Wealth - Client Relationships Associate, Amravati

Wealth - Client Relationships Associate 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 role with 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 environment that is informal, encouraging, and collaborative.- Competitive compensation. Our Hiring Process: 1. Online Application: You apply and answer a few quick questions. [5 min] 2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min] 3. People Video Interview: A quick chat with our People head [30 min] 4. Technical Interview: A discussion about your experience and skills. [30 min]5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min] 6. Offer&Checks: We make an offer, and proceed with a reference and background check. Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office