Who are we?

Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSEStar as well as Mutual Fund houses. Our clients include renowned professionals from various industries.

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 : Oversee client transactions, ensuring accurate and timely execution of their investment requirements.

- Data Management : Maintain and manage client data, ensuring confidentiality and accuracy.

- Handling transmission cases : Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes.

-Client Reporting : Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences.

- Updated with the regulator's norms.

What are the qualifications you need:

Education : Graduation in Commerce and Management field is 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 is preferred.

What would help make you a great fit for the role:

- Having a Client-centric 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: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.

- Experience with Mutual Fund Distribution operations.

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

- A place where flexibility can be earned and work-life balance ensured

- 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!

- (Freshers may apply for a 6 month internship with the possibility of a PPO at the end of that period subject to evaluation. The stipend would be Rs.15,000/- p.m.)

Our Hiring Process:

- You Apply and answer a couple of quick questions [5 min]

- Recruiter screening phone interview [20 min]

- Online Skills Assessment test

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

Founder's interview : [30 min]

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

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