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 | Hybrid
n 2–5 Years Experience
n NISM Series V-A – Mandatory
n 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 Explicit 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 • Strong 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 Growth
n If you enjoy talking to people, solving problems and building trust over time, we'd love to hear from you.
n Send your resume to
n 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 (Bengaluru)
🏢 Wealthy Monk Finserv
📍 Bengaluru