About the job

We are a quick-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 recent 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 outstanding 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

📌 Wealth Operations Deccan Gymkhana (India)
🏢 Bakerstreet Fintech Private
📍 India