Customer Success Trainee

3 months 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

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