Client Success Specialist

Wealthy Monk Finserv · Bengaluru, India

Not your average telecalling role—we’re building relationships that last.

At Wealthy Monk Finserv , we believe great client success is built on long-term trust, not pushy transactions.

We’re hiring a Client Success Specialist to manage and deepen relationships with an active portfolio of retail, affluent & HNI investors.

Bangalore | Hybrid

2–5 Years Experience

NISM Series V-A – Mandatory

Why this role stands out:

✅ No Cold Calling – Work with an assigned portfolio of active clients.

Relationship-Led Role – Build meaningful, long-term relationships with investors.

High-Impact Exposure – Work with affluent & HNI clients on portfolio reviews, investment goals and long-term engagement.

Clear Career Path – Client Success Specialist → Senior Specialist → Client Success / Relationship Manager.

What you’ll do:

• Manage and deepen relationships with an assigned client portfolio.

• Conduct periodic client conversations and portfolio reviews.

• Help clients understand their investments, portfolio performance and relevant market developments.

• Monitor SIP engagement and proactively address client concerns.

• Coordinate with internal teams to ensure seamless and timely execution.

• Identify relevant investment opportunities based on genuine client needs.

What we’re looking for:

• 2–5 years of experience in Mutual Funds, Banking, Broking or Financial Services .

• Strong understanding of Mutual Funds, SIPs & basic asset allocation .

• NISM Series V-A – Mandatory .

• MBA Finance / CFP® / relevant certifications will be an advantage.

• Excellent communication, empathy and relationship-building skills.

• Proactive mindset with strong ownership and follow-up discipline.

What we offer: Competitive Compensation + Incentives | Hybrid Work Model | Mentorship & Learning | Career Growth

If you enjoy talking to people, solving problems and building trust over time, we‘d love to hear from you.

Send your resume to

Subject: “Client Success – Bangalore”

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