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Customer Success Specialist

Customer Success Specialist

WNU Mutual Fund Distribution Services Private LimitedBengaluru, Republic Of India, IN
8 hours ago
Job description

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.

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    Customer Specialist • Bengaluru, Republic Of India, IN