Service Manager

Sapientfinserv; Pune District; On-site; INR 500,000 - 800,000; Full time

Job summary

Sapientfinserv in Pune, Maharashtra is looking for a talented Service Manager to enhance our client service operations. In this role, you will analyze financial data and prepare reports to support strategic decision-making.

Your responsibilities will include onboarding new clients, conducting assessments of their needs, and recommending suitable financial products. A strong understanding of the financial markets and effective communication skills are essential.

Qualifications

• Minimum 2-3 years of experience in financial services.
• Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong understanding of investment products.

Responsibilities

• Identify and onboard new clients through proactive outreach.
• Conduct detailed client needs assessments to recommend products.
• Educate customers on mutual fund product benefits.

Skills

Financial markets understanding

Client relationship management

Effective communication

Microsoft Office Suite proficiency

Education

Graduate/Post graduate

Relevant certifications (NISM/AMFI)

Tools

CRM systems

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.