01Overview
Not your average telecalling rolewere building relationships that last.
At Wealthy Monk Finserv, we believe great client success is built on long-term trust, not pushy transactions.
Were hiring a Client Success Specialist to manage and deepen relationships with an active portfolio of retail, affluent & HNI investors.
Bangalore | Hybrid
25 Years Experience
NISM Series V-A Mandatory
Why this role stands out:
No Cold Calling Work with an assigned portfolio of active clients.
Relationship-Led Role Build meaningful, long-term relationships with investors.
High-Impact Exposure Work with affluent & HNI clients on portfolio reviews, investment goals and long-term engagement.
Clear Career Path Client Success Specialist Senior Specialist Client Success / Relationship Manager.
What youll do:
Manage and deepen relationships with an assigned client portfolio.
Conduct periodic client conversations and portfolio reviews.
Help clients understand their investments, portfolio performance and relevant market developments.
Monitor SIP engagement and proactively address client concerns.
Coordinate with internal teams to ensure seamless and timely execution.
Identify relevant investment opportunities based on genuine client needs.
What were looking for:
25 years of experience in Mutual Funds, Banking, Broking or Financial Services.
Strong understanding of Mutual Funds, SIPs & basic asset allocation.
NISM Series V-A Mandatory.
MBA Finance / CFP / relevant certifications will be an advantage.
Excellent communication, empathy and relationship-building skills.
Proactive mindset with strong ownership and follow-up discipline.
What we offer: Competitive Compensation + Incentives | Hybrid Work Model | Mentorship & Learning | Career Growth
If you enjoy talking to people, solving problems and building trust over time, we'd love to hear from you.
Send your resume to contact@wealthymonk.in
Subject: Client Success Bangalore
Know someone who would be a great fit Tag them below!
#ClientSuccess #MutualFunds #FinancialServices #FinanceJobs #BangaloreJobs #Hiring #InvestmentCareers .
