ASSISTANT MANAGER / MANAGER – CUSTOMER SUCCESS & INVESTOR EXPERIENCE

Location: Delhi NCR | Full-Time | Experience: 3–6 Years | CTC: Up to ₹8 LPA

ABOUT MENTOR WEALTH

Mentor Wealth is an established financial services organisation with 26 years of experience, serving over 2,500 clients. We focus on building long-term relationships through trust, personalised service and professional excellence.

THE OPPORTUNITY

We are looking for an enthusiastic, organised and customer-focused professional to deliver a positive and memorable investor experience. The role involves managing investor relationships, coordinating service requirements and ensuring timely resolution of customer queries and requests.

KEY RESPONSIBILITIES

- Build and maintain strong investor relationships through regular communication, onboarding support and timely follow-ups.
- Handle customer queries, service requests and escalations while coordinating with internal teams for timely resolution.
- Schedule and coordinate investor meetings, periodic relationship reviews and client engagement activities.
- Visit clients at their homes, offices or other agreed locations when required to strengthen relationships and support service needs.
- Be versatile to travel locally and, when necessary, to nearby locations for client meetings and relationship-building activities.
- Maintain customer records, preferences, service requests and follow-up schedules in CRM or other tools.
- Collect investor feedback,



identify areas for service improvement and ensure timely follow-up on commitments.
- Coordinate with relevant internal teams to ensure a smooth and consistent investor experience.

QUALIFICATIONS & EXPERIENCE

- Bachelor's degree in Hospitality Management, Business Administration, Marketing, Commerce, Finance or a related field. A master's degree is not required.
- 3–6 years of relevant experience in customer service, guest relations, hospitality, relationship management or client servicing.
- Experience in hospitality, hotels, financial services, premium retail or similar customer-facing roles will be preferred.
- Good communication skills in English and Hindi.
- Working knowledge of MS Office and Excel.
- CRM experience and basic financial services knowledge will be an added advantage but are not mandatory.

SKILLS WE VALUE

- Friendly, professional and customer-oriented approach with strong interpersonal skills.
- Good organisational skills, attention to detail, ownership and timely follow-through.
- Ability to manage multiple tasks, solve problems calmly and coordinate client interactions effectively.
- Willingness to learn, collaborate across teams and travel for client visits when required.

WHY JOIN MENTOR WEALTH?

Join an established financial services organisation that values trust, relationships and professional excellence. Be part of a collaborative work environment with opportunities to develop your skills in investor relations, client servicing and customer experience.

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