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Mepa2z Llp

Client Success Partner – Wealth Management & Investment Advisory

Bangalore, Karnataka, India

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hirly's read of this role

Seniority
Mid level
Country
IN
Work mode
On-site / unstated
First seen by hirly
27 Sept 2026

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the posting

Title: Client Success Partner – Wealth Management & Investment Advisory Location: Bangalore Qualifications & Certifications: Bachelor's degree in Finance, Commerce, Business Administration, or a related discipline. NISM Series V-A (Mutual Fund Distributors Certification) is mandatory. Experience: Freshers to candidates with 6 years of experience in sales, customer success, banking, mutual funds, insurance, wealth management, or financial services are welcome to apply. Experience in telesales, r…

Original posting on Mepa2z Llp's site ↗

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