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Not your average telecalling role—we’re building relationships that last.
At Wealthy Monk Finserv
, we believe great client success is built on
long-term trust, not pushy transactions.
We’re hiring a Client Success Specialist
to manage and deepen relationships with an active portfolio of
retail, affluent & HNI investors.
? Bangalore | Hybrid
? 2–5 Years Experience
? NISM Series V-A – Mandatory
Why this role stands out:
✅ No Cold Calling
– Work with an assigned portfolio of active clients.
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Relationship-Led Role
– Build meaningful, long-term relationships with investors.
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High-Impact Exposure
– Work with affluent & HNI clients on portfolio reviews, investment goals and long-term engagement.
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Clear Career Path
– Client Success Specialist → Senior Specialist → Client Success / Relationship Manager.
What you’ll 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 we’re looking for:
• 2–5 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.
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What we offer:
Competitive Compensation + Incentives | Hybrid Work Model | Mentorship & Learning | Growth opportunities
If you enjoy talking to people, solving problems and building trust over time, we'd love to hear from you.
? Send your resume to
[email protected]
Subject: “
📌 Client Success Specialist (Bengaluru)
🏢 Wealthy Monk Finserv
📍 Bengaluru