Wealth Operations

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 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. To learn more about us, visit

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's 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.