About UsUnien is a premier wealth and asset management group serving high-net-worth and ultra-highnet-worth families across India. As we scale our Wealth Management division, we are building ahandpicked team of future stars — the next generation of leaders in the wealth industry.The OpportunityWe are seeking a highly motivated, proactive and detail-oriented Service Manager to join ourteam. This role involves extensive engagement with both prospective and existing clients acrosstheir onboarding, servicing, and portfolio-related requirements.The position requires significant client interaction and active involvement across all aspects ofclient servicing, operational support, and trade execution. This is a position which focuses onbuilding meaningful client relationships while delivering best-in-class service and operationalexcellence.Location: BengaluruExperience: 3–5 years, with a working understanding of Client Service & reportingfor wealth & financial servicesFunction: Wealth Management / Advisory – Client Service & OperationsWhat You'll Do• Manage Client onboarding and account maintenance for both new and existing clients inline with regulatory and organizational policies.• Collect and validate account-specific documentation and financial information to ensurecompliance requirements are met.• Act as the primary point of contact between clients, Banks, AMCs and ProductManufacturers (AIFs, PMS providers etc.)• Provide operational support across a broad suite of financial products and applications.• Handle Transactions, Operations and other support activities, including tradeplacement, confirmation, settlement tracking, and reconciliation across mutual funds,AIFs and PMS and other investments.• Oversee administrative and transactional activities including money transfers, taxreporting, portfolio review preparation and resolution of client queries.• Build long-term,



trust-based relationships that go beyond transactions via supportingWealth Managers & leaders by ensuring seamless coordination and contributing toclient meetings as required.What We're Looking ForProfile• 3–5 years of professional & proven experience, ideally with early exposure to wealthmanagement, private banking, financial services, or a closely related field• Strong operational skills with sound understanding of Banking, Mutual Funds, CapitalMarkets and other financial products.• Proficiency in Microsoft Excel, Word & Power Point, other reporting systems andtransaction platforms in the industry.• Bachelor’s or Master’s degree, in Marketing, Finance or related discipline from areputed University.• Based in, or open to relocating to, Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, orKolkata. Location flexibility may be required.Traits We Value• Integrity — non-negotiable, in every client interaction and service coordination.• Genuine passion to be part of our client’s wealth management and building bespoke clientsolutions.• Highly organized individual, with an ability to excel in quick-paced environment.• Enthusiasm and a super-eager, coachable attitude toward learning• Strong problem-solving skills, with a passion for streamlining and bringing order to complexprocesses.Why Join Us• Direct access to senior partners, industry specialists, and academic experts as mentors• Active firm support in building your career from day one of client-facing work• A clear runway to grow into a senior service personnel within the firm to grow into other roles• A high-performance peer group of fellow future stars, hired and trained togetherHow to ApplyShare your updated resume at [email protected] with the subject line "Service Manager – ClientService Excellence” Add a note, not exceeding 300 words, covering - why you are keen and whatwill make you click, in this role.We are an equal opportunity employer and evaluate candidates on merit, skills, and potential.

📌 Service Manager – Client Service Excellence (Vasanth Nagar)
🏢 UnienFin Wealth
📍 Vasanth Nagar