17 Aug
|
Milestone Global Moneymart
|
Delhi
17 Aug
Milestone Global Moneymart
Delhi
Company Description Milestone Global Moneymart Pvt Ltd is a financial services company focused on providing investment solutions and wealth management offerings to a diverse client base. The organization aims to deliver reliable, transparent, and client-centric services across mutual funds and other financial products. With a commitment to compliance, operational efficiency, and long-term client relationships, Milestone Global Moneymart supports individuals and institutions in meeting their financial goals. The company values integrity, professional growth, and collaborative work, creating an environment where team members can build meaningful careers in the financial sector.
Experience: 2 to 3 years
Role Description The Service Manager–Mutual Funds will oversee end-to-end service delivery for mutual fund clients, ensuring timely and accurate processing of transactions such as purchases, redemptions, switches, and systematic plans. This role will manage client queries, coordinate with internal teams and external fund houses,
and maintain high standards of customer experience and regulatory compliance. The Service Manager will monitor daily operations, service metrics, and documentation, identify process improvements, and support the implementation of best practices in mutual fund servicing. The position involves preparing reports, reconciling data, and supporting audits and internal controls related to mutual fund operations. This is a full time, on-site role based in Delhi, India.
Qualifications
Candidates should possess strong knowledge of mutual fund products, transaction processing, and related regulatory and compliance requirements. Candidates should possess excellent customer service capabilities, including handling client queries, resolving issues, and maintaining professional communication. Candidates should possess solid analytical and numerical skills, including comfort with data reconciliation, reporting, and attention to detail in documentation. Candi
📌 Service Manager-mutual Funds (Delhi)
🏢 Milestone Global Moneymart
📍 Delhi