We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented, and empathetic Client Relationship Associate to join our team. Who are we Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit www.cambridgewealth.in What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently. Relationship Building : Foster strong client relationships through regular communication, addressing inquiries, and sharing investment updates. Portfolio Monitoring : Collaborate with the wealth management team to track portfolio performance, creating reports for clients that showcase growth and opportunities. Problem Resolution : Assist clients in resolving investment-related issues promptly and effectively, ensuring their concerns are addressed. Client transaction and execution: Executing client transactions, ensuring accurate and timely execution of their investment requirements. Data Management: Maintain and manage client data, ensuring confidentiality and accuracy. What are the qualifications you need: Education: Graduation in Finance, Commerce, Management, or Economics preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: Experience in the Mutual Fund field is an added advantage, with exposure to HNI, Ultra HNI, and NRI client needs. Familiarity with Zoho suites preferred. What would help make you a great fit for the role: Having a Client-centric, empathetic approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service. Knowledge of financial products: Familiarity with Mutual Funds, PMS, AIF and other financial products. Communication skills: Excellent verbal communication Experience with Mutual Fund Distribution operations would be a plus. Who you are NOT. This role is not for you if: You have difficulty being attentive to details Are not ownership and responsibility-driven Are not solution-oriented nor comfortable with a startup environment Prefer a slow, structured environment where you are given micro-instructions Want to take it easy and prefer a passive role What you will get: An opportunity to be a core team member with a growth path A fast-growth environment A place where you matter, and are not just a cog in the wheel An encouraging, informal and comfortable working environment Competitive Compensation If you are a proactive, detail-oriented professional with a passion for driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry. Our Hiring Process: You Apply and answer a couple of quick questions [5 min] Online Skills assessment test [60 min] Recruiter screening phone interview [30 min] Technical interview: [30 min - discussion around experience and skills] Founder&aposs interview: [30 min] We make you an offer and proceed for reference and BGV check. Freshers may apply for Trainee positions with a starting salary of Rs.16,000/- pm. Please note that this is a WFO opportunity at our Pune, Prabhat Road office. Show more Show less
Why Bakerstreet Digital? We're a Webby Award-winning team that's shipped 26 global products from 0-1, and we're doing it with intention. This isn't about churning out another fintech app—it's about building products that actually matter, with people who give a damn about craft. What We're Looking For A Senior Digital Designer who gets the bigger picture. Not someone who just makes things pretty (though aesthetic sense is non-negotiable), but someone who thinks in systems, understands business impact, and can navigate the complexity of global financial products. You probably: Have worked with global clients and know how to communicate with all stakeholders Have 2-7 years building products that people actually use, working with teams that span business, tech, and design Understand that great CX goes way beyond the screen—it's about the entire journey Can take a messy business requirement and turn it into something users will love (and that makes commercial sense) Get the difference between a UI toolkit and a design system that can scale across products Are comfortable presenting your ideas and getting buy-in from stakeholders Can move fast—sketching, prototyping, iterating with speed that does not compromise quality Have worked in fintech or adjacent domains and understand the unique constraints and opportunities What You'll Actually Do Client Partnership : You'll be the design voice in client relationships. This means understanding what they really need, presenting solutions that work, and managing expectations throughout delivery. End-to-End UX : Research, test, analyze, iterate. You'll dig into user behavior, run competitor analysis, and build wireframes and prototypes that communicate your thinking clearly. Visual Design : Create interfaces that work beautifully across the ecosystem. Strategic Contribution : This isn't just execution—you'll help shape design strategy and push for new approaches that keep our work ahead of the curve. Cross-functional Collaboration : Work with stakeholders to ensure design thinking influences product decisions, not just final aesthetics. This Role Isn't For You If: You need a strict 9-to-5 schedule You prefer detailed briefs and structured processes over figuring things out as you go You're looking to cruise—this is a high-growth environment that demands your best work Prefer operating as an IC Are inexperienced in client interaction What's In It For You Real Growth : Clear growth path as we scale. Quality Standards : Work alongside people who obsess over craft and won't ship mediocre products. We set a high benchmark here! Impact : Your work will directly influence product direction and business outcomes. Environment : Informal, friendly, supportive, but with high professional standards. Compensation : Competitive package that reflects the value you bring. Requirements Communication: You can present your work, defend your decisions, and incorporate feedback without ego. Leadership: Ability to guide and bring everyone on the same page, including senior stakeholders. Systems Thinking : Can see the whole product ecosystem and design for scale, not just individual features. Problem-Solving: Data-informed, customer-oriented approach to design challenges. Portfolio : Strong body of work showing user-centered design, demonstrating a s olid grasp of UX principles, information architecture, and interaction design. We want to see your thinking, not just pretty screens. Tools : Expert-level proficiency in Figma and comfort with prototyping tools. Visual Chops : Strong aesthetic sense, typography, color theory—the fundamentals that separate good from great. Our Process Apply with your CV and portfolio, and provide brief responses to a few questions (5 minutes) Online Assessment - Largely MCQ questions around UX, Figma, Problem Solving etc (60min) People video chat to align on basics (30 minutes) Design challenge - take-home assignment that shows how you think Technical discussion around your submission (30 minutes) Founder conversation about fit and vision (30 minutes) Offer, references, background check Please note this is a WFO opportunity at Prabhat Road, Pune. Ready to build something meaningful? Let's talk.