Service Manager

3 weeks ago


Noida, India Wealth Redefine Full time

Company Description

Wealth Redefine is a boutique Mutual Fund distribution firm based in Noida. We specialize in goal-based financial planning and offer a range of financial instruments including Mutual Funds, PMS, and Alternative Investment Products. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients and High Net Worth Individuals. With assets under management exceeding $400 million, we serve affluent families across India and internationally.

Role Description

This is a full-time on-site role for a Service Manager - Mutual Funds at Wealth Redefine in Noida. The Service Manager will be responsible for daily management of mutual fund operations, client servicing, portfolio monitoring, and coordinating with fund houses. Additionally, the role involves conducting performance reviews, preparing reports, and providing investment advice to clients.

Qualifications

  • Strong knowledge of Mutual Funds, Portfolio Management, and Alternative Investment Products
  • Experience in client servicing, operations management, and portfolio monitoring
  • Excellent analytical and problem-solving skills
  • Ability to provide investment advice and financial planning solutions
  • Proficiency in financial analysis and reporting
  • Effective communication and interpersonal skills
  • Bachelor's degree in Finance, Business, Economics, or related field
  • Certifications such as AMFI, NISM, or CFP would be a plus
  • Fluent in English


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