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 recent 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
Strong 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.