Wealth Operations

**About the job**

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 Customer Success Executive to join our team.

**Who are we?**

**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.
- **Minimum 1 year Experience in Mutual Fund/PMS/AIF/LAMF Operations**:

- **Experience in working with HNI, Ultra HNI, and NRI clients preferred.**:

- **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, and other financial products.
- **Communication skills**:Excellent verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.

**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**:

- A fast-paced, growth and learning opportunity
- 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 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 [60 min]
- People video interview [30 min]
- Technical interview: [30 min - discussion around experience and skills]
- Founder's interview (In person): [30 min]
- We make you an offer and proceed for reference and BGV check.

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

**Please note that this is a WFO opportunity at our Pune, Prabhat Road office.**

Pay: ₹240,000.00 - ₹450,000.00 per year

**Benefits**:

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

Ability to commute/relocate:

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

Work Location: In person