Service Manager

Sapient Finserv; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Sapient Finserv is seeking a Service Manager to analyze financial data, prepare reports, and provide insights to support strategic decisions. You will identify and onboard new clients, build strong relationships, and assess client needs to recommend mutual fund solutions.

The role requires 2–3 years of experience in financial services, good communication skills, and proficiency with MS Office and CRM systems. Onboarding clients and delivering exceptional service are core objectives.

Qualifications

• Graduate or postgraduate degree in finance or a related field.
• 2–3 years of experience in financial services or mutual funds.
• NISM/AMFI certifications are a plus.
• Strong communication and interpersonal skills.
• Proficiency in MS Office and CRM systems.

Responsibilities

• Identify and onboard new clients through proactive outreach.
• Develop and maintain relationships with existing clients to address investment needs.
• Conduct client needs assessments to align goals with mutual fund products.
• Educate customers on the benefits of the fund products.
• Conduct periodic portfolio reviews to evaluate goals and risk.
• Implement portfolio adjustments and rebalancing to optimize performance.
• Stay updated on market trends, economic developments and regulatory changes.

Skills

Client management

Communication

Financial markets

MS Office

CRM systems

Education

Graduate or Postgraduate degree

Tools

CRM systems

MS Office

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.

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.