Company Description: FINCREED WEALTH LLP is an AMFI-registered mutual fund distributor (ARN 167478) based in Bengaluru, focused on personalised wealth management solutions. The firm follows a structured three-step approach that spans Wealth Creation, Wealth Preservation, and Intergenerational Transfer, aiming to support clients across their entire financial lifecycle. Built on a foundation of integrity and careful listening, FINCREED WEALTH LLP prioritizes long-term relationships and responsible guidance.

Role Description The Service Manager will be responsible for overseeing end-to-end client servicing and operational support for wealth management and mutual fund distribution activities. This full-time, on-site role, based in Bengaluru, involves coordinating account setup, transaction processing, documentation, and KYC compliance while ensuring accurate, timely handling of client requests.

The Service

Manager will respond to client queries, provide portfolio-related information, and liaise with product partners, registrars, and internal teams to resolve service issues. The role includes maintaining service quality standards, monitoring workflow and turnaround times, updating client records and dashboards, and supporting periodic reviews and reporting.

The Service

Manager will also identify opportunities to improve service processes, support relationship managers, and contribute to a client-centric, compliant, and efficient operations environment.

Qualifications

- 6–7 years of experience in Asset Management Company (AMC) operations,



mutual fund servicing, client relationship management, or related functions.
- 2 years of banking experience, with an understanding of banking operations, financial products, customer service, and regulatory procedures.
- Strong knowledge of mutual fund products, wealth management services, transaction processing, client documentation, and KYC compliance.
- Proven ability to manage client queries, coordinate with distributors, registrars, product partners, and internal teams, and ensure timely resolution of service requests.
- Valuable understanding of regulatory and compliance requirements applicable to banking and mutual fund operations, including relevant SEBI, AMFI, and KYC guidelines.
- Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint, and experience using CRM, transaction processing, or portfolio management systems.
- Strong analytical, problem-solving, and organisational skills, with a high level of accuracy and attention to detail.
- Ability to monitor service standards, manage operational workflows, maintain accurate client records, and support periodic reporting and process improvements.
- Excellent communication, interpersonal, and stakeholder management skills, with the ability to work independently and collaboratively.
- A bachelor’s degree in Finance, Commerce, Business Administration, or a related discipline is preferred. Relevant mutual fund or wealth management certifications would be an added advantage.

📌 Service Manager (Bengaluru)
🏢 FINCREED WEALTH LLP , AMFI REGISTERED MUTUAL FUND DISTRIBUTOR, ARN 167478
📍 Bengaluru