Client Success Executive

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

Make 250+ dialed calls per day to potential and existing clients, with a focus on

high-value conversations and conversions.

Achieve approximately 3 hours of talk time daily.

Drive monthly and quarterly business targets through proactive outreach and

high-quality advisory conversations.

Identify and drive additional investment opportunities from existing clients through

deep portfolio understanding.

Client Engagement \& Relationship Management

Build and maintain strong, long-term relationships with clients, including

high-net-worth and complex-portfolio clients.

Conduct thorough client profiling , including risk profiling questions to assess risk

appetite, investment horizon, liquidity needs, and financial goals.

Provide sophisticated, personalized guidance to help clients make informed

investment decisions.

Lead regular, in-depth portfolio discussions and reviews.

Investment Analysis \& Portfolio Advisory

Demonstrate strong command of mutual fund categories (Equity, Debt, Hybrid,

Solution-Oriented, Other schemes) and their sub-categories as per SEBI

classification.

Clearly explain the difference between arbitrage funds and hedge funds/strategies,

and when each is suitable for a client.

Analyze client portfolios holistically , assessing asset allocation, diversification,

overlap, risk concentration, and alignment with goals.

Read and interpret a fund factsheet in detail , including expense ratio, AUM,

portfolio holdings, sector allocation, benchmark comparison, risk ratios (standard

deviation, Sharpe ratio, beta), and fund manager commentary.

Recommend suitable mutual fund investment opportunities and portfolio rebalancing

strategies aligned with client goals and risk profiles.

Mentor junior Tele RMs on investment concepts and client advisory skills where

required.

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