Client Success Partner (Junior/Senior) - Wealth Management and Mutual Funds

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z seeks a Client Success Partner to engage with prospective and existing clients, understand financial goals, and guide them toward suitable investment opportunities.

Role spans sales, banking, mutual funds, and wealth management with a focus on building long-term client relationships and achieving targets in a fast-paced financial services environment.

Qualifications

• Bachelor's degree in Finance, Commerce, Business Administration, or a related field.
• NISM Series V-A certification is mandatory or candidates must be willing to obtain it within the required timeline.

Responsibilities

• Generate leads and drive investment conversations through proactive client outreach.
• Achieve monthly and quarterly business targets through effective follow-ups and client engagement.
• Build and maintain strong, long-term client relationships.
• Understand client goals, investment preferences, and risk appetite.
• Conduct portfolio discussions and identify opportunities for additional investments.
• Educate clients on Mutual Funds, Equity, Debt, Bonds, and other investment products.
• Explain mutual fund categories, asset allocation, diversification, and goal-based investing.
• Conduct risk profiling and provide suitable investment guidance based on role level and certification.
• Maintain accurate client records and interactions in CRM systems.
• Stay updated on financial markets, mutual funds, regulations, and investment products.

Skills

Communication skills

Sales aptitude

Interpersonal skills

Negotiation

Relationship building

Freshers with apt

Keen interest in investments

Education

Bachelor's degree in Finance/Commerce/Business Administration

NISM Series V-A certification

Tools

MS Excel

MS Word

PowerPoint

CRM tools

Job description

Client Success Partner (Junior/Senior) - Wealth Management Mutual Funds

Location: Bangalore

Qualifications

• Bachelor's degree in Finance, Commerce, Business Administration, or a related field.
• NISM Series V-A certification is mandatory or candidates must be willing to obtain it within the required timeline.

Experience

• 1-6years of experience in sales, telesales, relationship management, banking, mutual funds, insurance, or wealth management.

Role Overview

We are looking for dynamic and client-focused Client Success Partners to join our Client Success team. The role involves engaging with prospective and existing clients, understanding their financial goals, building long-term relationships, and guiding them toward suitable investment opportunities.

The position is suitable for professionals with experience in sales, customer success, banking, mutual funds, insurance, wealth management, or financial services.

Key Responsibilities

• Generate leads and drive investment conversations through proactive client outreach.
• Achieve monthly and quarterly business targets through effective follow-ups and client engagement.
• Build and maintain strong, long-term client relationships.
• Understand client goals, investment preferences, and risk appetite.
• Conduct portfolio discussions and identify opportunities for additional investments.
• Educate clients on Mutual Funds, Equity, Debt, Bonds, and other investment products.
• Explain mutual fund categories, asset allocation, diversification, and goal-based investing.
• Conduct risk profiling and provide suitable investment guidance based on role level and certification.
• Maintain accurate client records and interactions in CRM systems.
• Stay updated on financial markets, mutual funds, regulations, and investment products.

Qualifications Skills

• Bachelor's degree in Finance, Commerce, Business Administration, or a related field.
• NISM Series V-A certification is mandatory or candidates must be willing to obtain it within the required timeline.
• 1-6 years of experience in sales, telesales, relationship management, banking, mutual funds, insurance, or wealth management.
• Freshers with strong communication and sales aptitude may also be considered for junior roles.
• Excellent English and Hindi communication skills.
• Strong interpersonal, negotiation, objection-handling, and relationship-building skills.
• Comfortable working in a target-driven, high-volume calling environment.
• Good knowledge of MS Excel, Word, PowerPoint, and CRM tools.
• Strong interest in investments and financial markets.

Preferred Certifications

Preferred Certifications: NISM Series X-A/X-B, CFP, or other relevant financial certifications.