Service Manager

Role & responsibilities

Client Servicing

• Handle day-to-day queries and service requests from clients.
• Maintain strong and professional relationships with existing clients.
• Assist clients with Mutual Fund, Insurance, and Stock-related documentation and processes.
• Follow up on pending transactions, applications, KYC, statements, claims, and other service-related requirements.
• Ensure timely resolution of client issues by coordinating with AMCs, insurance companies, brokers, and internal teams.

Basic Sales Responsibilities

• Identify basic cross-selling and upselling opportunities among existing clients.
• Explain suitable Mutual Fund, Insurance, and investment products to clients as per company guidelines.
• Generate leads through client follow-ups and references.
• Support the sales team in achieving business targets.
• Follow up with prospective clients and assist in converting leads.

Operations & Coordination

• Maintain accurate client records and transaction details.
• Coordinate with internal operations and investment teams for smooth execution of transactions.
• Ensure proper documentation and compliance with company processes.
• Prepare basic reports related to client servicing, sales follow-ups, and pending activities.