Department: Customer Success & Investor Experience

Employment Type: Full-time

Location: Delhi NCR

Experience: 5–8 years preferred

About Mentor Wealth

Mentor Wealth is a 26-year-old financial-services organisation serving 2,500+ clients, focused on trustworthy, ethical and technology-enabled wealth solutions.

As we strengthen our investor-experience platform, we are looking for a professional who can bring the standards of premium hospitality, thoughtful relationship management and exceptional service into the wealth-management environment.

Role Mission The Manager / Senior Manager – Customer Success & Investor Experience will own the non-investment investor experience across the relationship lifecycle — from onboarding and service interactions to celebrations, events and long-term engagement.

The focus is easy

WELCOME → UNDERSTAND → SERVE → ANTICIPATE → PERSONALISE → CELEBRATE → DELIGHT → RETAIN

Key Responsibilities

- Own the end-to-end investor experience across the relationship lifecycle.
- Build warm, professional and trusted relationships with investors and their families.
- Design and manage a polished investor onboarding and welcome journey.
- Ensure service requests, documentation and other requirements are handled accurately and within defined TATs.
- Take ownership of escalated concerns and coordinate effective service recovery.
- Proactively engage with investors and maintain consistent relationship communication.
- Maintain investor preferences, relationship history, milestones and follow-ups for personalised engagement.
- Plan and execute birthday, anniversary and milestone celebrations .
- Conceptualise and manage investor meets, annual gatherings, educational sessions and appreciation events .




- Coordinate office celebrations, annual events, team experiences, trips and approved off-sites .
- Ensure a professional and welcoming experience for investors visiting the office.
- Develop feedback, satisfaction and NPS-style mechanisms to identify service improvements.
- Maintain accurate CRM records of investor interactions, requests, preferences and commitments.
- Coordinate with Operations, Research, Accounts, Compliance, Relationship and Management teams.
- Manage vendors across hospitality, events, gifting, travel and venues while maintaining quality and budget discipline.
- Continuously identify and introduce relevant premium hospitality and customer-experience practices.

What We’re Looking For We are looking for someone who is:
- Naturally warm, welcoming and comfortable interacting with people.
- Polished, well-groomed and strong in professional communication and etiquette.
- Comfortable interacting with affluent families, entrepreneurs and senior professionals.
- A natural host who enjoys creating thoughtful experiences.
- Empathetic, emotionally intelligent and attentive to details.
- Proactive and anticipatory rather than purely reactive.
- Highly organised with solid follow-up and execution skills.
- Creative in designing memorable yet appropriate customer experiences.
- Calm and professional while handling difficult or dissatisfied customers.




- Comfortable with CRM, Excel, digital invitations, feedback tools, WhatsApp Business and AI-enabled productivity tools.

Preferred Experience & Qualifications
- Bachelor's or Master's degree in Hospitality Management, Business Administration, Marketing, Customer Experience, Finance, Commerce or a related field .
- 5–8 years of relevant experience preferred.
- Experience in luxury/five-star hospitality, guest relations, front office, concierge, luxury retail, premium/private banking, wealth management, client servicing or other high-touch service environments .
- Exposure to HNI/UHNI or senior customers is desirable.
- Strong hospitality professionals should not be excluded solely because they do not have a finance degree.

Training in mutual funds, wealth-management servicing, internal processes, CRM and relevant regulatory/NISM knowledge will be provided as required. Why Join Mentor Wealth?

This is an opportunity to help build an institutional Customer Success & Investor Experience function , rather than simply manage service requests.

You will play an important role in defining how investors and their families experience Mentor Wealth — with the opportunity to grow into a leadership role within the firm's investor-experience platform.

How to Apply

Please apply with your updated resume and a short note covering:

1. Your premium customer/hospitality experience
2. An example of how you created a memorable customer experience
3. An event or celebration you managed end-to-end
4. How you handled a difficult customer situation

Join Mentor Wealth and help us make every investor interaction feel thoughtful, personal and exceptional.

📌 Manager / Senior Manager – Customer Success & Investor Experience (New Delhi)
🏢 MENTOR WEALTH
📍 New Delhi