About Us

nUnien is a premier wealth and asset management group serving high-net-worth and ultra-highnet-

nworth families across India. As we scale our Wealth Management division, we are building a

nhandpicked team of future stars — the next generation of leaders in the wealth industry.

nn The Chance

nWe are seeking a highly motivated, proactive and detail-oriented Service Manager to join our

nteam. This role involves extensive engagement with both prospective and existing clients across

ntheir onboarding, servicing, and portfolio-related requirements.

nnThe position requires significant client interaction and active involvement across all aspects of

nclient servicing, operational support, and trade execution. This is a position which focuses on

nbuilding meaningful client relationships while delivering best-in-class service and operational

nexcellence.

nn Location: Bengaluru

n Experience: 3–5 years, with a working understanding of Client Service & reporting

nfor wealth & financial services

n Function: Wealth Management / Advisory – Client Service & Operations

nn What You'll Do

n• Manage Client onboarding and account maintenance for both new and existing clients in

nline with regulatory and organizational policies.

n• Collect and validate account-specific documentation and financial information to ensure

ncompliance requirements are met.

n• Act as the primary point of contact between clients, Banks, AMCs and Product

nManufacturers (AIFs, PMS providers etc.)

n• Provide operational support across a broad suite of financial products and applications.

n• Handle Transactions, Operations and other support activities, including trade

nplacement, confirmation, settlement tracking, and reconciliation across mutual funds,

nAIFs and PMS and other investments.

n• Oversee administrative and transactional activities including money transfers, tax

nreporting, portfolio review preparation and resolution of client queries.

n• Build long-term,



trust-based relationships that go beyond transactions via supporting

nWealth Managers & leaders by ensuring seamless coordination and contributing to

nclient meetings as required.

nn What We're Looking For

n Profile

n• 3–5 years of professional & proven experience, ideally with early exposure to wealth

nmanagement, private banking, financial services, or a closely related field

n• Strong operational skills with sound understanding of Banking, Mutual Funds, Capital

nMarkets and other financial products.

n• Proficiency in Microsoft Excel, Word & Power Point, other reporting systems and

ntransaction platforms in the industry.

n• Bachelor’s or Master’s degree, in Marketing, Finance or related discipline from a

nreputed University.

n• Based in, or open to relocating to, Mumbai, Delhi NCR, Bengaluru, Chennai, Hyderabad, or

nKolkata. Location flexibility may be required.

nn Traits We Value

n• Integrity — non-negotiable, in every client interaction and service coordination.

n• Genuine passion to be part of our client’s wealth management and building bespoke client

nsolutions.

n• Highly organized individual, with an ability to excel in fast-paced environment.

n• Enthusiasm and a super-eager, coachable attitude toward learning

n• Strong problem-solving skills, with a passion for streamlining and bringing order to complex

nprocesses.

nn Why Join Us

n• Direct access to senior partners, industry specialists, and academic experts as mentors

n• Active firm support in building your career from day one of client-facing work

n• A clear runway to grow into a senior service personnel within the firm to grow into other roles

n• A high-performance peer group of fellow future stars, hired and trained together

nn How to Apply

nShare your updated resume at [email protected] with the subject line "Service Manager – Client

n Service Excellence” Add a note, not exceeding 300 words, covering - why you are keen and what

nwill make you click, in this role.

nn We are an equal opportunity employer and evaluate candidates on merit, skills, and potential.

📌 Service Manager - Client Service Excellence (Bengaluru)
🏢 UnienFin Wealth
📍 Bengaluru