Client Success Partner – Wealth Management & Investment Advisory

Cvali; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Cvali, Bengaluru-based wealth management firm, is seeking a Client Success Partner to engage with clients, understand financial goals, and guide them toward suitable investment opportunities. Fresh graduates to experienced wealth advisors are welcome to apply.

Responsibilities include lead generation, client engagement, portfolio discussions, investment advisory, and management of high-value relationships, with certification in NISM preferred. Strong communication and CRM skills are essential.

Qualifications

• Bachelors in Finance/Commerce/BA or related discipline.
• NISM Series V-A Mutual Fund Distributor certification is mandatory.
• Freshers to 6+ years in sales, customer success, banking, wealth mgmt, or financial services welcome.

Responsibilities

• Lead generation, client engagement, and investment opportunities.
• Conduct portfolio discussions and provide investment advisory based on client goals.
• Maintain accurate client interaction records in CRM systems.
• Build and nurture high-value client relationships and ensure timely query resolution.
• Stay updated on market trends and investment products.

Skills

Communication skills

Relationship building

Lead generation

Portfolio discussions

Investment advisory

CRM familiarity

MS Office

Education

Bachelor's degree in Finance/Commerce/Business Administration

NISM Series V-A Certification

Postgraduate qualifications in Finance (added advantage)

Tools

CRM systems

MS Excel

PowerPoint

Job description

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

• Freshers to candidates with 6+ 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 250+ 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.
• Freshers to candidates with 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.

Skills: Client Management, Client Support, Mutual Funds, Client Engagement, Client Relations, Portfolio Management, Leadership, Communications, Customer Support, Lead Generation, Customer Relationship Management, Financial Services, Client Relationship Management, Telesales, Investment, Client Relationships, Investment Advisory, Wealth Management, Financial Planning, Wealth Advisory, Relationship Management

Experience: 1.00-8.00 Years