Wealth - Client Relationships Associate

Bakerstreet Digital; Maharashtra; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Cambridge Wealth is seeking a proactive client-facing professional to manage relationships with HNIs, Ultra HNIs, NRIs, and premium clients from our Pune office. You will handle inquiries with empathy, maintain detailed records, and ensure precise, high-touch service.

You will onboard clients, support transactions, produce portfolio updates, and collaborate with the wealth management team to optimize performance and opportunities for clients in a fast-paced environment.

Qualifications

• Education: A degree in Finance, Commerce, Management, or Economics preferred.
• Experience in financial services or mutual funds with HNI clients is a plus.
• NISM VA or other certifications are an advantage and may be required.
• Tech-savvy with Zoho tools is preferred.

Responsibilities

• Client Management: be the primary contact for valued clients (HNIs/NRIs) with empathy and professionalism.
• Operational Support: manage onboarding, documentation, transactions, and issue resolution.
• Data & Reporting: maintain accurate client records and assist in portfolio reporting.
• Team Collaboration: work with wealth management to monitor performance and drive initiatives.

Skills

Client-focused

Clear communicator

Detail-oriented

Proactive problem-solver

Education

Finance/Commerce/Economics degree

Tools

Zoho Suite

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 individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• 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.

What we need:

• Education:A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience:Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications:Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills:We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• 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.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core rolewith a clear growth path within a fast-growing company.
• Meaningful Impact:You'll be a vital part of our team, not just a cog in the wheel.
• A great work environmentthat is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

• Online Application:You apply and answer a few quick questions. [5 min]
• People Video Interview:A quick chat with our People head [30 min]
• Technical Interview:A discussion about your experience and skills. [30 min]
• Founder's Interview (In-Person):A final interview to ensure a great fit. [30 min]
• Offer & Checks:We make an offer, and proceed with a reference and background check.

Please note:This is aWFO (Work From Office)opportunity at our Pune, Prabhat Road office