Service Manager

The Corporate : A new age, focused Asset Management and Wealth Management Platform that aims at providing clients with transparent, cost-efficient, and unbiased solutions with 650 plus employees and 12500 cr of AUM

Job Locations : Kolkata (Regional Office)

Experience :

Hands-on experience with BSE STAR MF platform.

4+ years of relevant experience in wealth management

Proficiency in MS Excel and financial platforms; detail-oriented with strong execution skills. Excellent communication and client servicing abilities.

Job Description

• Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF, ensuring accuracy and timeliness.
• Support client onboarding by handling KYC, documentation, and compliance requirements.
• Address client service requests, queries, and transaction-related issues promptly.
• Collaborate with Relationship Managers and Advisors to deliver a seamless client experience.
• Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs.
• Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency.
• Prepare client statements, reports, and presentations as required.

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