Company: WealthVault Research & Analytics Private Limited
Location: Chandigarh | Full time
We are looking for a skilled and responsible Service Manager to oversee client servicing, service operations and team performance across our wealth management and financial services business.
Key Responsibilities
- Manage day-to-day client servicing and operational activities.
- Ensure accurate and timely processing of client transactions.
- Oversee client onboarding, KYC, account opening and documentation.
- Monitor SIP registrations, mandates, rejections and related service issues.
- Coordinate with AMCs, RTAs and financial partners for timely resolution of service requests.
- Handle client queries, feedback and complaints to maintain high service standards.
- Manage and monitor service TATs, pending cases and follow-ups.
- Prepare daily MIS, monthly revenue reports and operational trackers.
- Coordinate with Relationship Managers to improve client experience.
- Lead the service team, allocate responsibilities and monitor performance.
- Conduct fortnightly service reviews and ensure process compliance.
- Maintain accurate records, service manuals and documentation.
Required Skills
- Strong knowledge of mutual funds and financial services.
- Client servicing and relationship management.
- Team management and leadership.
- MIS reporting and Excel proficiency.
- Strong communication and problem-solving skills.
- Knowledge of SIP, KYC and transaction processing.
Preferred Experience
Experience in wealth management, mutual fund operations, financial services or client servicing will be preferred.
Salary: ₹3LPA – ₹6LPA (as per experience and suitability).
? Location: Chandigarh
? Employment Type: Full-time
Interested candidates can share their updated resumes or apply directly.