Wealth Operations - Customer Success Executive

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 s a respected brand in the wealth segment, having won several 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.

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 videi 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 : Full-time, Permanent

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