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Executive Wealth Manager

1.00 to 4.00 Years   Gurugram   28 Mar, 2025
VSERV CAPITAL SERVICES
Job LocationGurugram
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryFinancial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job Title: Wealth Management Executive Location: Gurugram (Sector 54) Type: Full-time Salary:3-6 LPAAbout UsAt Vserv Capital Services, established in 1999, we are dedicated to helping individuals achieve financial security through personalized, research-driven strategies. We are into Life Insurance, Mutual Fund Distribution, and other investment products. As a trusted Managing Partner of Tata AIA Life Insurance, we uphold excellence, reliability, and innovation in the financial planning industry. Join our team to make a meaningful impact while advancing your career in a supportive and growth-oriented environment.Position Overview: We are looking for a motivated Wealth Management Intern Executive to join our team and assist with various functions in the Banking, Financial Services, and Insurance (BFSI) sector. This internship offers hands-on experience and exposure to financial products, market analysis, and customer service within the BFSI industry.Key Responsibilities:
    • Assist in the analysis and preparation of financial reports.
    • Support in managing and updating client portfolios.
    • Conduct market research and competitor analysis in the BFSI sector.
    • Assist in sales support by providing product information and responding to client inquiries.
    • Help with data entry and maintaining accurate records.
    • Collaborate with teams to improve internal processes and enhance customer experience.
    Qualifications:
    • Currently pursuing a degree in BFSI, Finance, or a related field.
    • Strong communication and analytical skills.
    • Interest in the BFSI sector and financial markets.

Keyskills :
investment bankingmutual fund analysispolicy servicingwealth managementinvestment managementmutual funds

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