Service Manager

Udaan Towards Independence; Pune District; On-site; INR 500,000 - 900,000; Full time

Job summary

Udaan Towards Independence in Pune seeks a Service Manager to analyze financial data, prepare reports, and provide insights for strategic decisions.

The role involves onboarding new clients, maintaining relationships, assessing needs, and recommending mutual fund solutions, plus educating customers and conducting portfolio reviews. 2–3 years in the field and MS Office/CRM proficiency are required.

Qualifications

• Graduate or postgraduate degree.
• Certifications such as NISM/AMFI are a plus.
• Minimum 2-3 years of experience.
• Strong understanding of financial markets and investment products.
• Effective communication and interpersonal skills.
• Proficiency in MS Office and CRM systems.

Responsibilities

• Identify and On-board new clients through proactive outreach efforts.
• Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives.
• Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions.
• Educate customers on the product benefits.
• Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs.
• Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk.
• Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry

Skills

Client relationships

CRM proficiency

MS Office

Financial markets

Communication skills

Investment products

Education

Graduate/Post graduate

Tools

CRM software

MS Office Suite

Job description

We are seeking a talented Service Manger to join our team. In this role, you will play a key part in analyzing financial data, preparing reports, and providing insights to support strategic decision-making.

Experience

Minimum 2-3 years of experience.

Employment Type

Full Time.

Overview

We are seeking a talented Service Manger to join our team. In this role, you will play a key part in analyzing financial data, preparing reports, and providing insights to support strategic decision-making.

Key Responsibilities

• Identify and On-board new clients through proactive outreach efforts
• Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives.
• Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions.
• Educate customers on the product benefits
• Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs.
• Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk.
• Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry

Qualifications

• Graduate/Post graduate
• Relevant certifications such a NISM/AMFI are a plus
• Minimum 2-3 years of experience
• Strong understanding of financial markets and investment products
• Effective communication and interpersonal skills.
• Results-oriented mindset with a focus on delivering exceptional customer service and driving client satisfaction.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.