Title: Client Success Partner – Wealth Management & Investment Advisory
Location: Bangalore
Qualifications & Certifications:
- Bachelor's degree in Finance, Commerce, Business Administration, or a related discipline.
- NISM Series V-A (Mutual Fund Distributors Certification) is mandatory.

Experience:
- Freshers to candidates with 6+ years of experience in sales, customer success, banking, mutual funds, insurance, wealth management, or financial services are welcome to apply.
- Experience in telesales, relationship management, portfolio discussions, or investment advisory is preferred based on role level.

Role Overview:

We are looking for dynamic and client-focused Investment Coaches to join our Client Success team. This role is suitable for professionals ranging from fresh graduates to experienced wealth management advisors.

As a Client Success Partner, you will engage with prospective and existing clients, understand their financial goals, build long-term relationships, and guide them toward suitable investment opportunities. Depending on experience and expertise,



responsibilities may include lead generation, client engagement, portfolio discussions, investment advisory, and management of high-value client relationships.

Key Responsibilities:

Sales & Business Development:
- Make 250+ dialed calls per day to potential and existing clients to generate leads and drive investment conversations.
- Achieve approximately 3 hours of talk time daily.
- Drive monthly and quarterly business targets through proactive client outreach and effective follow-ups.
- Identify opportunities to generate additional investments from existing and prospective clients.
- Convert prospects into active investors through consultative conversations.
- Maintain accurate records of client interactions in CRM systems.

Client Engagement & Relationship Management:
- Build strong relationships with clients through confident, professional, and transparent communication.
- Understand clients' financia

📌 Client Success Partner – Wealth Management (India)
🏢 Job24by7
📍 India