- 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.
- 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.
- 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.
- 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
- 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
- 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.
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 Wealth is 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:
What are the qualifications you need:
What would help make you a great fit for the role:
Who you are NOT. This role is not for you if:
What you will get:
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: