Ploutus Asset Services LLP
Website:
ploutus.in
Job details:
Ploutus Asset Services LLP
Wealth Management | Financial Advisory | SEBI Registered Investment Adviser
Client Services Manager
📍 Chennai, India | 🕐 Full-Time | Experience: 3–7 Years
About Ploutus Asset Services LLP
Ploutus Asset Services LLP is a boutique wealth management firm dedicated to delivering tailored financial advisory solutions to individuals and small & medium sized firms. We believe in building long-term, trust-driven relationships with our clients, underpinned by disciplined investment practices and exceptional service standards.
About the Role
We are looking for a proactive and client-focused Client Services Manager to join our growing team. In this role, you will serve as a key point of contact for our clients, overseeing the full spectrum of wealth management operations — from onboarding and KYC to transaction execution and ongoing portfolio servicing. You will also lead and mentor a junior executive responsible for day-to-day mutual fund transactions on the NSE Invest platform.
Key Responsibilities
• Serve as the primary client interface for onboarding, KYC completion, and ongoing relationship management
• Oversee and manage mutual fund transactions (purchases, redemptions, switches) executed on the NSE Invest platform
• Supervise and guide a junior executive handling day-to-day transaction processing, ensuring accuracy and timeliness
• Liaise with AMCs, fund houses, and other principals to resolve operational issues and escalations
• Ensure all client documentation and compliance requirements are met in accordance with SEBI and regulatory guidelines
• Coordinate with the advisory team to execute client investment instructions and portfolio rebalancing
• Monitor client portfolios and proactively flag any service or operational concerns
• Contribute to process improvements and help build scalable operations for the wealth management business
Who We Are Looking For
• 3–7 years of experience in wealth management, financial services, or a related client-facing operations role
• Familiarity with mutual fund operations, KYC/AML processes, and platforms such as NSE Invest, CAMS, KfinTech & MFU would be an added advantage
• Strong interpersonal skills with the ability to manage HNI client relationships with discretion and professionalism
• Hands-on experience with SEBI-regulated processes and AMC coordination
• Ability to manage and mentor junior team members effectively
• NISM-certified or willing to certify
• Detail-oriented with strong organizational and follow-through skills
What We Offer
• A high-trust, client-first work culture at a growing boutique wealth firm
• Direct exposure to senior leadership and HNI/UHNI client relationships
• Competitive compensation commensurate with experience
• Opportunities for professional growth as the firm scales
How to Apply
Interested candidates may send their resume to ganesh@ploutus.in with the subject line:
Application – Client Services Manager
Learn more about us at www.ploutus.in
Ploutus Asset Services LLP | ganesh@ploutus.in | www.ploutus.in
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