About Company Wise Finserv is a leading financial services company in India serving since more than a decade. We offer simple investment options tailored to clients' needs, serving HNI and UHNI. Services include investment advisory, portfolio management, tax planning, insurance, and retirement planning. We measure success by our clients' achievements and financial security. Upholding integrity and transparency, we empower clients to make informed decisions. Currently we are managing 25000+ clients across the globe with an AUM of more than 8000 crores. Role Overview We are seeking a creative, detail-oriented, and proactive individual to join our team as a Marketing & Brand Management Support Executive . This role is ideal for someone who thrives in a fast-paced, professional environment and is passionate about brand storytelling, visual design, and execution excellence. You will support the implementation of both digital and offline marketing initiatives, assist in content and design development, and ensure cohesive brand representation across all touchpoints. Eligibility Qualification Graduate in any discipline Preferred: MBA / Postgraduate in Marketing, Mass Communication, Design, or related field 0–1 years of experience in marketing, branding, or digital content support (internships included) Skills Required Proficiency in design tools like Canva , Adobe Photoshop , Illustrator , or similar platforms Strong understanding of branding principles and visual aesthetics Good communication skills – both written and verbal Ability to multitask, manage deadlines, and coordinate with multiple stakeholders Exposure to digital marketing or content planning is an advantage Strong sense of ownership and attention to detail Roles & Responsibilities Assist in designing and developing marketing collateral such as brochures, event kits, corporate diaries, calendars, presentations, and client handouts Create visually consistent digital creatives for social media, internal campaigns, and client communications using design tools Support the execution of brand campaigns, events, and seasonal gifting by coordinating requirements, timelines, and logistics Work closely with internal departments to understand branding needs and translate them into effective visual or content output Liaise with external vendors and agencies for printing, merchandise, and digital production Help maintain a central repository of branding assets and ensure regular updates and version control Contribute to social media planning, emailer content, and internal communication drafts in collaboration with the digital marketing team Track industry trends in brand design, marketing tools, and competitor activity to recommend new ideas for campaigns and brand engagement Why Join Us At Wise Finserv, you’ll work alongside experienced professionals in a dynamic and collaborative environment. This role provides a platform to sharpen your marketing and design skills, gain hands-on exposure to brand-building activities, and contribute to the strategic growth of a trusted wealth management brand. If you are enthusiastic about storytelling through design, building brand equity, and learning continuously—this is the place for you. Apply Now Send your CV to hr@wisefinserv.com or apply directly through LinkedIn. Join us and be part of a team shaping the future of wealth management!
ABOUT US: Wise Finserv is a leading financial services company in India, providing customized investment solutions to HNI and UHNI clients. Our services include investment advisory, portfolio management, tax planning, insurance, and retirement planning. We prioritize integrity and transparency, empowering clients with informed financial decisions. Currently, we manage 25,000+ clients globally, with an AUM exceeding 8,000 crores. ROLE OVERVIEW: We are looking for a diligent and dependable Executive – Accounts & Administration to support the taxation and operations team at our Chandigarh branch . This role ensures timely and accurate tax filings, regulatory compliance , and smooth day-to-day branch functioning . It is ideal for candidates who enjoy structured financial and administrative work and want to develop expertise in compliance support and operations management. KEY RESPONSIBILITIES: 1) Financial Compliance Support Assist in GST return filings (GSTR-1, GSTR-3B, Annual Returns) and Income Tax Returns (ITR) using appropriate software Handle TDS calculations, deductions, and quarterly filings Maintain books of accounts, ledgers, and supporting documents in coordination with the central accounts team Stay updated on taxation timelines and requirements to ensure branch compliance 2) Branch Administration Ensure day-to-day operational tasks are well-managed, including branch cleanliness, stationery, and other facility-related needs Maintain inventory and coordinate with vendors when required Support in documentation, record-keeping, courier management, and audit preparation 3) Data Reporting Maintain relevant data in Tally ERP and Excel for internal tracking Share timely updates and MIS reports with the taxation team and branch head IDEAL PROFILE: Graduate in Commerce, Accounting, or Finance Proficient in GST & ITR filing basics Working knowledge of Tally ERP and Microsoft Excel Strong organizational skills and attention to detail Comfortable working in a structured, backend support environment Apply Now: Send your CV to hr@wisefinserv.com or apply directly through LinkedIn. Join us and be part of a team shaping the future of wealth management!
