A premium Wealth AMC is looking for a Service Relationship Manager with solid experience in Mutual Fund order processing through BSE STAR MF and working knowledge of AIF and PMS. The role will involve managing client servicing, transaction processing, documentation, and coordinating with advisors, fund houses, RTAs and internal stakeholders to ensure timely and seamless execution of client requirements.

Job Responsibilities

- Identify potential compliance risks and proactively recommend corrective measures.
- Manage end-to-end Mutual Fund order processing on platforms such as BSE STAR MF, ensuring accuracy and timeliness.
- Support client onboarding by handling KYC, documentation, and compliance requirements.
- Address client service requests, queries, and transaction-related issues promptly.




- Collaborate with Relationship Managers and Advisors to deliver seamless client experience.
- Maintain sound knowledge of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) to support advisory and client needs.
- Coordinate with internal teams, AMCs, custodians, and other stakeholders to ensure operational efficiency.
- Prepare client statements, reports, and presentations as required.

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📌 Customer Experience Manager (Bengaluru)
🏢 Moneylicious Investments And Consulting Services Private
📍 Bengaluru