Customer Success Manager

1 day ago

Mumbai, Maharashtra, India 9Point Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

About 9Point Capital

9Point Capital is
India's first Digital Asset Management Company
, providing investors with regulated access to
Digital Assets and tokenized global assets
through GIFT City and the LRS framework.

We empower Indian HNIs, UHNIs, and institutions to participate in the digital asset economy through
secure, compliant, and tax-efficient investment structures.

Role Overview

We're looking for a
Customer Success Manager
who can deliver a white-glove experience to our
High-Net-Worth clients
, ensuring seamless onboarding, proactive engagement, and long-term satisfaction.

If you thrive on building meaningful relationships, translating complex investments into trust and clarity, and want to be part of the next revolution in wealth management — this role is for you.

What You'll Do

Client Onboarding & Relationship Management

  • Serve as the
    primary relationship manager
    for HNI/UHNI clients post-sales.
  • Coordinate with compliance and ops for smooth onboarding under
    LRS/GIFT City
    .
  • Educate clients about portfolio structures, risk, and performance dashboards.

P
ortfolio Engagement & Reporting

  • Collaborate with investment teams to deliver
    portfolio reviews and insights
    .
  • Communicate performance and market intelligence in a client-friendly way.
  • Identify opportunities for
    upselling and cross-selling
    based on client goals.

Client Retention & Success

  • Ensure high
    client satisfaction (CSAT/NPS)
    through consistent communication.
  • Drive renewals, retention, and AUM growth across assigned accounts.
  • Act as the client's voice internally to enhance service delivery.

Events & Education

  • Host exclusive
    client briefings, webinars, and roundtables
    with CIOs and experts.
  • Strengthen 9Point Capital's premium client community and referral ecosystem.

What You Bring

  • 5–8 years
    in Wealth Management / PMS / Private Banking / AIF / Digital Assets.
  • Proven experience handling
    HNI & UHNI clients
    with ₹1Cr+ portfolios.
  • Strong financial acumen — ETFs, markets, and ideally exposure to crypto assets.
  • Exceptional communication, empathy, and presentation skills.
  • Tech-savvy with CRM and reporting tools.
  • NISM / financial certifications preferred.

Why Join Us

  • Be part of India's first regulated digital asset investment platform.
  • Work directly with leadership across investments, tech, and client success.
  • Competitive salary + performance incentives.
  • Fast-track career growth in one of the fastest-growing sectors of global finance.

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