Vedant Finserv

Vedant Finserv is a premier Financial Services firm dedicated to delivering holistic financial services for affluent individuals and families. With a deep commitment to trust, transparency, and long-term wealth creation, we go beyond traditional investment strategies to offer through affiliated experts the bespoke financial planning, portfolio structuring, and succession advisory. Our expertise spans tax optimization, asset allocation, risk management, and global investment strategies, ensuring clients achieve financial security and peace of mind. Built on a foundation of relationship-driven advisory, Vedant Finserv is your trusted partner in navigating market complexities with clarity, confidence, and purpose.

2 Job openings at Vedant Finserv
Insurance Sales Specialist navi mumbai,maharashtra 2 - 6 years INR Not disclosed On-site Full Time

As a Business Development Manager Insurance at Vedant Finserv, a high-growth, client-centric financial services firm, your role is crucial in expanding insurance solutions for HNIs and NRIs across life, health, and general insurance segments. Your success will be measured by your ability to build strong institutional relationships, identify client protection gaps, and close high-quality insurance deals in a compliant and ethical manner. Key Responsibilities: - Build and manage a robust pipeline of insurance leads focusing on life and health insurance - Conduct need analysis, design insurance solutions, and pitch to prospects in various geographies - Maintain relationships with insurers, TPAs, underwriters, and service partners - Ensure 100% compliance with IRDAI and AMFI guidelines - Collaborate with the Client Partner and Financial Planning teams to integrate insurance into holistic plans - Track policy renewals, claims, servicing, and drive persistency metrics - Maintain MIS dashboards and prepare monthly business reports Qualifications: - Comfortable working in a performance-driven, ethical, client-first culture - Bachelor's degree in any discipline (MBA/Finance/Insurance certifications preferred) - Minimum 2-5 years of experience in insurance sales through agency, broker, bankassurance, or IFA channels - Proven track record of closing complex cases - Strong interpersonal and communication skills - Understanding of IRDAI regulations and various insurance products such as term, ULIP, annuity, and health indemnity Vedant Finserv is a boutique financial services firm with over 400 Cr AUM, focused on providing exceptional client service and recognized with the AMFI award.,

CFP Relationship Manager- Wealth Management navi mumbai,maharashtra 3 - 7 years INR Not disclosed On-site Full Time

As a Client Partner - CFP at Vedant Finserv, an award-winning wealth management firm, your role will be crucial in delivering holistic, trustworthy, and high-impact financial planning services to our clients. Key Responsibilities: - Engage with clients to understand their financial aspirations, life goals, and challenges. - Offer structured, goal-based investment recommendations aligned with risk profiles. - Coordinate periodic portfolio reviews and ensure timely service delivery. - Maintain detailed client records and track follow-ups using internal systems. - Contribute to internal knowledge-sharing and continuous improvement initiatives. - Uphold confidentiality and integrity in every client interaction. Qualifications: - CFP preferred - Passion for personal finance, wealth management, and financial education. - Strong verbal and written communication skills in English (additional languages are a plus). - Graduate/Postgraduate in Commerce, Finance, or related disciplines preferred. - 3-5 years of prior experience in client-facing roles (finance, insurance, or advisory) is an advantage. - Comfort with tools like MS Excel, Google Workspace, and CRM systems. - Willingness to work from the Navi Mumbai office, Monday to Friday.,

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Vedant Finserv