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

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

Job summary

Building Services Design & Energy Institute - MEPa2z is seeking a Client Success Partner (Junior/Senior) to engage with prospective and existing clients in wealth management mutual funds. The role emphasizes understanding client goals, guiding investments, and building long-term relationships.

The position welcomes 1–6 years of sales/relationship experience, strong English/Hindi communication, and CRM/Excel skills, with mandatory NISM Series V-A certification or timeline to obtain it.

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

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

Sales/relationship management

Freshers welcome

Excellent English & Hindi

Interpersonal skills

Target-driven environment

CRM tools

MS Excel

MS Word

PowerPoint

Education

Bachelor's degree in Finance/Commerce/Business Admin

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.