Client Investment Partner - Investments & Client Success

At Everguard Life Ventures, were a specialist firm managing long-term wealth for global HNI and UHNI families. We dont just "sell" products; we build decades of trust, proven by % .

We are looking for a high-energy to own the end-to-end client journey.

" " :

- : No cold-calling and no traditional sales pressure. Your focus is on client outcomes and asset momentum.

- - : You won't be stuck in a back office. Youll be in real conversations with HNI families and CXOs, building commercial judgment fast.

- "-" :Our team members often feel "years ahead" within months due to our high-intensity mentorship and direct access to leadership.

- : Success in this role leads directly into the Relationship Manager and Client Advisory track.

:

- : From seamless onboarding (KYC/FATCA) to zero-error transaction execution. Coordinating across teams to ensure every client request moves from discussion to execution smoothly.

- : Supporting investment continuity through SIP step-ups and timely follow-ups

- : Running proactive routines to keep clients engaged and spotting risks before they happen.

:

- : 23 years in wealth, broking, or mutual funds.

- : You are great on calls and even better at closing loops.

- : You move fast, pay attention to detail, and hate "loose ends".

- : NISM Mutual Fund Certification is a big plus.

: ,

:Pune (On-site)

: Competitive Fixed + Performance-linked Upside + Annual Bonus.

: Dedicated work laptop + Mobile/Internet reimbursement.