Job Detail

Home / Job Detail

Client Success Partner - Job Id 11247

Bangalore (Karnataka-India)
2-3 Yrs
Date Posted: Sep 28, 2026
Skills Required:

Job Description

We are looking for an Investment Coach with working knowledge of mutual funds and investment fundamentals to engage clients, analyze their portfolios, and guide them towards suitable investment opportunities. This role is suited for candidates who already understand core investment concepts and can hold informed conversations with clients about their money.

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, focusing on understanding client requirements and discussing investment opportunities.
  • Drive monthly and quarterly business targets through proactive client outreach and effective conversion of prospects.
  • Identify opportunities to generate additional investments from existing clients based on their financial needs.

Client Engagement & Relationship Management
  • Build and maintain strong, long-term relationships with clients through regular and meaningful engagement.
  • Understand clients' financial goals, investment preferences, and risk appetite.
  • Provide personalized guidance to help clients make informed investment decisions.
  • Conduct regular portfolio discussions and proactively engage clients based on evolving needs.

Investment Analysis & Advisory
  • Explain fundamental investment concepts to clients clearly — including Equity, Debt, and Bonds, and how these differ from traditional instruments like Fixed Deposits.
  • Guide clients on the different types of equity funds (large-cap, mid-cap, small-cap, flexi-cap, sectoral/thematic, etc.) and help them understand which suits their goals.
  • Recommend suitable mutual fund investment opportunities aligned with clients' financial goals and risk profiles.
  • Educate clients on disciplined investing, diversification, and long-term wealth creation.
  • Stay updated on market trends, mutual fund products, and investment strategies.

Qualification:
  • Bachelor's degree in Finance, Commerce, or a relevant discipline.
  • Minimum 1–3 years of experience in sales, preferably in financial services, mutual funds, insurance, or banking.
  • Prior experience in telesales, client relationship management, or portfolio-related conversations is preferred.

Skills:
  • Excellent communication skills in English and Hindi.
  • Working knowledge of investment fundamentals, including:
  • What Equity, Debt, and Bonds are.
  • Different types of equity funds and their risk-return characteristics.
  • How mutual funds differ from Fixed Deposits and other traditional savings instruments.
  • Strong interpersonal and relationship-building skills.
  • Strong presentation, negotiation, and objection-handling skills.
  • Proficiency in Microsoft Office tools; familiarity with CRM systems is an advantage.

Job Detail

  • Type:
    Full Time/Permanent
  • Positions:
    3
  • Gender:
    No Preference
  • Degree:
    Graduation
  • Education:
    B.Com
  • Industry:
    Banking / Financial Services / Broking
Apply Now

Share This Job

Related Jobs

Quick Links

Find Jobs By Type



Contact Us

C-64/2, Okhla Industrial Area, Phase II, New Delhi, Delhi 110020
+9176781 87130 | +9195408 31300 | 01141010035
Copyright © 2026 Job24by7. All Rights Reserved.
Payment Processing Logos
Close

Raise your Query

Hi! Simply click below and type your query.

Our experts will reply you very soon.

Click Here to Chat JOB24by7 Recruitment Consultan...
WhatsApp Us
Job24by7 Assistant