Role & responsibilities

- Be a reliable point of contact for clients, handling requests with speed, discretion and a personal touch

- Own client requests end to end, from onboarding to resolution of every later query

- Process transactions and service requests across mutual funds, PMS, AIF, NPS and insurance: investments, redemptions, SIPs, switches, KYC, bank and nominee updates, and transmission cases

- Coordinate with fund houses, registrars, banks and platform partners

- Keep client records accurate, confidential and audit-ready

- Stay in regular touch with clients through check-ins, milestone greetings and timely updates

- Spot life events and family financial needs (maturity, property sale, child's education) and flag them to the team

- Help prepare yearly client reviews and events with the right data





- Share client feedback and suggest process improvements

Preferred candidate profile

- 4+ years in client servicing, operations or back-office roles with HNI/UHNI or premium clients (not open to freshers)

- Experience handling documentation and service requests for high-value clients, with a record of closing requests accurately and on time

- Strong attention to detail

- Transparent, polite and confident communication with demanding clients

- Comfortable with Excel, CRMs (Zoho) and online platforms, and open to AI-assisted workflows

- Ownership mindset and curiosity about personal finance and investing

- No wealth operations background needed

📌 Client Service Manager (FundsIndia IFA) (Mumbai)
🏢 Wealth India Financial Services
📍 Mumbai