About Wise Finserv Wise Finserv is a leading private wealth management firm with over a decade of experience in delivering personalized financial solutions. We specialize in investment advisory, portfolio planning, tax-efficient strategies, insurance, and retirement planning. With a strong client-first approach rooted in integrity and transparency, we’ve built long-standing relationships with over 25,000 clients across the globe — including HNIs, ultra-HNIs, professionals, and families. At Wise Finserv, we’re not just committed to growing wealth — we’re equally invested in growing people. Join us and be part of a high-performance, collaborative environment where learning, innovation, and ownership are at the core of everything we do. Role Overview We’re looking for a full-time HR Intern to join our team and assist in driving smooth day-to-day functioning of our HR initiatives. If you're someone who enjoys taking ownership, being creative, and learning the ropes of real-time HR, we’d love to meet you. 📍 Location: Sector 16, Noida 🕒 Duration: 3–6 months (Full-time, Onsite Internship) 📅 Start Date: Immediate joiners preferred What You’ll Be Involved In: Support the execution of day-to-day HR initiatives across employee engagement, communication, and coordination Assist in organizing onboarding experiences, internal events, and team-wide HR activities Contribute to the creation of HR content and internal communication material for employee recognition and engagement Coordinate with internal teams to ensure smooth execution of HR processes and timely updates Participate in recruitment coordination, including scheduling and communication with candidates Help maintain a positive and productive office environment through active involvement in HR operations and support functions What We’re Looking For: Someone proactive, creative, and dependable Good with Canva, Excel, Google Sheets & basic tools Strong communication skills and attention to detail Eager to learn and contribute to an energetic work environment Must be available full-time and willing to work from our office Why Join Us? You’ll get a chance to be part of a fast-moving, people-first culture, and play a key role in making sure things run seamlessly. A great opportunity to explore HR from the inside out. Apply Now: Send your resume to hr@wisefinserv.com or apply directly via LinkedIn.
Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Preferred candidate profile Bachelors degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CFA, or CWP will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Overview We are looking for a Client Service Manager who will act as the primary point of contact for our valued clients, ensuring seamless service delivery and superior client experience. The role requires strong relationship management skills, attention to detail, and the ability to coordinate across internal teams to meet client needs. Key Responsibilities Client Relationship Management: Serve as the first point of contact for clients, addressing queries, requests, and service requirements with professionalism and promptness. Onboarding & Documentation: Oversee client onboarding, ensuring all KYC, regulatory, and compliance documentation is accurate and timely. Portfolio Servicing: Support wealth managers in reviewing client portfolios, preparing MIS reports, and assisting clients with transactions and investment updates. Communication & Reporting: Prepare and share performance reports, portfolio reviews, and updates with clients, ensuring clarity and transparency. Coordination with Product & Operations Teams: Liaise with internal teams to resolve service issues, ensure smooth execution of client instructions, and deliver a consistent client experience. Client Engagement: Assist in organizing client review meetings, webinars, and financial literacy sessions, helping deepen client relationships. Cross-Selling Support: Identify client needs and assist in cross-selling relevant financial products such as mutual funds, bonds, fixed deposits, or insurance solutions. Compliance & Confidentiality: Ensure adherence to all compliance and regulatory standards while maintaining strict confidentiality of client information. Preferred candidate profile Bachelors degree in Finance, Business, or related field. Prior experience in client servicing, wealth management, or financial services preferred. Excellent interpersonal, written, and verbal communication skills. Strong organizational skills with attention to detail. Proficiency in Microsoft Excel, PowerPoint, and CRM tools. Ability to handle sensitive and confidential information with discretion.
Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Preferred candidate profile Bachelors degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CFA, or CWP will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning : Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis : Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy : Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory : Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management : Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance : Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews : Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application : Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Preferred candidate profile Bachelors degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CFA, or CWP will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor's degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Varanasi, Allahabad, Kanpur, Lucknow The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ludhiana The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chennai The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
As a Wealth Relationship Manager in Kanpur & Lucknow, your role will involve client acquisition, financial planning, and portfolio management. You will focus on delivering customized, tax-efficient investment strategies to meet client goals. Candidates with professional certifications such as CFP, CWM, or CFA will have an added advantage. Key Responsibilities: - Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. - Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. - Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. - Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. - Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. - Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. - Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills: - Bachelors degree in Finance, Business, or a related field. - Previous experience in Private Wealth Management or Financial Services preferred. - Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. - Excellent interpersonal and communication skills. - Strong analytical, organizational, and problem-solving abilities. - High attention to detail and ability to manage sensitive client information with discretion. - Proficiency in Microsoft Excel and PowerPoint.,
Job description Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Ahmedabad The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Bhubanesswar The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.
