Investment Associate

6 days ago

Deccan Pune Maharashtra, India Cambridge Wealth Full time

Hey there We are looking for an investment enthusiast with a flair for building and maintaining meaningful client relationships. If that describes you - write in

**Who Are We?**

**What You'll Be Up To**:

- Client Onboarding: Be the empathetic counselor that helps our HNI, Ultra HNI, and NRI clients onboard seamlessly.
- Relationship Building: Create genuine connections through regular communication and investment updates.
- Portfolio Monitoring: Work with our wealth management team to track client portfolios and share insights.
- Problem-Solving: Assist clients in resolving investment-related issues with thoughtfulness and efficiency.
- Transaction Execution: Accurately execute investment transactions for clients.
- Data Management: Handle client data like a pro — securely, accurately, and confidentially.

**What You'll Need to Shine**:

- Attitude: Obsessed with Customer Success. A client-centric, empathetic approach — where the client always comes first
- Education: Graduate in Finance, Commerce, Management, or Economics.
- Certifications: Valid NISM VA preferred (or ready to ace them).
- Tech-Savvy: Familiarity with Zoho suites would be an added bonus
- Experience: 1-5 years in mutual fund distribution or wealth management is ideal.

**What's in It for You?**
- Growth Path: Be a part of the core team in a rapidly growing firm
- Impact: You aren't just a cog in the wheel. You are an integral part of the team.
- Work Vibe: A dynamic, collaborative workspace at our Pune, Prabhat Road office.
- Competitive Compensation: A place where performance is recognized and rewarded.

**The Path to Joining Us**:

- Online Skills Test (60 min)
- Recruiter Screening Call (30 min)
- Technical Interview (30 min)
- Founder’s Interview(at our office)(30 min)
- Offer, Reference & BGV Check

**Please note: This is a WFO opportunity at Prabhat Road, Pune.**

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

Pay: ₹16,000.00 - ₹60,000.00 per month

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Monday to Friday
- Weekend availability

Ability to commute/relocate:

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

Application Question(s):

- Do you hold any currently valid NISM certification? If yes, which one?
- If selected, in how many days can you join at our Prabhat Road, Pune office?

**Experience**:

- Financial services: 1 year (preferred)

Work Location: In person

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