Wise Finserv

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.