We are seeking a proactive Service Manager who can build meaningful client relationships while delivering best-in-class service and operational excellence. This role involves extensive engagement with both prospective and existing clients across their onboarding, servicing, and portfolio-related requirements.

What Youll Do

- Lead full-cycle client onboarding and ongoing account maintenance, ensuring all documentation and data collection are accurate and compliant with regulatory and internal standards.
- Liaise directly with clients, Banks, AMCs, and Product Manufacturers (AIFs, PMS providers, etc.).
- Support a wide range of products, platforms, and reporting systems Manage day-to-day operational and administrative activities including fund transfers, tax reports, account maintenance, portfolio review preparation,



and ad-hoc client requests.

- Support Private Bankers and participate in client discussions as required

What Were Looking For

- Bachelors or Masters degree in Marketing / Finance from a reputed university.

- 2 - 6 years of experience in Wealth Management or Private Banking.
- Strong operational understanding of Banking and Mutual Fund processes.
- Proficiency in Excel, PowerPoint, reporting tools, and transaction platforms.

- Highly organized, detail-oriented, and comfortable in a quick-moving environment.
- Ability to simplify complex processes and problem statements

📌 Service Manager (Bengaluru)
🏢 UnienFin Wealth
📍 Bengaluru