Client Success Executive

Corporate Stalwarts; Bengaluru Urban; On-site; INR 600,000 - 900,000; Full time

Job summary

Zoho in Bengaluru seeks an Investment Coach to oversee high-value client relationships and deliver mutual fund and portfolio advisory services. You will conduct portfolio assessments, accurately profile client needs, and provide confident guidance across fund categories to drive growth. Strong sales focus and proactive advisory conversations are essential.

The role emphasizes profiling clients, delivering expert fund guidance, and building long-term client engagement to meet business targets.

Qualifications

• Proven experience in investment coaching with mutual funds expertise.
• Ability to profile clients and analyze fund factsheets.
• Strong sales and business development track record.
• Excellent communication for advisory across fund categories.
• Experience managing high-net-worth clients.

Responsibilities

• Execute over 250 daily dial attempts to clients.
• Maintain three hours of talk time daily.
• Fulfill monthly and quarterly objectives via proactive outreach.
• Uncover additional investment opportunities within existing client base.
• Cultivate long-term relationships with high-net-worth clients.

Skills

Investment coaching

Mutual funds

Portfolio advisory

Sales & BD

Client relationship management

Communication

Job description

Bangalore North, India | Posted on 09/28/2026

• Industry Fintech / Wealthtech / Investment Services
• Work Experience 0 - 8 years
• Country India

Job Description

We are seeking a seasoned Investment Coach to oversee high‑value client relationships and deliver expert mutual fund and portfolio advisory services. This pivotal role involves conducting comprehensive portfolio assessments, accurately profiling client needs, and providing confident guidance across diverse fund categories to drive substantial investment growth. The ideal candidate will combine strong sales acumen with deep financial knowledge to foster long‑term client engagement and consistently meet business targets through proactive outreach and strategic advisory conversations.

Responsibilities

• Execute over 250 daily dial attempts to prospective and existing clients, prioritizing high‑value interactions and conversion opportunities.
• Maintain an average of three hours of talk time each day to ensure meaningful engagement with clients.
• Fulfill monthly and quarterly business objectives by leveraging proactive outreach and delivering high‑quality advisory sessions.
• Uncover and pursue additional investment opportunities within the existing client base by leveraging a thorough understanding of their portfolios.
• Cultivate and sustain robust, long‑term relationships with clients, including those with high net worth.

Requirements

Requirements:

• Proven experience in investment coaching with extensive knowledge of mutual funds and portfolio advisory.
• Demonstrated ability to profile clients accurately and analyze fund factsheets and portfolio performance.
• Strong sales and business development skills with a track record of meeting aggressive targets.
• Excellent communication skills capable of advising confidently across various fund categories.
• Experience in managing high‑value client relationships and driving significant investment growth.