PUNE · FULLTIME
Customer Service Manager
AM
aksha moneyworks4u
Pune · onsite · Posted 11d ago
Sourced from
Not disclosed2–5 yrsfulltimePune
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Section · 01
About this role
Job Description
Client Service Manager (CSM)
Company: Aksha Moneyworks4u Pvt. Ltd.
About the Role
We are looking for a proactive and detail-oriented Client Service Manager (CSM) to manage day-to-day Mutual Fund transactions and coordinate with AMCs, CAMS, NSE and portfolio software vendors.
Key Responsibilities
Execute and monitor daily Mutual Fund transactions through NSE & CAMS.
Handle purchase, redemption, switch, SIP/STP/SWP and related transactions.
Coordinate with AMCs for transaction and service-related queries.
Liaise with portfolio software vendors for data updates, issues and system support.
Ensure accurate portfolio data and timely reconciliation.
Coordinate with Relationship Managers and internal teams for smooth client servicing.
Prepare basic daily MIS and track pending transactions/issues.
Ensure timely closure of operational queries and maintain proper documentation.
What We're Looking For
2–5 years of experience in Mutual Fund Operations / Wealth Management / Client Servicing.
Good understanding of MF transactions and AMC processes.
Experience with NSE, CAMS and portfolio management software preferred.
Strong attention to detail, follow-up and coordination skills.
Good communication and Excel skills.
Ability to take ownership and work independently.
Join Aksha Moneyworks4u and be part of a professional, client-centric wealth management team .
Client Service Manager (CSM)
Company: Aksha Moneyworks4u Pvt. Ltd.
About the Role
We are looking for a proactive and detail-oriented Client Service Manager (CSM) to manage day-to-day Mutual Fund transactions and coordinate with AMCs, CAMS, NSE and portfolio software vendors.
Key Responsibilities
Execute and monitor daily Mutual Fund transactions through NSE & CAMS.
Handle purchase, redemption, switch, SIP/STP/SWP and related transactions.
Coordinate with AMCs for transaction and service-related queries.
Liaise with portfolio software vendors for data updates, issues and system support.
Ensure accurate portfolio data and timely reconciliation.
Coordinate with Relationship Managers and internal teams for smooth client servicing.
Prepare basic daily MIS and track pending transactions/issues.
Ensure timely closure of operational queries and maintain proper documentation.
What We're Looking For
2–5 years of experience in Mutual Fund Operations / Wealth Management / Client Servicing.
Good understanding of MF transactions and AMC processes.
Experience with NSE, CAMS and portfolio management software preferred.
Strong attention to detail, follow-up and coordination skills.
Good communication and Excel skills.
Ability to take ownership and work independently.
Join Aksha Moneyworks4u and be part of a professional, client-centric wealth management team .
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Section · 02
Skills
NSEPortfolio management softwareMutual Fund Transactionscamsexcel