Cambridge Wealth (Baker Street Fintech)
Wealth - Client Relationships Associate
PunePosted Today₹360,000 – ₹900,000
Full TimeMidIN
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Job Description
We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individu
Key Highlights
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
Qualifications
Required Qualifications
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
Skills & Technologies
Communication SkillsCustomer Relationship Management (CRM)MarketingRelationship buildingMutual fundsAIFPMSSIFWealth managementClient ServicingClient ManagementInvestment managementFinancial servicesZohoProblem solvingCustomer SuccessCustomer AcquisitionCustomer Retention
About the Company
Cambridge Wealth (Baker Street Fintech)
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Job Details
Employment Type
Full Time
Experience Level
Mid
Salary Range
₹360,000 – ₹900,000
Location
Pune
Posted
Today
Country
IN