Customer Success - Mutual Fund Operations

About the internship Selected intern's day-to-day responsibilities include: 1. 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 2. Foster strong client relationships through regular communication, addressing inquiries, and sharing investment updates 3. Collaborate with the wealth management team to track portfolio performance, creating reports for clients that showcase growth and opportunities 4. Assist clients in resolving investment-related issues promptly and effectively, ensuring their concerns are addressed 5. Oversee client transactions, ensuring accurate and timely execution of their investment requirements 6. Maintain and manage client data, ensuring confidentiality and accuracy 7. Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes 8. Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences 9. Stay updated with the regulator's norms Note: Experienced individuals can apply for full-fledged instead of trainee roles. Training may extend from 6-12 months as per individual capabilities. Who can apply Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 14th Jan'25 and 18th Feb'25 3. are available for duration of 6 months 4. are from or open to relocate to Pune and neighboring cities 5. have relevant skills and interests Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as mutual fund houses. Our clients include renowned professionals from various industries. 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 diligent operations trainee to join our team immediately. For more information, please go to our website: https://www.cambridgewealth.in/