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Senior/ Associate Client Success Partner - Job Id 11248

Bangalore (Karnataka-India)
0-6 Yrs
Date Posted: Sep 28, 2026
Skills Required:

Job Description

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

  • 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.
  • Work towards monthly and quarterly business targets through proactive client outreach.
  • Consistently follow up with prospects and clients to improve conversion.

Client Engagement
  • Build rapport with clients through confident, spontaneous, and clear communication.
  • Understand client requirements and represent them accurately to guide the conversation.
  • Provide a positive, professional first point of contact for clients.
  • Ensure timely and professional resolution of basic client queries.
Learning & Development
  • Actively learn about mutual funds, investment products, and financial markets through structured training.
  • Apply learnings from training to client conversations under guidance from seniors.
  • Work towards and clear the NISM Series V-A certification within the required timeline.


Qualification:
  • Bachelor's degree in Finance, Commerce, or a relevant discipline; a postgraduate qualification in Finance is an added advantage.
  • 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
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.

Job Detail

  • Type:
    Full Time/Permanent
  • Shift:
    First Shift (Day)
  • Positions:
    3
  • Gender:
    No Preference
  • Degree:
    Graduation, Post-Graduation
  • Education:
    B.Com, M.Com
  • Industry:
    Banking / Financial Services / Broking
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