Company Description Milestone Global Moneymart Pvt Ltd is a growing financial services organization focused on delivering accessible, client-centered investment solutions. The company specializes in products such as mutual funds and other wealth management offerings, aiming to help clients achieve their long-term financial goals. Team members are encouraged to bring a strong customer focus, attention to detail, and commitment to ethical financial practices.

Milestone Global Moneymart Pvt

Ltd offers opportunities to build a career in financial services while contributing to a culture of transparency and service excellence.

Experience- 1 year

Immediate joiner only

Role Description The Service Manager–Mutual Fund is a full-time, in office role based in Delhi, India, responsible for overseeing end-to-end client servicing related to mutual fund investments. The role involves managing investor queries, processing transactions (such as purchases, redemptions, switches, and SIP registrations), and ensuring timely and accurate documentation and compliance with regulatory requirements.

The Service

Manager will coordinate with internal teams and external partners, maintain service-level standards, and monitor client accounts to address discrepancies or issues proactively. Daily responsibilities include maintaining detailed records, preparing service reports, supporting sales teams with post-sales service needs,



and continuously improving client service processes. The role also requires building strong client relationships through clear communication, problem resolution, and a consistent focus on service quality

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Qualifications

- Strong knowledge of mutual funds, investment products, and basic financial markets, with the ability to explain concepts clearly to clients.
- Experience in client servicing or operations within financial services, preferably in mutual funds, wealth management, or related domains.
- Proficiency in using MS Office (especially Excel and Word), CRM or client management systems, and transaction/record-keeping tools.
- Excellent communication and interpersonal skills, with the ability to handle client queries, resolve issues, and collaborate with internal and external stakeholders.
- Strong attention to detail, organizational skills, and the ability to manage multiple service requests and deadlines accurately.
- Understanding of regulatory and compliance requirements relevant to mutual funds and retail financial products.
- Ability to work independently on-site in Delhi, India, while contributing effectively to a team-oriented environment.
- Bachelor’s degree in finance, commerce, business, or a related field; relevant certifications in mutual funds or financial planning are an advantage.

📌 Service Manager-Mutual Fund (Delhi)
🏢 Milestone Global Moneymart
📍 Delhi