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.

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.

Transparent 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 [email protected]

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 (Bengaluru)
🏢 Wealthy Monk Finserv
📍 Bengaluru