- Update daily NAVs and transaction feeds in CRM systems
- Perform weekly/monthly data backups and reconciliations
- Address and resolve software-related queries
- Manage complete client onboarding (KYC to app login)
- Maintain and update client information and key records
- Prepare investment plans and share customised/standard reports
- Execute daily online and offline transactions across product categories
- Process NSENMF transactions end-to-end
- Ensure accurate, timely completion of all client transactions
- 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
- 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
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Customer Success Executive - Bengaluru - WNU Mutual Fund Distribution Services Private Limited

4 days ago
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
Client Engagement
Transaction Processing
Required Skills & Qualifications
Why Join Wudstreet
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 Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru, Karnataka
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Student Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Student Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru, Karnataka
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Customer Success Executive
Mudrex- Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru, Karnataka
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Customer Success Executive
Only for registered members Bengaluru, Karnataka
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Candidate Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Full time Chl Localization- Bengaluru / Bangalore
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru
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Customer Success Executive
Only for registered members Bengaluru, Karnataka