About the Role Wise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of financial markets, and the ability to transform data into actionable insights. You will work closely with advisory teams, leadership, and operations to deliver research-driven recommendations aligned with the financial goals of our clients. Key Responsibilities Market and Investment Research · Conduct detailed research on mutual funds, equities, debt instruments, and wealth management products. · Track macroeconomic trends, market movements, and regulatory developments impacting the capital market. · Prepare research reports, market updates, and thematic insights for internal and client-facing use. Portfolio & Financial Planning Analysis · Perform portfolio reviews including asset allocation, return analysis, and risk assessment. · Support development of financial and retirement planning strategies based on client profiles. · Assist in building model portfolios and customised recommendation baskets aligned with market conditions and client objectives. · Use analytical tools to generate insights for rebalancing, risk optimisation, and goal-based planning. Product & Solution Support · Evaluate third-party investment products (mutual funds, insurance, structured solutions, etc.) based on performance, suitability, risk parameters, and client requirements. · Create product comparison frameworks and suitability matrices to help advisors make informed recommendations. · Support the enhancement of internal product notes, financial planning modules, and research repositories. · Collaborate with advisory, sales, and compliance teams to ensure seamless product delivery. Skills & Qualifications Educational Background · Bachelor’s/Master’s in Finance, Economics, Commerce, Business, or B.Tech (any specialization with strong analytical aptitude). · NISM certifications (Series NISM Series XV,NISM Series XIII X-A, X-B,) preferred. · CFP, CFA/FRM qualification (Level 2 or ongoing) is an added advantage. Technical & Analytical Skills · Proficiency in data analysis and financial modelling. · Strong command over MS Excel, Google Sheets, and financial databases. · Experience in data visualization tools such as Power BI, Tableau, or advanced Excel dashboards. · Ability to interpret numbers, identify trends, and convert raw data into insights. · Understanding of risk metrics, asset allocation concepts, and investment strategies. Core Competencies · Strong understanding of financial markets and investment products. · Excellent communication, report-writing, and presentation skills. · Detail-oriented mindset with the ability to work with large data sets. · Ability to work in a fast-paced environment and handle analytical projects independently.
Director – Relationship Manager, Private Wealth Location: Delhi NCR / Mumbai / Ahmedabad/ Bangalore/ Hyderabad / Chennai/ Kolkata Department: Private Wealth Management Reports to: CBO , Wise Finserv Private Wealth Role Overview This role is meant for a seasoned private-wealth professional who understands the nuances of managing and growing Ultra HNI and HNI relationships. The Director will be responsible for end-to-end client advisory, portfolio construction, and business development while upholding the values of trust, transparency, and long-term wealth stewardship that define Wise Finserv. You will be the face of the firm for some of our most valued families, ensuring that their portfolios are resilient, tax-efficient, and aligned with their goals across market cycles. Key Responsibilities Client Acquisition & Growth Acquire new HNI and Ultra HNI clients through a deep network, referrals, and market outreach. Strengthen relationships with promoters, CXOs, senior professionals, and business families. Drive AUM growth by identifying opportunities across mutual funds, PMS, AIFs, bonds, insurance solutions, and global products. Portfolio Strategy & Advisory Build customised asset-allocation frameworks tailored to each client’s risk appetite and life goals. Conduct periodic portfolio reviews using Wise Finserv’s Wealth Model and research-driven insights. Guide clients on market events, interest-rate cycles, equity valuations, tax changes, and estate-planning strategies. Work closely with the Product & Research team to deliver best-in-class investment recommendations. Relationship Management Maintain exceptional service standards with proactive communication and timely resolution of queries. Engage with multiple generations of client families to strengthen continuity and trust. Collaborate with internal teams—Research, Operations, Compliance—to deliver seamless execution. Business Leadership Mentor a small team of Wealth Managers as the business scales. Participate in strategic initiatives, new product development, and client-engagement events. Uphold compliance, documentation standards, and risk protocols as per SEBI and internal guidelines. Required Experience 10–18 years of experience in Private Banking / Wealth Management. Proven track record of managing HNI / Ultra HNI clients with strong AUM movement. Strong understanding of multi-asset advisory: equity, debt, PMS, AIF, global investing, estate planning, and insurance. Ability to engage senior-level stakeholders with confidence and credibility. Familiarity with regulatory frameworks and product suitability norms. Key Skills & Attributes Strong relationship-building and networking ability. Deep analytical skills with comfort in discussing markets and macro trends. High ownership, maturity, and client-centric thinking. Excellent communication, presentation, and negotiation skills. Integrity, discretion, and long-term approach to client wealth. Education MBA / CFP / CWM / NISM certifications preferred.
