Client Service/Service Manager - Wealth Operations

Neo Wealth Management

5 - 10 years

12 - 20 Lacs

kolkata delhi / ncr mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

wealth product mutual funds hni client handling client relationship onboarding pms aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Summary:

Service Relationship Manager

Job Responsibilities:

Manage end-to-end
Mutual Fund order processing
on platforms such as
BSE STAR MF
, ensuring accuracy and timeliness.
Support client onboarding by handling KYC, documentation, and compliance requirements.
Address client service requests, queries, and transaction-related issues promptly.
Collaborate with Relationship Managers and Advisors to deliver a seamless client experience.
Maintain sound knowledge of
Alternative Investment Funds (AIF)
and
Portfolio Management Services (PMS)
to support advisory and client needs.
Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency.
Prepare client statements, reports, and presentations as required.

Requirements:

Graduate/Postgraduate in Finance, Commerce, or related field.
Strong knowledge of
Mutual Funds
, with exposure to
AIF & PMS products
.
Hands-on experience with
BSE STAR MF platform
.
5+ years of relevant experience in wealth management, banking, or financial services operations.
Proficiency in MS Excel and financial platforms; detail-oriented with strong execution skills.
Excellent communication and client servicing abilities.

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