Mutual Fund Operations Executive

About the job

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 Customer Success Executive to join our team.

Who are we?

Cambridge Wealth i

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.

• Minimum 1 year Experience in Mutual Fund/PMS/AIF/LAMF Operations

• Experience in working with HNI, Ultra HNI, and NRI clients preferred.

• 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, and other financial products.

• Communication skills:

  Excellent verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.

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:

• A fast-paced, growth and learning opportunity
• 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 supporting founders and 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]

• People video interview [30 min]

• Technical interview: [30 min - discussion around experience and skills]

• Founder's interview (In person): [30 min]

• We make you an offer and proceed for reference and BGV check.

Job Types:

Please note that this is a WFO opportunity at our Pune, Prabhat Road office.