Customer Success Trainee

1 month ago


Pune Maharashtra, India Cambridge Wealth Full time

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 emapthetic Customer Success Analyst Trainee 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**:

- 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 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: 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.
- 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
- 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.

**Our Hiring Process**:

- Online Skills assessment test
- Recruiter screening phone interview [20 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.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹16,000.00 per month

**Benefits**:

- Paid time off

Schedule:

- Monday to Friday
- Weekend availability

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- What would be your earliest joining date at our Prabhat Road, Pune office if selected?
- Have you worked at a Mutual Fund Distribution or Wealth Management firm before? If so, for how long, and what was your role?
- Any prior work experience? If yes, please share brief details:
License/Certification:

- NISM certificate? (preferred)

Work Location: In person



  • Pimpri, Pune, Maharashtra, India leadrat Full time

    **Greetings from leadrat!** We are thrilled to announce an exciting career opportunity at leadrat, a pioneering SaaS CRM tool developed by Dhinwa Solutions Private Limited. Our innovative product is revolutionizing the real estate industry by integrating intelligence and business growth solutions. We are actively seeking dynamic and motivated Business...

  • Graduate Trainee

    5 months ago


    Kharadi, Pune, Maharashtra, India Senwell Solutions Full time

    We are searching for an enthusiastic self-starter to join our new graduate trainee program. As a graduate trainee, your responsibilities include shadowing various staff members, participating in learning experiences, attending meetings and workshops, and traveling to other working environments to gain practical experience. You should keep an accurate record...

  • Ca Industrial Trainee

    5 months ago


    Pune, Maharashtra, India Alfa Laval Full time

    Role - CA Industrial Trainee We create better everyday conditions for people. We do this by contributing to a more sustainable future through engineering innovation. We love what we do and we’re good at it. But now we want to be even better! We’re looking for an CA Industrial Trainee for our GFSS India Pune Location. We are already providing Finance...


  • Nagpur, Maharashtra, India SHUL Ventures Pvt Ltd Full time

    **Job profile : Customer Support Trainee (FEMALE)** **Location : Nagpur** **Qualification**: 1. Graduates in Commerce background. 2. Tally knowledge preferred. 1. To attend support calls online as well as offline (Software Training, Problem Resolving & Software Installations). **Can Join Immediately.** **Job Type**: Full-time **Shift**: Day...


  • Nagpur, Maharashtra, India SHUL Ventures Pvt Ltd Full time

    **Job profile : Customer Support Trainee (FEMALE)** **Location : Nagpur** **Qualification**: 1. Graduates in Commerce background. 2. Tally knowledge preferred. 1. To attend support calls online as well as offline (Software Training, Problem Resolving & Software Installations). **Can Join Immediately.** **Job Type**: Full-time **Shift**: Day...

  • Accounts Trainee

    4 weeks ago


    Pune, Maharashtra, India Avantedge Business Consulting Pvt. Ltd Full time

    **Job Summary** The trainee would work with the team leads and assist them in handling the operational functions. The trainee will also get exposure into the finance functions as he/she will get a chance to visit client places. The internship will be for six months which would include exposure into various fields like, accounting, payroll, statutory...

  • Sales Trainee

    2 months ago


    Pune, Maharashtra, India CargoFL Full time

    **Company Overview**: **Role Summary**: We are seeking enthusiastic and driven Sales Trainees to join our dynamic sales team. As a Sales Trainee, you will undergo comprehensive training to develop your sales skills and gain a deep understanding of our AI solutions for the supply chain and logistics industry. This role offers a unique opportunity to...

  • Sales Trainee

    3 months ago


    Pune, Maharashtra, India CargoFL Full time

    **Company Overview**: **Role Summary**: We are seeking enthusiastic and driven Sales Trainees to join our dynamic sales team. As a Sales Trainee, you will undergo comprehensive training to develop your sales skills and gain a deep understanding of our AI solutions for the supply chain and logistics industry. This role offers a unique opportunity to...

  • Sales Trainee

    2 weeks ago


    Shivajinagar, Pune, Maharashtra, India CargoFL Full time

    **About Us**: **CargoFL is a cloud-based B2B technology ecosystem for logistics, located in Pune. We are among the fastest growing logistics tech SaaS companies in the world, digitising the complete logistics ecosystem for business-value and efficiency. Our platform automates dispatches, provides supply chain visibility, integrates with existing ERPs, and...