As a Product & Research Analyst at Wise FinServ, you will play a crucial role in supporting investment research, financial planning, retirement strategies, and portfolio analysis. Your strong analytical capabilities and understanding of financial markets will be key in transforming data into actionable insights for the benefit of our clients. Key Responsibilities: - Conduct detailed research on various financial instruments including mutual funds, equities, debt instruments, and wealth management products. - Track macroeconomic trends, market movements, and regulatory developments affecting the capital market. - Prepare research reports, market updates, and thematic insights for both internal and client-facing purposes. - Perform portfolio reviews, analyze asset allocation, return on investment, and assess risks. - Assist in developing financial and retirement planning strategies tailored to client profiles. - Aid in creating model portfolios and customized recommendation baskets aligned with market conditions and client objectives. - Evaluate third-party investment products based on performance, suitability, risk parameters, and client needs. - Create product comparison frameworks and suitability matrices to assist advisors in making informed recommendations. - Support the enhancement of internal product notes, financial planning modules, and research repositories. - Collaborate with advisory, sales, and compliance teams to ensure smooth product delivery. Qualifications Required: - Bachelor's/Master's degree in Finance, Economics, Commerce, Business, or B.Tech with a strong analytical aptitude. - Preferably hold NISM certifications (Series NISM Series XV, NISM Series XIII X-A, X-B). - Additional qualifications like CFP, CFA/FRM (Level 2 or ongoing) are advantageous. In addition to the qualifications, you should possess: - Proficiency in data analysis and financial modeling. - Strong command over MS Excel, Google Sheets, and financial databases. - Experience in data visualization tools such as Power BI, Tableau, or advanced Excel dashboards. - Ability to interpret numbers, identify trends, and convert raw data into insights. - Understanding of risk metrics, asset allocation concepts, and investment strategies. Your core competencies should include: - Strong understanding of financial markets and investment products. - Excellent communication, report-writing, and presentation skills. - Detail-oriented mindset with the ability to work with large data sets. - Ability to work independently on analytical projects in a fast-paced environment.,
About the Role Wise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of financial markets, and the ability to transform data into actionable insights. You will work closely with advisory teams, leadership, and operations to deliver research-driven recommendations aligned with the financial goals of our clients. Key Responsibilities Market and Investment Research Conduct detailed research on mutual funds, equities, debt instruments, and wealth management products. Track macroeconomic trends, market movements, and regulatory developments impacting the capital market. Prepare research reports, market updates, and thematic insights for internal and client-facing use. Portfolio & Financial Planning Analysis Perform portfolio reviews including asset allocation, return analysis, and risk assessment. Support development of financial and retirement planning strategies based on client profiles. Assist in building model portfolios and customised recommendation baskets aligned with market conditions and client objectives. Use analytical tools to generate insights for rebalancing, risk optimisation, and goal-based planning. Product & Solution Support Evaluate third-party investment products (mutual funds, insurance, structured solutions, etc.) based on performance, suitability, risk parameters, and client requirements. Create product comparison frameworks and suitability matrices to help advisors make informed recommendations. Support the enhancement of internal product notes, financial planning modules, and research repositories. Collaborate with advisory, sales, and compliance teams to ensure seamless product delivery. Skills & Qualifications Educational Background Bachelor's/Master's in Finance, Economics, Commerce, Business, or B.Tech (any specialization with strong analytical aptitude). NISM certifications (Series NISM Series XV,NISM Series XIII X-A, X-B,) preferred. CFP, CFA/FRM qualification (Level 2 or ongoing) is an added advantage. Technical & Analytical Skills Proficiency in data analysis and financial modelling. Strong command over MS Excel, Google Sheets, and financial databases. Experience in data visualization tools such as Power BI, Tableau, or advanced Excel dashboards. Ability to interpret numbers, identify trends, and convert raw data into insights. Understanding of risk metrics, asset allocation concepts, and investment strategies. Core Competencies Strong understanding of financial markets and investment products. Excellent communication, report-writing, and presentation skills. Detail-oriented mindset with the ability to work with large data sets. Ability to work in a fast-paced environment and handle analytical projects independently.
Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Bhubanesswar The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices. Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments. Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs. Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses. Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations. Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions. Qualifications & Skills Bachelor’s degree in Finance, Business, or a related field. Previous experience in Private Wealth Management or Financial Services preferred. Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage. Excellent interpersonal and communication skills. Strong analytical, organizational, and problem-solving abilities. High attention to detail and ability to manage sensitive client information with discretion. Proficiency in Microsoft Excel and PowerPoint.