Financial Services

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, HNI and ultra-HNI clients, we are seeking focused, detail-oriented and experienced Customer Operations Executives 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, KYC, and other processes are completed efficiently.
- Client transaction and execution: Execute transactions, ensuring accurate and timely execution.
- Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences.

**What are the qualifications you need**:

- Education: Graduation in Commerce is preferred.
- Certifications: NISM VA exam, AMFI certification preferred.
- Experience: 1-5 year work experience in related position
- Familiarity with Zoho suites preferred.

**What would help make you a great fit for the role**:

- Having a Client-centric approach: ensuring personalized and exceptional service.
- Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products.
- Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.
- Experience in Mutual Fund Distribution operations.
- If you are patient and steady with doing routine processes.

**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
- Get bored and impatient with routine processes

**What you will get**:

- 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

**Our Hiring Process**:

- Online Skills assessment test
- Non-technical video interview [30 min]
- In-Person Technical interview: [30 min - discussion around experience and skills]
- In-Person Founder's interview: [30 min]
- We make you an offer and proceed for reference and BGV check.

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

Pay: ₹20,000.00 - ₹45,000.00 per month

**Benefits**:

- Paid time off
- Health Insurance
- EPF (for those enrolled)
- Snacks and beverages

Schedule:

- Monday to Friday
- Saturdays - availability required as per work needs.

Ability to commute/relocate:

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

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

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

Pay: ₹20,000.00 - ₹45,000.00 per month

**Benefits**:

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

Schedule:

- Monday to Friday
- Weekend availability

Ability to commute/relocate:

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

Application Question(s):

- If selected, in how many days can you join at our Prabhat Road, Pune office?

**Experience**:

- Mutual Fund Distribution Operations: 1 year (preferred)

License/Certification:

- NISM Certificate? (preferred)

Work Location: In person