Service Manager - UHNI Wealth (Mumbai) We are seeking an experienced and detail-oriented Service Manager to oversee client account management, transaction processing, and client service requests. The ideal candidate will possess strong knowledge of financial products, regulatory guidelines and a commitment to customer satisfaction. Sales will NOT be required in this role. Key Responsibilities: 1. Client Account Management & Service: - Process and manage account openings, transaction processing, and other client service requests to ensure seamless operations. - Oversee all client services to ensure high levels of customer satisfaction and prompt resolution of inquiries. 2. Portfolio & Product Knowledge: - Maintain and update client portfolios, ensuring accuracy and alignment with their investment objectives. - Demonstrate in-depth knowledge of Mutual Funds, PMS, AIFs, and relevant product offerings from both an operational and product perspective. 3. Compliance & Regulatory Adherence: - Ensure adherence to all regulatory requirements and compliance procedures, including KYC guidelines and industry regulations. - Maintain all audit-related logs and ensure complete documentation for audit trails and compliance purposes. 4. Client Relationship Management: - Develop and maintain strong relationships with financial intermediaries and clients, fostering long-term partnerships and trust. 5. Industry Awareness & Product Development: - Stay up-to-date with industry trends, new product offerings, and regulatory changes, ensuring that the service approach is aligned with market developments. 6. Technical Proficiency: - Utilize Excel and PowerPoint for data analysis, reporting, and presentations to clients and internal stakeholders. 7. Certifications: - Possession of relevant certifications such as NISM & AMFI is a plus. Other Requirements: - Must have at-least 4 years experience in the Service Role (preferably with a bank) - Excellent communication skills (Written & Verbal) - AMFI / NISM Certification Note: Shortlisted Candidates will be contacted directly by the HR Team

Mumbai

Wodehouse - Wealth Service Manager - UHNI 

Job Description for Wodehouse - Wealth Service Manager - UHNI  in Wodehouse Capital Advisors in  Mumbai for (4-8) years of experience. Apply Now!