Wealth Operations - Client Relationship Associate

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

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.