Customer Success Manager - Wealth Advisory

Job Overview

We are looking for an experienced Investment Coach with strong, well-rounded mutual fund and portfolio advisory knowledge to manage high-value client relationships, conduct in-depth portfolio reviews, and drive significant investment growth. This role requires the ability to profile clients accurately, analyze portfolios and fund factsheets, and advise confidently across fund categories.

Key Responsibilities

Sales & Business Development

Client Engagement & Relationship Management

Investment Analysis & Portfolio Advisory

Requirements

Education

• Bachelor's degree in Finance, Commerce, or a relevant discipline; a postgraduate qualification in Finance is an added advantage. Experience
• Minimum 3+ years of experience in sales and advisory roles within financial services, mutual funds, wealth management, or banking.
• Demonstrated experience in portfolio discussions, client profiling, and target-driven advisory sales.

Mandatory Certification

NISM Series V-A: Mutual Fund Distributors Certification is mandatory (certified candidates strongly preferred).

Additional certifications (e.g., NISM Series X-A/X-B for Investment Advisers, CFP) are a plus.

Skills

• Excellent communication and consultative selling skills in English and Hindi.
• Advanced mutual fund and market knowledge, including: Categories and sub-categories of mutual funds as per regulatory classification. Client risk-profiling questions and frameworks. Difference between arbitrage funds and hedge funds. Portfolio analysis techniques (asset allocation, diversification, overlap analysis). Reading and interpreting mutual fund factsheets.
• Strong presentation, negotiation, and objection-handling skills for high-value conversations.
• Proficiency in Microsoft Office tools and CRM systems. Personal Attributes
• Highly goal-oriented with a track record of exceeding business targets.
• Strong ownership, accountability, and ability to work independently.
• Trusted advisor mindset able to build credibility with sophisticated clients.
• Ability to mentor and guide junior team members.
• Comfortable working in a high-volume, target-driven calling environment.

Working Conditions

Working Hours: 9:30 AM to 5:30 PM

Working Days: Monday to Friday

Saturday: Alternate Saturdays working

Weekly Off: Sunday fixed off