Service Manager

About the Company

Element One Alternatives is India's leading alternative investment funds with focus on curating Institutional Grade Investment Strategies for investors. 

Role Overview

The Service Manager will be the primary interface between the firm and its direct investors, ensuring a seamless and professional client servicing experience. This role is responsible for managing end-to-end client interactions—from onboarding and documentation to ongoing servicing, reporting, and query resolution—without intermediary relationship managers.

Key Responsibilities

● Serve as the first point of contact for all client communication—email, phone, or portal-based queries.

● Manage end-to-end client onboarding, including KYC, regulatory documentation, account setup, and investor education.

● Ensure timely execution and confirmation of transactions such as subscriptions, redemptions, and transfers.

● Deliver periodic investment reports, statements, and regulatory communications directly to investors.

● Proactively monitor service levels and client satisfaction, addressing queries and feedback with a solutions-oriented mindset.

● Maintain and update accurate client records in CRM and transaction systems, ensuring data integrity and compliance.

● Ensure full adherence to regulatory norms (SEBI, KYC/AML) and internal compliance protocols in all client interactions.

● Coordinate with internal operations, fund management, and technology teams to resolve client issues quickly and effectively.

● Support digital initiatives to enhance client self-service, reporting, and onboarding experiences.

● Assist in compiling client service metrics and operational insights for internal reviews and audits.

Qualifications & Experience

● Graduate/Post-Graduate in Finance, Commerce, or related field.

● 2 years plus of experience in client servicing or investor support, preferably in Asset Management, Mutual Funds, PMS, or AIFs.

● Experience working in a direct-to-client model is highly desirable.

● Familiarity with CRM platforms, investment portals, and digital servicing tools.

Skills & Competencies

● Excellent verbal and written communication skills.

● Empathetic, responsive, and client-centric approach to service delivery.

● Ability to multitask and prioritize in a fast-paced environment.

● Strong problem-solving skills and attention to detail.

● Tech-savvy and comfortable working with online platforms and reporting tools.

What We Offer

● Competitive Compensation 

● Learning, autonomy, and growth in a flat organizational structure

● A client-focused and digital-first work culture.

● Opportunity to directly impact investor satisfaction and retention.

● Cross-functional exposure in a high-growth investment firm.

Location: Gurgaon, India

Department: Client Services / Operations

Reporting To: COO

Employment Type: Full-Time