Not your average telecalling role—we’re building relationships that last. At Wealthy Monk Finserv , we believe excellent 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. 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 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. 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 Subject: “Client Success – Bangalore” Know someone who would be a great fit? Tag them below! ClientSuccess MutualFunds FinancialServices FinanceJobs BangaloreJobs Hiring InvestmentCareers

📌 Client Success Specialist (Karnataka)
🏢 Wealthy Monk Finserv
📍 Karnataka