Service Manager, Mumbai

1 week ago

Mumbai, Maharashtra, India Unien Financial Services Full time US$ 80,000 - US$ 1,20,000 per year

Our clients demand excellence. We deliver nothing less.

We are shaping the future of Wealth Management, one step at a time. By combining deep expertise with technology and strategic partnerships, we deliver exceptional solutions and experiences. Our clients choose us because they recognize that we operate at a level above the rest offering service that's uncommonly personalized.

At
Unien Financial Services
, we provide a collaborative and professional environment where talent is nurtured, ideas are valued, and career development is supported. This role offers the opportunity to work closely with senior professionals, gain exposure across diverse financial products, and directly contribute to client success.

The Opportunity

We are seeking a highly motivated and detail-oriented
Service Manager
to join our Mumbai team.

The role is focused on establishing and maintaining strong Client relationships while ensuring the highest standards of Service delivery. The position requires significant client interaction and active involvement across all aspects of client servicing and operational support.

Responsibilities

  • Manage client onboarding and account maintenance for both new and existing clients in line with regulatory and organizational policies.
  • Collect and validate account-specific documentation and financial information to ensure compliance requirements are met.
  • Act as the primary point of contact between clients, Banks, AMCs, and Product Manufacturers (AIFs, PMS providers, etc.).
  • Provide operational support across a broad suite of financial products and applications.
  • Oversee administrative and transactional activities including money transfers, tax reporting, portfolio review preparation, and resolution of client queries.
  • Support Relationship Mangers by ensuring seamless coordination and contributing to client meetings as required.

Qualifications & Skills

  • Bachelor's or Master's degree in Marketing or Finance from a reputed university
  • 3–5 years of proven experience in Wealth Management or Private Banking
  • Strong operational skills with sound understanding of Banking and Mutual fund operations.
  • Proficiency in Excel, PowerPoint, reporting systems, and transaction platforms.
  • Highly organized, with the ability to excel in fast-paced environments.
  • Strong problem-solving skills, with a passion for streamlining and bringing order to complex processes.

Work Location & Timings:
Mumbai, Work from Office for 5 days a week & Work from Home for half a day on Saturdays.

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