Service Manager-Wealth Management

Position: Service Manager-Mutual Funds

Location: Chandigarh

Experience required: 3-5 years

Employment Type: Full-Time

Job Summary

We are seeking a dynamic and detail-oriented Service Manager having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services.

Key Responsibilities

· Primary responsibilities will include managing all the operations, admin and client support work.

· Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments.

· Process transactions related to mutual funds, including purchases, redemptions, and switches.

· Verify and reconcile mutual fund investments and statements.

· Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions.

· Maintain and update client records, investment portfolios, and transaction data in the system.

· Maintaining and analyzing financial/non-financial data of our company client.

· Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery.

· Analyze operational metrics to identify areas for improvement.

· Recommend and implement improvements in operational workflows to enhance efficiency and accuracy.

Qualifications

• Education: Bachelor’s degree in commerce, Finance, or a related field.
• Experience:
• Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds.
• Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable.
• Must have basic knowledge in Mutual Funds & other financial products

Skills

· Strong understanding of financial instruments, investment processes, and regulatory frameworks.

· Strong understanding of mutual fund products, operational processes.

· Proficiency in MS Office (Excel, Word) and financial software.

· Effective communication skills for coordination with internal teams and external stakeholders.

What We Offer

• A supportive work environment that encourages professional growth.
• Opportunities to expand your expertise in wealth management operations.
• Competitive compensation and benefits.

How To Apply:

If you meet the above requirements and are passionate about working in the wealth management industry, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Service Manager – [Your Name]."

Job Type: Full-time

Pay: ₹35,000.00 - ₹45,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Leave encashment
• Paid time off

Work Location: In person