Company Description mNivesh is among India’s leading mutual fund distributors and ranks among the top five in Delhi. Founded in 2006, the company has grown steadily and now actively manages approximately INR 450–475 Crore of assets under management (AUM) exclusively in mutual funds. mNivesh follows a diversification-focused investment philosophy, offering a wide range of financial products such as stocks, insurance, fixed deposits, bonds, and debentures. The organization supports clients across the globe with consistent service standards, helping them work toward their financial milestones.
Role Description The Service Manager–Mutual Fund will oversee and manage client portfolios, ensure timely execution of mutual fund transactions, and provide end-to-end service support to investors. Responsibilities include onboarding new clients, handling queries, coordinating with fund houses and internal teams, and maintaining accurate records of investments and compliance documentation. The role also involves reviewing portfolio performance, preparing periodic reports,
and guiding clients on operational aspects of their mutual fund investments while collaborating closely with the advisory team. This is a full-time, on-site role based in Delhi, India, requiring regular interaction with clients and support staff to maintain high service standards.
Experience: 1 year
Qualifications
• Candidates should possess strong client service and relationship management skills, including the ability to handle queries, resolve issues, and maintain long-term investor trust.
• Candidates should possess solid mutual fund and financial product knowledge, including understanding of diversification, AUM management, and basic investment concepts.
• Candidates should possess operational and process management skills, such as handling documentation, coordinating transactions, and maintaining accurate records.
• Candidates should possess communication and interpersonal skills, including transparent verbal
📌 Service Manager-Mutual Fund (India)
🏢 mNivesh
📍 India