Hiring: Service Executive – Front Office & Back Office

Location: Mumbai

Experience: [1–3 Years]

Salary: ₹20,000 – ₹25,000 per month + Incentives

Qualification: Graduate (Commerce background preferred)

About the Role

We are hiring a Service Executive for a growing financial services firm specializing in wealth management, mutual funds, and insurance services.

This role is ideal for someone who enjoys interacting with clients, managing financial documentation, handling service requests, and ensuring smooth day-to-day operations. You will be responsible for both front-office client servicing and back-office transaction support.

Key Responsibilities

- Handle client queries through phone calls, WhatsApp, email, and in-person interactions.
- Assist with mutual fund and investment-related service requests, including SIPs, redemptions, switches, and investment transactions.
- Support KYC processes, nominee changes, bank detail updates, and client documentation.
- Assist with insurance policy servicing, renewals, and documentation.
- Maintain accurate client records and ensure confidentiality of financial information.
- Coordinate with mutual fund houses, registrars, insurance providers, and internal teams.
- Track client requests and follow up until successful closure.
- Schedule client meetings, portfolio reviews, and follow-up calls with the advisor.

Candidate Requirements

- Graduate in Commerce or a related field.
- 1–3 years of experience in client servicing, financial services operations, banking operations,



front office, back office, or executive assistance.
- Good verbal communication skills in English, Hindi, and Marathi.
- Ability to read and write in English and Hindi.
- Basic computer knowledge, including email, MS Office, and WhatsApp.
- Strong attention to detail and the ability to manage client documents accurately.
- A responsible, organized, and client-focused approach to work.
- Candidates residing within 8–9 km of the office will be preferred.

Preferred Experience Candidates with experience in any of the following areas will be given preference:

- Mutual Fund Operations
- Banking or Financial Services
- Investment Operations and KYC
- Insurance Servicing
- Client Relationship Management
- Front Office / Back Office Operations

What we offer

- Salary of ₹20,000–₹25,000 per month, plus performance-based incentives.
- Structured on-the-job training in wealth management operations.
- Guidance and support for NISM certification preparation.
- Chance to manage your own portfolio of client relationships.
- A long-term career growth path from Service Executive to Service RM, Associate, Senior Associate, Principal, and Partner.

Interview Process Two rounds of interviews: Technical and Personal.

Interested candidates: Please share your updated resume along with your current location, relevant experience, current CTC, expected CTC, and notice period.

Apply only if your experience and language skills match the requirements.

📌 Service Executive (Client Operations) (Mumbai)
🏢 Solvimate
📍 Mumbai