Customer Relationship Executive - Pune, India - Cambridge Wealth
Description
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 experienced Operations Associate to join our team immediately.
Who are we?Cambridge Wealthis 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.
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:
2-3 years Experience in Wealth management, 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
Team building and leadership qualities:
Ability to build and lead small, effective teams in serving discerning clients
Knowledge of financial products:
Well familiar with various Mutual Funds, PMS, and other financial products
Communication skills:
Excellent 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 detailsAre not ownership and responsibility drivenAre not solution oriented nor comfortable with a startup environmentPrefer a slow, structured environment where you are given micro-instructionsWant to take it easy and prefer a passive role
What you will get:
An opportunity to be a core team member with a growth pathA fast-growth environmentA place where you matter, and are not just a cog in the wheelAn encouraging, informal and comfortable working environmentA place where flexibility can be earned and work-life balance ensuredCompetitive 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]Recruiter screening phone interview [20 min]Online Skills Assessment testTechnical 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.