Not your average telecalling role—we're building relationships that last.

nAt Wealthy Monk Finserv, we believe great client success is built on long-term trust, not pushy transactions.

nWe're hiring a Client Success Specialist to manage and deepen relationships with an active portfolio of retail, affluent & HNI investors.

nBangalore | Hybrid

n2–5 Years Experience

nNISM Series V-A – Mandatory

nWhy this role stands out:

nNo Cold Calling – Work with an assigned portfolio of active clients.

nRelationship-Led Role – Build meaningful, long-term relationships with investors.

nHigh-Impact Exposure – Work with affluent & HNI clients on portfolio reviews, investment goals and long-term engagement.

nClear Career Path – Client Success Specialist → Senior Specialist → Client Success / Relationship Manager.

nWhat 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.

nWhat 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.

nWhat we offer: Competitive Compensation + Incentives | Hybrid Work Model | Mentorship & Learning | Growth opportunities

nIf you enjoy talking to people, solving problems and building trust over time, we'd love to hear from you.

nSend your resume to [email protected]

nSubject: "Client Success – Bangalore"

nKnow 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