Client Success Manager

Job description

About Us :

Future Corp Capital is looking for a Relationship Manager to join our team in Bangalore . This role is ideal for individuals with 0–2 years of experience who have a strong interest in finance and client relationship management. The RM will be responsible for servicing clients, assisting with financial transactions, and ensuring smooth execution of processes. Over time, there will be opportunities to gain deeper exposure to portfolio management and wealth planning.

Role Overview :

The Relationship Manager will be the primary point of contact for clients, handling onboarding, service requests, and execution of financial transactions . They will work closely with the Operations team to ensure smooth client interactions and regulatory compliance. As they develop in the role, they will assist in deeper client discussions and portfolio coordination.

Key Responsibilities :

• Manage client onboarding and assist with account setup
• Handle service requests related to financial transactions, investments, and documentation (KYC, tax filings, etc.)
• Support portfolio coordination, working alongside the founder on execution-related tasks
• Ensure adherence to SEBI, IRDA, AMFI, and APMI regulations
• Generate reports and track portfolio data, helping clients stay updated on their investments
• Maintain regular client communication, ensuring a smooth service experience

Ideal Candidate :

What We Offer :

This role is designed for someone who wants to grow in the wealth management space —starting with service and execution, and building expertise over time.