We are looking for a smart and organized Operations Client Service Manager to support our financial services business which includes mutual funds insurance investment advisory and advisors The role involves handling day-to-day operations maintaining accurate MIS reports and ensuring excellent service to our clients You will coordinate with clients AMCs insurance companies and internal teams to ensure smooth processing of transactions documentation and follow-ups Key Responsibilities Maintain and update MIS reports on investments client portfolios and transactions Handle client servicing tasks - onboarding documentation queries and follow-ups Coordinate with AMCs insurance partners and back-office platforms for transaction processing Prepare reports and presentations for client review meetings Manage basic compliance and data accuracy across records Requirements Graduate in any discipline Fluent in English - both spoken and written Good knowledge of Excel Word and PowerPoint Comfortable working on financial portals and CRM tools Prior experience in mutual funds insurance wealth management is preferred Skills Desired Strong communication and coordination skills Attention to detail with the ability to manage multiple tasks Client-first approach with a proactive mindset Job Types Full time Permanent Pay 20 000 00 - 30 000 00 per month Benefits Cell phone reimbursement Paid sick time Work Location In person Speak with the employer 91 (phone hidden) Application Deadline 25 08 2025 Expected Start Date 11 08 2025

📌 Operations & Service Manager (New Delhi)
🏢 GOFORSIP FINANCIAL SERVICES
📍 New Delhi