CrispIdea
Website:
crispidea.com
Job details:
Company Description CrispIdea is an AI-native research, wealthtech, and investment advisory firm serving leading global institutions, family offices, and affluent investors across India and worldwide. Operating at the forefront of a rapidly evolving ~$2.4 trillion Indian wealth management market, CrispIdea combines SEBI-registered wealth managers’ behavioral finance expertise with advanced technology to support better investment decisions. The firm integrates deep fundamental equity research with AI-driven intelligence, including ML models, LLM-powered document analysis, and proprietary management quality scoring engines for real-time insights. With proven performance, multi-asset diversification, and integrated portfolio oversight, CrispIdea is building the next generation of wealth management that unites institutional research depth, behavioral discipline, and AI scale.
Role Description The Wealth Management Operations and Customer Success Representative will support daily portfolio operations and client service for individual and institutional investors. This full-time, on-site role in Bengaluru involves coordinating account setup, documentation, and transaction processing, while ensuring data accuracy across internal systems and partner platforms. The representative will handle client inquiries, provide timely portfolio updates, explain products and investment strategies in clear terms, and proactively address service issues. The role includes collaborating with wealth managers and clients, preparing client reports and meeting materials, tracking service requests, and helping improve operational workflows and customer experience. The ideal candidate is comfortable working in a fast-paced environment, managing multiple priorities, and maintaining high standards of confidentiality and compliance.
Key requisites:
- Knowledge of capital markets is must. Strong foundation in finance and investments with the ability to understand portfolios, risk and return profiles
- Should have NISM certifications
- High attention to detail in operations, documentation, data entry, and regulatory compliance.
- Comfort with technology platforms, spreadsheets, CRM tools, and dashboards used in investment management. Candidate has to be good in creating detailed portfolio health reports for clients
- High orientation in coordinating with clients and making clients successful
- MBA finance with 1-2 yrs of experience is an added plus. This is not a research role
The candidate will have an opportunity to work with some of the best research and AI tools and drive wealth creation for our HNI and Affluent clients. The role will evolve into a full fledged Relationship Manager role in the future.
This is a full time role based out of Bangalore and we prefer local candidates already living in Bangalore. The total CTC including variable will be approx 6 lacs INR. Interested candidates can apply online and be willing to meet us in person at our office once shortlisted.
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