mNivesh
Website:
niveshonline.com
Job details:
Company Description mNivesh is among the leading distributors of mutual funds across India and consistently ranks in the top five in Delhi. Founded in 2006, the company has grown steadily by focusing on diversified investment solutions tailored to a wide range of client needs. In addition to mutual funds, mNivesh offers access to products such as stocks, insurance, fixed deposits, bonds, and debentures. The firm currently manages approximately 450–475 crore of assets under management (AUM) in mutual funds. mNivesh serves clients across the globe with consistent service standards, helping them achieve their financial milestones.
Role Description The Service Manager Mutual Fund role is a full-time, on-site position based in Rohini. In this role, the Service Manager will oversee end-to-end client servicing for mutual fund investors, including handling queries, processing transactions, and coordinating account-related documentation. The role involves monitoring client portfolios, ensuring accurate and timely execution of switches, redemptions, SIP registrations, and other service requests. The Service Manager will maintain strong communication with clients, distributors, and internal teams to provide clear updates, resolve issues, and support financial planning discussions. This position also includes maintaining compliance with regulatory requirements, updating records and reports, and contributing to process improvements that enhance the client experience.
Qualifications
- Strong client servicing and relationship management skills, with the ability to handle queries, follow up on requests, and maintain high service standards.
- Knowledge of mutual funds, capital markets, and basic financial planning concepts, including SIPs, redemptions, switches, and portfolio review.
- Proficiency in MS Office (especially Excel), CRM or back-office systems, and accurate data entry and documentation practices.
- Attention to detail, time management, and organizational skills to manage multiple service requests and meet deadlines.
- Clear written and verbal communication skills in English and Hindi, with a professional and client-focused approach.
- Ability to work collaboratively with sales, operations, and compliance teams, and to adapt to process changes and new technologies.
- Bachelor’s degree in Finance, Commerce, Business Administration, or a related field; NISM Mutual Fund Distributor certification or similar qualification is an advantage.
- Prior experience in mutual fund operations, client servicing, or financial services support roles will be considered beneficial.
Click on Apply to know more.