  • Graduate Trainee

    5 months ago


    Kharadi, Pune, Maharashtra, India Senwell Solutions Full time

    **Job Title: Graduate Trainee** **Location**: Kharadi, Pune **Company**: Senwell Solutions Private Limited **About the Company**: Asp.net Core and UI/UX design to build high-performance, visually stunning, and user-friendly apps, websites, and software. Our goal is to empower businesses with digital solutions that help them stand out in the...


  • Pune, Maharashtra, India Cambridge Wealth Full time

    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 emapthetic Customer Success Analyst Trainee to join our team immediately. **Who...

  • Trainee

    1 month ago


    Pune, Maharashtra, India Konecranes Full time

    Employment type: Fixed Term- Full-time/part-time position: Full time- Workplace Type: On-site**Trainee - PLM & Alfresco AMS**: - At Konecranes, we believe that great customer experience is built on the people behind the Konecranes name. Everything we do, we do with passion and drive. We believe diversity drives business success and is the foundation for our...

  • Sales Trainee

    1 month ago


    Shivajinagar, Pune, Maharashtra, India CargoFL Full time

    **Company Overview**: **Role Summary**: We are seeking enthusiastic and driven Sales Trainees to join our dynamic sales team. As a Sales Trainee, you will undergo comprehensive training to develop your sales skills and gain a deep understanding of our AI solutions for the supply chain and logistics industry. This role offers a unique opportunity to...


  • Pune, Maharashtra, India Finastra USA Corporation Full time

    **Responsibilities**: We are seeking a dynamic and results-driven Customer Success Executive, as part of our Sales and Customer Success organization. The Treasury and Capital Markets Business Unit has some of the biggest and most complex financial services organizations in the world and ensuring we have mutually beneficial is critical to our long term...

  • Graduate Trainee

    5 months ago


    Malad, Mumbai, Maharashtra, India Sensys Technologies Pvt. Ltd Full time

    Job Title: Graduate Trainee For a Leading NBFC Company Location: Mumbai, Malad **Job Description**: We are seeking enthusiastic and ambitious Graduate Trainees to join our team. This program offers recent graduates the opportunity to gain hands-on experience and develop the skills and knowledge necessary for a successful career in the financial services...

  • Sales Trainee

    3 months ago


    Pune, Maharashtra, India Visiontech Services Full time

    Company Name - Visiontech Services - **Location - All over PAN India** - **Post - Sales Trainee** - **Department - Sales** - Qualification-B.Tech,BE & MBA ( Mechanical,Electrical) - Experience-0-2 Yrs - Salary-Will be discuss in Interview - Gender - Male - No of Vacancy-1 Monday to Saturday Duty - 8 hrs - Skill Required: Multi Tasking, Good...

  • Sales Growth Trainee

    5 months ago


    Pune, Maharashtra, India Metvy Full time

    We are seeking a motivated and ambitious Sales Growth Trainee to join our dynamic sales team. This entry-level position is designed for individuals who are eager to develop their sales skills and grow within our organization. As a Sales Growth Trainee, you will receive comprehensive training and mentorship to help you understand our products, market...

  • Trainee Barista

    5 months ago


    Baner, Pune, Maharashtra, India Kruti Retail Ventures LLP Full time

    **Job Overview** Trainee Barista position at Kruti Retail Ventures LLP in Pune. Full-Time role with a focus on F&B service. Ideal for freshers with less than 1 year experience. Salary range: Entry Level. 11-50 employees at the company. **Qualifications and Skills** - Must completed at least 10+2 - Trainee Barista experience is a plus - Knowledge of F&B...


  • Pune, Maharashtra, India Leadrat Full time

    **Job Requirements**: - Along with the Customer Success Manager, you will help own the overall relationship with our customer base, which includes: initial onboarding and training, increasing adoption, ensuring retention, and ongoing satisfaction. - Be the customer’s first point of contact. You are their advocate and champion and work directly with our...


  • Pune, Maharashtra, India Outmarch Full time

    Job Summary Outmarch is a fast-growing retail startup searching for flexible go-getters who welcome the challenge of meeting the needs of a growing business. We’re specifically looking for a Customer Success Intern who will roll up their sleeves and lead a team from inside the trenches. Objectives of this Role: - Own overall relationship with assigned...