Company Description CrispIdea is an AI-native research, wealthtech, and investment advisory firm serving leading global institutions, family offices, and affluent investors across India and internationally. Operating at the intersection of technology and finance, CrispIdea is helping shape the future of India’s fast-growing ~$2.4 trillion wealth management market.

The firm combines deep fundamental equity research with AI-driven intelligence and behavioral finance expertise to support better investment decisions across market cycles. Its proprietary Quality of Management framework, multi-asset diversification approach, and integrated “My Wealth” portfolio oversight differentiate its offerings and performance. CrispIdea’s institutional-grade research is distributed via platforms such as LSEG Refinitiv, FactSet, and S&P; Global, and is guided by human expertise augmented by advanced ML and LLM technologies.

Role Description The Customer Success Rep – Wealth Management is a full-time, on-site role based in Bengaluru. This role focuses on supporting operations for affluent clients onboarding, data collection portfolio reviews, and ongoing servicing.

Responsibilities include preparing monthly portfolio health summaries, coordinating with wealth managers and clients on scheduling meetings, responding to client inquiries, coordinating with research teams, and helping clients navigate digital platforms, their executions and reports.



The role also involves tracking client feedback, identifying service improvements, and proactively engaging clients to enhance satisfaction and retention.

The Customer Success

Rep will maintain detailed documentation of interactions, follow compliance and data privacy standards, and contribute to a consistent, professional client experience.

Qualifications

- Good customer-facing skills, including Customer Service and Customer Support, with a focus on timely issue resolution
- Efficient operations handling in preparing monthly portfolio management reports
- Bachelor's or master's degree in commerce, business administration or finance. MBA (finance) or NISM certifications are must. Knowledge of capital markets is mandatory.
- Familiarity with wealth management, and comfort discussing investment products in a clear, client-friendly manner.
- Ability to foster Customer Satisfaction and a positive Customer Experience throughout the client lifecycle.
- Excellent Communication skills, both verbal and written, to handle client conversations and professional correspondence.
- Strong organizational and follow-up skills, with attention to detail in logging interactions and maintaining client records.
- Ability to work in office in Bengaluru
- Proficiency with CRM tools and basic office productivity software; experience with digital wealthtech platforms is an advantage.

📌 Customer Success Rep - Wealth Management (Bengaluru)
🏢 CrispIdea
📍 Bengaluru