Wealth & Business Development Associate

Role Overview

Wealth & Business Development Associate

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

• 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 Were Looking For

• Bachelors 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.