Client Service Manager (FundsIndia IFA)

Role & responsibilities

• Be a reliable point of contact for clients, handling requests with speed, discretion and a personal touch
• Own client requests end to end, from onboarding to resolution of every later query
• Process transactions and service requests across mutual funds, PMS, AIF, NPS and insurance: investments, redemptions, SIPs, switches, KYC, bank and nominee updates, and transmission cases
• Coordinate with fund houses, registrars, banks and platform partners
• Keep client records accurate, confidential and audit-ready
• Stay in regular touch with clients through check-ins, milestone greetings and timely updates
• Spot life events and family financial needs (maturity, property sale, child's education) and flag them to the team
• Help prepare yearly client reviews and events with the right data
• Share client feedback and suggest process improvements

Preferred candidate profile

• 4+ years in client servicing, operations or back-office roles with HNI/UHNI or premium clients (not open to freshers)
• Experience handling documentation and service requests for high-value clients, with a record of closing requests accurately and on time
• Strong attention to detail
• Clear, polite and confident communication with demanding clients
• Comfortable with Excel, CRMs (Zoho) and online platforms, and open to AI-assisted workflows
• Ownership mindset and curiosity about personal finance and investing
• No wealth operations background needed