Company Description mNivesh is a leading mutual fund distributor in India, consistently ranked among the top performers nationwide and within the top five in Delhi. Established in 2006, the company has grown steadily, actively managing approximately 450–475 Crore in mutual fund assets under management (AUM). mNivesh offers a diversified range of investment products including mutual funds, stocks, insurance, fixed deposits, bonds, and debentures to support comprehensive financial planning. The organization is committed to providing consistent, high-quality service to clients across the globe, helping them achieve their financial milestones through tailored investment solutions.

Role Description The Service Manager – Operations in Mutual Funds will oversee end-to-end operational workflows related to mutual fund transactions and client servicing in a full-time, in office role based in Delhi, India.

Responsibilities include managing account opening and maintenance, processing investments, redemptions, and switches, and ensuring accurate documentation and timely execution of all transactions. The role involves coordinating with registrars, AMCs, internal teams, and distribution partners to resolve queries, reconcile data, and maintain smooth operational processes.

The Service

Manager will monitor compliance with regulatory and internal policies, maintain high standards of service quality,



and implement process improvements to enhance efficiency and client experience. This position also requires regular reporting on operational metrics, handling escalations, and supporting the sales and advisory teams with operational insights.

Qualifications

- Strong knowledge of mutual fund operations, including transaction processing, compliance requirements, and back-office workflows.
- Experience in financial services or wealth management operations, preferably in mutual fund distribution or related domains.
- Proficiency in using MS Excel, financial platforms, and CRM or back-office systems for data management and reporting.
- Excellent organizational, analytical, and problem-solving abilities to manage multiple tasks and resolve operational issues promptly.
- Effective communication and interpersonal skills for coordinating with clients, internal teams, and external partners.
- Attention to detail and a high level of accuracy in documentation, reconciliation, and record-keeping.
- Ability to work on-site in Delhi, India, in a fast-paced environment and collaborate with cross-functional teams.
- Bachelor’s degree in Finance, Commerce, Business Administration, or a related field; relevant certifications in mutual funds or investments (such as NISM) are an advantage.

📌 Service Manager-Operation in Mutual Fund (Delhi)
🏢 mNivesh
📍 Delhi