Service manager-mutual funds
Milestone Global Moneymart Pvt Ltd · Delhi, India
Job Description
Company Description Milestone Global Moneymart Pvt Ltd is a financial services company focused on providing investment solutions and wealth management offerings to a diverse client base. The organization aims to deliver reliable, transparent, and client-centric services across mutual funds and other financial products. With a commitment to compliance, operational efficiency, and long-term client relationships, Milestone Global Moneymart supports individuals and institutions in meeting their financial goals. The company values integrity, professional growth, and collaborative work, creating an environment where team members can build meaningful careers in the financial sector.
Experience: 2 to 3 years
Role Description The Service Manager–Mutual Funds will oversee end-to-end service delivery for mutual fund clients, ensuring timely and accurate processing of transactions such as purchases, redemptions, switches, and systematic plans. This role will manage client queries, coordinate with internal teams and external fund houses, and maintain high standards of customer experience and regulatory compliance. The Service Manager will monitor daily operations, service metrics, and documentation, identify process improvements, and support the implementation of best practices in mutual fund servicing. The position involves preparing reports, reconciling data, and supporting audits and internal controls related to mutual fund operations. This is a full-time, on-site role based in Delhi, India.
Qualifications
Candidates should possess strong knowledge of mutual fund products, transaction processing, and related regulatory and compliance requirements. Candidates should possess excellent customer service capabilities, including handling client queries, resolving issues, and maintaining professional communication. Candidates should possess solid analytical and numerical skills, including comfort with data reconciliation, reporting, and attention to detail in documentation. Candidates should possess effective organisational and time management skills to manage multiple client requests, deadlines, and operational tasks. Candidates should possess strong verbal and written communication skills and the ability to collaborate with cross-functional teams and external stakeholders. Candidates should possess proficiency with office productivity tools (such as spreadsheets and financial software) and an aptitude to learn new systems quickly. A bachelor's degree in finance, commerce, business, or a related field is preferred; prior experience in mutual fund operations, banking, or financial services is highly beneficial. Candidates should possess a client-focused mindset, ethical work practices, and the ability to work independently while contributing to a team-oriented environment.Details
| Company | Milestone Global Moneymart Pvt Ltd |
| Location | Delhi, India |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |