The Client Success Manager at Nandi Nivesh Private Limited owns the complete client journey - from the first financial planning conversation through onboarding, portfolio reviews, and ongoing servicing. This is a relationship-first role that demands financial knowledge, empathy, and the discipline to follow through. You will manage your own book of clients independently, with full support from our senior team during your training period.

Conduct planning discussions with new clients - understand their goals, time horizon, and risk appetite.

Complete end-to-end client onboarding including documentation and KYC coordination

Build and present customised investment proposals aligned to client goals and risk profile

Handle client servicing requests including transactions,



redemptions, switches, and queries

Maintain accurate client records and track portfolio performance against goals

Ensure all client interactions meet regulatory and compliance standards

MBA in Finance (mandatory) or graduate with relevant experience in financial services

Solid interpersonal skills - comfortable having in-depth financial conversations with clients

Prior exposure to mutual funds, wealth management, or financial planning is an advantage

Please send your resume on WhatsApp only - do not call.

📌 Engagement Success Manager (Pune)
🏢 Nandi Nivesh Private
📍 Pune