Chief Client Success Officer

7 hours ago

Mount Abu, Rajasthan, India beBeeLeadership Full time ₹ 2,04,00,000 - ₹ 2,43,00,000

We are seeking a versatile professional to champion our offerings and nurture relationships in wealth management.

The ideal candidate will lead business development, owning the client journey from sale to relationship building. They must communicate investment strategies clearly, especially our hyper-personalization and quant-driven approach.

Key responsibilities include gathering structured client feedback, working cross-functionally with product teams to influence direction, and leveraging tools like AI agents and CRM software.

Requirements:

  • 5+ years of experience in wealth management or private banking
  • Strong academic background and willingness to obtain relevant certifications
  • Demonstrated success managing high net worth relationships, especially younger or tech-savvy clients
  • Mindset: AI-native productivity, end-to-end ownership, and bias toward action

Our culture is built on Fulfilment through excellent work, Pursuit of Excellence, and Talent Density. We offer top compensation and benefits, including access to an employee-only fund.

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