About the Opportunity

Himmel AI is hiring on behalf of its client, SSGG Invest, a growing boutique wealth advisory firm serving HNI and UHNI clients.

We are looking for a proactive and customer-focused Client Service Manager / Service Relationship Manager to manage premium client relationships, coordinate service requests, and ensure seamless client experiences.

Key Responsibilities
Manage relationships with a portfolio of HNI/UHNI clients.
Handle client onboarding, documentation, queries, and service requests.
Coordinate KYC, investment transactions, redemptions, SIPs, and account updates.
Maintain regular communication and provide timely client updates.
Support client reviews and identify potential referral opportunities.
Ensure accuracy, confidentiality, and timely resolution of client requests.

Required Qualifications & Experience
1–6 years of experience in client servicing, operations, or back-office roles.
Hands-on experience handling HNI/UHNI or premium client documentation.




Excellent verbal and written communication skills.
Robust attention to detail and problem-solving abilities.
Proficiency in MS Excel, CRMs, and online platforms.
Interest in personal finance and investment services.

Preferred Industry Background
Banking and Priority Banking
Wealth Management
Home Loan / LAP / LAS Operations
Insurance Servicing
Mutual Fund / IFA Back Office
Luxury Real Estate CRM
Private Banking and Brokerage Firms

What Makes This Opportunity Attractive
Structured training and qualified mentoring.
Support for NISM certifications.
Chance to develop expertise in wealth management.
Long-term career progression:

Service RM → Associate → Senior Associate → Principal → Partner.

Location: Durgapura, Tonk Road, Jaipur

Experience: 1–6 Years

Qualification: Graduate / Postgraduate in any discipline

Interested candidates are welcome to apply!

📌 Client Service Manager / Service Relationship Manager Jaipur
🏢 himmel ai
📍 Jaipur