Remote: Hybrid

Job Description Not your average telecalling role—we're building relationships that last.n At Wealthy Monk Finserv, we believe great client success is built on long-term trust, not pushy transactions.n We're hiring a Client Success Specialist to manage and deepen relationships with an active portfolio of retail, affluent & HNI investors.n Bangalore | Hybridn 2–5 Years Experiencen NISM Series V-A – Mandatoryn Why this role stands out:n No Cold Calling – Work with an assigned portfolio of active clients.n Relationship-Led Role – Build meaningful, long-term relationships with investors.n High-Impact Exposure – Work with affluent & HNI clients on portfolio reviews, investment goals and long-term engagement.n Clear Career Path – Client Success Specialist → Senior Specialist → Client Success / Relationship Manager.n What you'll do:n • Manage and deepen relationships with an assigned client portfolio.n • Conduct periodic client conversations and portfolio reviews.n • Help clients understand their investments,



portfolio performance and relevant market developments.n • Monitor SIP engagement and proactively address client concerns.n • Coordinate with internal teams to ensure seamless and timely execution.n • Identify relevant investment opportunities based on genuine client needs.n What we're looking for:n • 2–5 years of experience in Mutual Funds, Banking, Broking or Financial Services.n • Solid understanding of Mutual Funds, SIPs & basic asset allocation.n • NISM Series V-A – Mandatory.n • MBA Finance / CFP / relevant certifications will be an advantage.n • Excellent communication, empathy and relationship-building skills.n • Proactive mindset with strong ownership and follow-up discipline.n What we offer: Competitive Compensation + Incentives | Hybrid Work Model | Mentorship & Learning | Career Growthn If you enjoy talking to people, solving problems and building trust over time, we'd love to hear from you.n Send your resume ton Subject: "Client Success – Bangalore"n Know someone who would be a great fit? Tag them below!n #ClientSuccess #MutualFunds #FinancialServices #FinanceJobs #BangaloreJobs #Hiring #InvestmentCareers

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