Dignity Management Pvt Ltd / Dignitywealthforyou
Website:
wealthforyou.in
Job details:
🚀 We’re Hiring: Service Relationship Manager (Wealth Management)
📍 Vasant Kunj, Delhi | Operations / Client Servicing
We’re looking for a detail-oriented professional to handle mutual fund operations and client servicing.
🔹 Key Responsibilities
• Process MF transactions (Purchase, Redemption, SIP/STP/SWP)
• Handle client queries & onboarding (KYC, FATCA, CKYC)
• Work on platforms like BSE Star, NSE NMF, MFU
• Reconciliation, reporting & coordination with AMCs/RTAs
🔹 Requirements
✔️ 1–3 years in MF / wealth operations
✔️ Strong attention to detail & communication skills
✔️ Basic Excel knowledge (VLOOKUP, Pivot)
🎓 Graduate (Commerce/Finance preferred)
📩 Apply at:
harshada@wealthforyou.in CC to : sumit@wealthforyou.in
Subject Line : Resume for Vasant Kunj - Service Manager Role
Click on Apply to know more.