Service Manager – Wealth Management

Key Responsibilities:1. Client Servicing & Relationship Management

• Oversee all post-sales client servicing activities for investment and wealth management products.
• Ensure timely resolution of client queries related to account setup, transactions, portfolio updates, and documentation.
• Act as an escalation point for high-value clients and ensure superior service delivery standards.
• Coordinate with Relationship Managers, Advisors, and Operations to ensure end-to-end service excellence.

2. Service Operations Management

• Manage client onboarding, KYC verification, and documentation processes in compliance with regulatory requirements.
• Streamline workflows to improve turnaround times and service efficiency.
• Ensure timely processing of transactions, fund transfers, redemptions, and portfolio reports.
• Implement systems and controls to minimize service errors and enhance accuracy.

3. Process & Quality Control

• Develop and maintain service SOPs aligned with SEBI and internal compliance standards.
• Track service quality metrics (TAT, client satisfaction, issue resolution time) and drive process improvements.
• Conduct periodic audits to ensure operational and regulatory compliance.

4. Team Leadership

• Lead, train, and motivate a team of client service executives.
• Set service targets and monitor team performance through KPIs.
• Foster a culture of client-centricity and accountability across the team.

5. Cross-Functional Coordination

• Collaborate with the Investment, Operations, Compliance, and Technology teams to ensure smooth client experience.
• Provide feedback to product and business teams on client needs and service challenges.
• Support senior management with reports, dashboards, and insights on service performance.

Job Types: Full-time, Permanent

Pay: ₹200,000.00 - ₹300,000.00 per year

Work Location: In person