Harleen Kaur has been appointed as Deputy Associate Vice President – Private Wealth at Wise Finserv, Noida. With over four years of progressive experience at Wise Finserv, Harleen’s journey showcases her consistent growth and commitment to delivering excellence in wealth management and client advisory. In her new role, she will continue to lead key initiatives in private wealth, strengthening client relationships, and driving the firm’s expansion in the financial services domain.
Before this elevation, Harleen served as Chief Manager at Wise Finserv, where she played a crucial role in advising high-net-worth clients, managing investment portfolios, and ensuring comprehensive financial planning. Her strategic understanding of market trends and client-centric approach enabled her to consistently deliver value-driven investment solutions.
Earlier in her tenure at Wise Finserv, she also held roles as Senior Relationship Manager, Relationship Manager, and Management Trainee. Each position allowed her to deepen her expertise in wealth advisory, portfolio management, and personalized client servicing. Harleen’s ability to build trust and long-term financial partnerships has been a key contributor to her rapid professional growth within the firm.
Before joining the finance industry, Harleen gained valuable experience in communication, marketing, and public relations through internships with Bennett Coleman & Co. Ltd. (The Times of India), Outlook Publishing (India) Pvt. Ltd., RainBerry, and Younity.in. These early experiences honed her interpersonal and strategic communication skills, which later became instrumental in her client-facing roles.
An alumna of Vivekananda Institute of Professional Studies, Harleen’s journey from campus leadership to becoming Deputy Associate Vice President at Wise Finserv reflects her dedication, leadership, and continuous pursuit of professional excellence in the wealth management industry.