Service Manager

Unienfin Wealth; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Unienfin Wealth is seeking a proactive Service Manager to build meaningful client relationships while delivering best-in-class service and operational excellence. This role involves extensive engagement with both prospective and existing clients across their onboarding, servicing, and portfolio-related requirements.

You will lead full-cycle onboarding, coordinate with banks, AMCs, and product manufacturers, and support a variety of products and reporting platforms with a focus on accuracy and

Qualifications

• Bachelors or Masters degree in Marketing / Finance from a reputed university.
• 2 - 6 years of experience in Wealth Management or Private Banking.
• Strong operational understanding of Banking and Mutual Fund processes.
• Proficiency in Excel, PowerPoint, reporting tools, and transaction platforms.
• Highly organized, detail-oriented, and comfortable in a fast-moving environment.
• Ability to simplify complex processes and problem statements

Responsibilities

• Lead full-cycle client onboarding and ongoing account maintenance, ensuring all documentation and data collection are accurate and compliant with regulatory and internal standards.
• Liaise directly with clients, Banks, AMCs, and Product Manufacturers (AIFs, PMS providers, etc.).
• Support a wide range of products, platforms, and reporting systems. Manage day-to-day operational and administrative activities including fund transfers, tax reports, account maintenance, portfolio review preparation, and ad-hoc client requests.
• Support Private Bankers and participate in client discussions as required

Skills

Operational understanding

Detail-oriented

Organized

Problem solving

Education

Marketing/Finance degree

Tools

Excel

PowerPoint

Reporting tools

Transaction platforms

Job description

We are seeking a proactive Service Manager who can build meaningful client relationships while delivering best-in-class service and operational excellence. This role involves extensive engagement with both prospective and existing clients across their onboarding, servicing, and portfolio-related requirements.

What You'll Do

• Lead full-cycle client onboarding and ongoing account maintenance, ensuring all documentation and data collection are accurate and compliant with regulatory and internal standards.
• Liaise directly with clients, Banks, AMCs, and Product Manufacturers (AIFs, PMS providers, etc.).
• Support a wide range of products, platforms, and reporting systems
  Manage day-to-day operational and administrative activities including fund transfers, tax reports, account maintenance, portfolio review preparation, and ad-hoc client requests.
• Support Private Bankers and participate in client discussions as required

What We're Looking For

• Bachelors or Masters degree in Marketing / Finance from a reputed university.
• 2 - 6 years of experience in Wealth Management or Private Banking.
• Strong operational understanding of Banking and Mutual Fund processes.
• Proficiency in Excel, PowerPoint, reporting tools, and transaction platforms.
• Highly organized, detail-oriented, and comfortable in a fast-moving environment.
• Ability to simplify complex processes and problem statements