About the job

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 /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 new 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 great 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.
- Communication skills :Excellent verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.

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

What you will get :

- A quick-paced, growth and learning opportunity
- A place where you matter, and are not just a cog in the wheel
- An encouraging, informal and comfortable working setting
- Competitive Compensation

If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you! Join us in our journey to shape the future of our organization and make a meaningful impact in the industry.

Our Hiring Process :

- Online Skills assessment test [60 min]
- People video interview [30 min]
- Technical interview: [30 min - discussion around experience and skills]
- Founder's interview (In person): [30 min]
- We make you an offer and proceed for reference and BGV check.

Job Types :Full-time, Permanent

Please note that this is a WFO opportunity at our Pune, Prabhat Road office.

Pay: ₹240,000.00 - ₹550,000.00 per year

Benefits :

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

Ability to commute/relocate:

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

Work Location: In person

📌 Wealth Operations - Customer Success Executive (Deccan Gymkhana)
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📍 Deccan Gymkhana