Company Description mNivesh is among the leading mutual fund distributors in India, consistently ranking within the top five in Delhi. Established in 2006, the company has built a strong track record in wealth management and diversified financial products. In addition to mutual funds, mNivesh offers a broad range of investment options, including stocks, insurance, fixed deposits, bonds, and debentures.

The team actively manages approximately INR 450–475 crore of assets under management (AUM) in mutual funds. mNivesh serves clients across geographies with a consistent service experience, helping them work toward their financial milestones.

Role Description The Service Manager – Mutual Fund will oversee end-to-end client servicing for mutual fund investors, ensuring timely and accurate resolution of queries and requests. This full-time, in office role is based in Delhi, India and involves coordinating account opening, transaction processing, portfolio updates, and documentation with internal teams and external partners. The individual will maintain ongoing communication with clients, provide updates on investments, assist with portfolio reviews, and support the implementation of recommended changes.

The role includes monitoring service quality, tracking service metrics, ensuring regulatory and process compliance, and maintaining detailed records of client interactions.

The Service





Manager will also collaborate with sales and advisory teams to deliver a seamless client experience and support retention and growth of AUM.

Qualifications

- Strong client servicing and relationship management skills, with the ability to handle queries and concerns in a professional and solution-oriented manner.
- Solid knowledge of mutual funds and investment products, including basic understanding of asset allocation, risk profiles, and regulatory guidelines.
- Proficiency in documentation, data entry, and record-keeping, with attention to detail and accuracy in handling client and transaction information.
- Capability to coordinate with internal teams and external partners, manage workflows, and monitor service delivery timelines.
- Effective communication skills in English and Hindi, both written and verbal, with the ability to explain financial information clearly.
- Comfort with technology, including MS Office tools, CRM or portfolio management systems, and online transaction platforms.
- Organizational and time-management skills, with the ability to prioritize multiple client requests and meet deadlines.
- Bachelor’s degree in finance, commerce, business, or a related field; relevant certifications in mutual funds or financial services (e.g., NISM Mutual Fund Distributor) are an advantage.
- Prior experience in mutual fund operations, client servicing, or financial services will be beneficial.

📌 Service manager- mutual fund (Delhi)
🏢 mNivesh
📍 Delhi