Client Success Manager

Role Overview We are seeking a proactive and detail-oriented Customer Success Executive to manage client relationships, support transaction operations, and maintain data accuracy across multiple financial platforms. The ideal candidate is a self-starter with strong communication and organizational skills.

Key Responsibilities :

Software & Data Management

Update daily NAVs and transaction feeds in CRM systems

Perform weekly / monthly data backups and reconciliations

Address and resolve software-related queries

Client Engagement

Manage complete client onboarding (KYC to app login)

Maintain and update client information and key records

Prepare investment plans and share customised / standard reports

Transaction Processing

Execute daily online and offline transactions across product categories

Process NSENMF transactions end-to-end

Ensure accurate, timely completion of all client transactions

Required Skills & Qualifications

Bachelor’s degree in Finance / Banking with strong accounting foundation

2–3 years’ experience in mutual fund back-office operations

Proficiency in platforms like Wealth Elite, IFA Now, Ngen, NSENMF

Strong CRM handling—email, calls, messaging, and query resolution

Excellent time management and attention to detail

Interpersonal skills to communicate clearly with clients and team

Good Excel skills (charts, tables, formulas)

NISM V-A certification is an added advantage

Why Join Wudstreet

Opportunity to work across diverse functions and build multi-skill expertise

Dynamic environment with daily exposure to financial markets

Interaction with top professionals in the mutual fund industry

Flat hierarchy, flexibility, and high ownership

Small team offering independence and room to experiment

If you are committed to delivering exceptional client service and eager to grow in the financial services space, we would love to meet you.