follow-up, communication, process coordination. This includes coordinating assigned work, responding to relevant enquiries, maintaining records and reports, following up with stakeholders and ensuring that agreed activities are completed on time.
- The role is suitable for candidates with 1-4 years and is based across Delhi, Jaipur, Lucknow, Mumbai. The work is practical and team-oriented, with regular interaction with colleagues, customers, vendors, partners or other stakeholders depending on the assignment.
- Depending on the client and peak workload, occasional weekend work or extended hours may be required.
- The ideal candidate should communicate clearly, be organised and take ownership of routine responsibilities after initial training.
- Shortlisted candidates may be asked to participate in a short practical discussion or role-specific assessment.
- Location - Mumbai.
📌 Wealth Service Associate (Delhi)
🏢 HappinessCue
📍 Delhi
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