Job Summary

One of our clients is looking for a dependable skilled for this role and we are handling the initial recruitment. 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 NCR / 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.

Responsibilities





- 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 work is practical and team-oriented, with regular interaction with colleagues, customers, vendors, partners or other stakeholders depending on the assignment.

Requirements

- Location: Delhi NCR / Jaipur / Lucknow / Mumbai.
- Experience: 1-4 years.
- Occasional weekend work or extended hours may be required, depending on the client and peak workload.

Qualifications

- The ideal candidate should communicate clearly, be organised and take ownership of routine responsibilities after initial training.

Hiring Process

- Shortlisted candidates may be asked to participate in a short practical discussion or role-specific assessment.

Location - Delhi / NCR , Jaipur , Lucknow , Mumbai

📌 Wealth Service Associate (Lucknow)
🏢 HappinessCue
📍 Lucknow