Customer Success Manager Wealth Management & Mutual Funds

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

• 2 to 5+ 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 50+ 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 clear communication.
• Understand clients financial goals, investment preferences, and risk appetite.
• Serve as a trusted point of contact and ensure timely resolution of client queries.
• Conduct regular portfolio discussions and proactively engage clients based on evolving financial needs.
• Deliver a seamless and positive client experience throughout the investment journey.

Investment Advisory & Portfolio Discussions

Based on experience, certification, and role level

• Educate clients on investment fundamentals, including Equity, Debt, Bonds, and Mutual Funds.
• Explain the differences between Mutual Funds, Fixed Deposits, and other traditional investment products.
• Guide clients on various mutual fund categories, including Large Cap, Mid Cap, Small Cap, Flexi Cap, Hybrid, Debt, Sectoral, and Thematic Funds.
• Conduct client risk profiling and suitability assessments.
• Analyze client portfolios for asset allocation, diversification, and portfolio overlap.
• Read and interpret mutual fund factsheets and performance metrics.
• Recommend suitable investment opportunities aligned with clients goals and risk profiles.
• Promote disciplined investing and long-term wealth creation strategies.

Learning & Development

• Continuously enhance knowledge of mutual funds, financial markets, and wealth management concepts.
• Participate in structured training programs and apply learning in client interactions.
• Stay updated on market trends, regulatory developments, and investment products.
• Obtain and maintain required certifications within defined timelines.

Qualifications & Experience

• Bachelor's degree in Finance, Commerce, Business Administration, or a related discipline.
• 2 to 5+ 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.
• Postgraduate qualifications in Finance or related disciplines are an added advantage.

Skills & Competencies

Core Skills

• Excellent communication skills in English and Hindi.
• Strong interpersonal and relationship-building abilities.
• Confidence, spontaneity, and the ability to think on your feet during client interactions.
• Strong listening, problem-solving, and objection-handling skills.
• Ability to work effectively in a target-driven, high-volume calling environment.
• Proficiency in Microsoft Office tools (Excel, Word, PowerPoint).
• Familiarity with CRM systems is preferred.

Investment Knowledge

Candidates should possess or be willing to develop knowledge of

• Equity, Debt, Bonds, and Mutual Funds.
• Mutual fund categories and their risk-return characteristics.
• Client risk profiling and goal-based investing.
• Asset allocation and portfolio diversification principles.
• Portfolio analysis and mutual fund factsheet interpretation.
• Regulatory classifications and investment suitability frameworks.

Certifications

• NISM Series V-A (Mutual Fund Distributors Certification) is mandatory.
• Candidates who are not certified must be willing to obtain the certification within the prescribed timeline.
• Additional certifications such as NISM Series X-A/X-B, CFP, or equivalent will be an advantage.