Customer Success Manager - Wealth

About 9Point Capital

India’s first Digital Asset Management Company

secure, compliant, and tax-efficient investment structures.

Role Overview

Customer Success Manager

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.

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.