Cambridge Wealth (Baker Street Fintech)

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

What makes Bakerstreet Digital Special? 

• We are not just an ambitious niche Digital Products company. We are an ambitious Digital Products Company with a soul.
• Fundamental to our mission of building world-class (we have won a webby award) global (26 global products live 0-1) digital products is an integrated, mission-driven team of consultants who are passionate about their competency.  

Who are you? A Digital Designer that can skillfully orchestrate end to end Product Design. You:

• Have experience building Products at the Business, User, UX and Architecture levels with multi-disciplinary teams
• Have worked with global clients in a consulting or product team and understand communication and management protocols of large Banks
• Have a fine understanding of the fintech domain
• Understand the difference between UI and a UI Design system that can flex and scale
• Can imagine, articulate well, and create buy-in for your ideas
• Are hands-on and able to rapidly visualise ideas
• Are able to work collaboratively to deliver the UI in sprints across products
• Have a deep understanding of CX, Design beyond screens and colours 
• Can translate business requirements and customer experience into features and functions that drive the platform/product roadmap. 

What you will do:

• Client Engagement: Act as a primary point of contact for clients, understanding their design requirements, and translating them into actionable design solutions. Conduct client meetings, gather feedback, and ensure client satisfaction throughout the project lifecycle.
• User Experience (UX) Design: Conduct user research, usability testing, and competitor analysis to identify opportunities for enhancing the user experience. Create wireframes, prototypes, and user flows to effectively communicate design ideas and user interactions.
• User Interface (UI) Design: Develop visually appealing and intuitive user interfaces that align with the project's branding and business goals. Collaborate with cross-functional teams to integrate UI components seamlessly into the final product.
• Mentoring Trainees: Provide guidance and mentorship to junior designers and trainees, fostering their growth and development. Conduct design workshops and share best practices to improve team skills.
• Collaboration: Collaborate with product managers, developers, and other stakeholders to ensure a cohesive and seamless design-to-development process. Advocate for design thinking and user-centric approaches within the organization.
• Industry Trends: Stay up-to-date with the latest UI/UX design trends, tools, and technologies, and incorporate relevant innovations into design processes

Who you are NOT. This role is not for you if: 

• You can only follow the given process
• Not think out of the box, innovative solutions to startup problems
• Have time-zone constraints (this is a global time-zone role)
• Work only in a slow, structured environment where you are given detailed instructions
• Want to take it easy and prefer a passive role 

What you will get: 

• A fast-growth environment with a world-class visual design quality 
• A place where you matter, and are not just a cog in the wheel
• An encouraging, informal and comfortable working environment
• A place where flexibility can be earned and work-life balance ensured
• Competitive Compensation

You will learn: 

• How to build a design and build a global quality next generation product ground-up
• How to build a Design-led organization ground-up
• How to build a Zero to one product, not just enhance or add features

What are the Qualifications you need? 

• Proven experience (2-5 years) as a UI/UX Designer, with a strong portfolio showcasing successful projects and a user-centered design approach.
• Proficiency in design and prototyping tools such as Figma, Adobe XD, Sketch and prototyping tools.
• Solid understanding of user experience principles, information architecture, and interaction design.
• Excellent visual design skills with a keen eye for aesthetics, typography, and color theory.
• Strong communication and presentation skills, capable of explaining design decisions and receiving constructive feedback.
• Leadership abilities, with the capacity to motivate and guide team members effectively.
• Ability to prioritise and manage multiple milestones and projects efficiently
• Ability to think through product propositions ground-up considering the entire product eco-system
• Must have Customer-oriented data-led problem-solving skills 
• Ability to work with and influence senior stakeholders

Our Hiring Process:

1. You Apply and answer a couple of quick questions [5 min]
2. Online Skills Assessment [1 hr]
3. Recruiter screening phone interview [30 min] 
4. Skills assessment take-home challenge
5. Technical interview: [30 min - includes a discussion around the submitted assignment]
6. Founder's interview: [30 min]
7. We make you an offer and proceed for reference and BGV check.