Operations & Service Manager

We are looking for a smart and organized Operations & Client Service Manager to support our financial services business, which includes mutual funds, insurance, investment advisory and advisors.

The role involves handling day-to-day operations, maintaining accurate MIS reports, and ensuring excellent service to our clients. You will coordinate with clients, AMCs, insurance companies, and internal teams to ensure smooth processing of transactions, documentation, and follow-ups.

Key Responsibilities:

• Maintain and update MIS reports on investments, client portfolios, and transactions.
• Handle client servicing tasks – onboarding, documentation, queries, and follow-ups.
• Coordinate with AMCs, insurance partners, and back-office platforms for transaction processing.
• Prepare reports and presentations for client review meetings.
• Manage basic compliance and data accuracy across records.

Requirements:

• Graduate in any discipline.
• Fluent in English – both spoken and written.
• Good knowledge of Excel, Word, and PowerPoint.
• Comfortable working on financial portals and CRM tools.
• Prior experience in mutual funds / insurance / wealth management is preferred.

Skills Desired:

• Strong communication and coordination skills.
• Attention to detail with the ability to manage multiple tasks.
• Client-first approach with a proactive mindset.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Paid sick time

Work Location: In person

Speak with the employer
+91 9667803804Application Deadline: 25/08/2025Expected Start Date: 11/08/2025