Account Manager

Department

Product & Technology

Location

On-site | Prabhat Road, Pune

Experience

3-5 Years in a Data Engineering or Analytics Role

Domain

Fintech / Wealth Management — non-negotiable

Compensation

11-12 LPA Fixed + Performance Bonus

Growth

Title upgrade + salary revision at 12–18 months for strong performers

Why this role is different from most Data Engineer postings

You will work directly with the founding team on a live wealth management platform used by HNI and NRI clients. You will not spend years in a queue waiting to matter your work ships to production, your analysis influences product decisions, and you will guide junior teammates from day one. If you perform, a raise and title upgrade are on the table within 1218 months. This is the kind of early-team role that defines careers.

About Cambridge Wealth

Cambridge Wealth is a fast-growing, award-winning Financial Services and Fintech firm obsessed with quality and exceptional client service. We serve a high-profile clientele NRI, Mass Affluent, HNI, and ultra-HNI professionals and have received multiple awards from major Mutual Fund houses and BSE. We are past the zero-to-one stage and now focused on scaling our features and intelligence layer. You will be joining at exactly the right time.

What You Will Be Doing

This is a central, hands-on data engineering role at the intersection of financial analytics and applied ML. You will own the data pipelines and analytical models that power investment insights for wealth management clients transforming transaction data and portfolio information into measurable, actionable intelligence.

We are not looking for someone who just keeps the lights on. We want someone who looks at a working system and immediately sees how to make it 10x faster, cleaner, and smarter using AI and automation wherever possible.

Key Responsibilities:

Data Engineering & Pipelines

• Build and optimize PostgreSQL-based pipelines to process large volumes of investment transaction data.
• Design and maintain database schemas, foreign tables, and analytical structures for performance at scale.
• Write advanced SQL — window functions, stored procedures, query optimization, index design.
• Build Python automation scripts for data ingestion, transformation, and scheduled pipeline runs.
• Monitor AWS RDS workloads and troubleshoot performance issues proactively.

Financial Analytics & Modelling

• Develop analytical frameworks to evaluate client portfolios against benchmarks and category averages.
• Build data models covering mutual fund schemes, SIPs, redemptions, switches, and transfer lifecycles.
• Create materialized views and derived tables optimized for dashboards and internal reporting tools.
• Analyse client transaction history to surface patterns in investment behaviour and financial discipline.

Applied ML & AI-Driven Development

• Use Python (Pandas, NumPy, Scikit-learn) for trend analysis, forecasting, and predictive modelling.
• Implement classification or regression models to support financial pattern detection.
• Use AI tools — LLMs, Copilots — to accelerate ETL development, code quality, and data cleaning.
• Identify opportunities to automate repetitive data tasks and advocate for smarter tooling.

Data Quality & Governance

• Own data integrity end-to-end in a live, high-stakes financial environment.
• Build and maintain validation and cleaning protocols across all financial datasets.
• Maintain Excel models, Power Query workflows, and structured reporting outputs.

Collaboration & Junior Mentorship

• Work directly with Product, Investment Research, and Wealth Advisory teams.
• Translate open-ended business questions into structured queries and measurable outputs.
• Guide 1–2 junior trainees — review their work, set code quality standards, and help them grow.
• Present findings clearly to non-technical stakeholders — no jargon, just clarity.

Skills — What We Need vs. What Helps

Skill / Tool

Requirement

Must-Haves:

SQL & PostgreSQL (window functions, stored procedures, optimization)

Python — Pandas, NumPy for data processing and automation

ML fundamentals — classification or regression (Scikit-learn)

AWS RDS or equivalent cloud database experience

Financial domain knowledge — mutual funds, SIPs, portfolio concepts

Python data visualization — Matplotlib, Seaborn, or Plotly

Strong Advantage

Excel — Power Query, advanced modelling

Materialized views, query planning, index optimization

Experience with BI/dashboard tools

Good to Have

NoSQL databases

Prior fintech or wealth management startup experience

Financial Domain — Non-Negotiable

This is a wealth management platform. You must come in with a working understanding of:

• Mutual fund structures, scheme types, and NAV-based transactions
• Investment lifecycle — SIPs, Lump Sum, Redemptions, Switches, and STPs
• Portfolio allocation and benchmarking against indices (e.g. Nifty 50, category averages)
• How HNI/NRI clients interact with financial products differently from retail investors

You do not need to be a CFA. But if mutual funds and portfolio analytics are completely new territory, this role is not the right fit right now.

The Culture Fit — Read This Carefully

We are a small, fast-moving team. This is not a place where you wait for a ticket to arrive in your queue. The right person for this role:

• Has worked at a small startup before and is used to wearing multiple hats
• Finds broken or slow data systems genuinely irritating and fixes them without being asked
• Reaches for Python or an LLM when there is a repetitive task — automating is instinctive
• Is comfortable saying 'I don't know but I'll find out' and follows through independently
• Wants visibility and ownership, not just a well-defined job description
• Is looking for a role where strong performance is directly visible and rewarded

Growth Path — What Happens If You Perform

This is not a vague 'growth opportunity' pitch.

If you hit the bar in your first 12–18 months, you will receive a salary revision and a title upgrade to Senior Data Engineer or Lead Data Engineer depending on team expansion. As we scale our Data and AI team, this role is the natural stepping stone to a team lead position. You will also gain direct exposure to founding-team decision-making — the kind of access that is hard to get at larger companies.

Preferred Background

• 2–4 years in a data engineering or analytics role at a startup or small Fintech
• Experience in a live product environment where data errors have real consequences
• Exposure to portfolio analytics, investment research, or wealth management platforms
• Has mentored or reviewed code for at least one junior team member

Hiring Process

We respect your time. The process is direct and moves fast.

• Screening Questions — 5 minutes online
• Online Challenge — MCQ(Data, SQL, AWS, etc), and one applied ML or analytics problem, Communication Skills and Personality (focused, not trick questions)
• People Round — 30-minute video call, culture and communication
• Technical Deep-Dive — 1 hour in person, live financial data problems and your past work
• Founder's Interview — 1 hour in person, growth conversation and mutual fit
• Offer & Background Verification

About Us: We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy, and committed communication company that wants its clients to always Expect the EXTRA from it. Our primary clientele consists of Startups and corporations like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, TATA Group, MTV, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge

team of creative folks, marketers, learners, developers, and coders who believe Moshi Moshi is an experience rather than a company.

Job Role: Senior Paid Media Executive

Experience Level: 2+ Years

Location: Bangalore, Karnataka (On-site).

Responsibilities:

● Budget Handled on Google AdWords, Facebook Ads, Instagram Ads.

● Proven track results of Ad creation, execution and monitoring.

● Well aware of Meta ads, Instagram Ads, Google Ads, LinkedIn Ads, Facebook business manager.

● Create and manage content marketing strategies.

● Forecast marketing campaign growth and ROI for marketing campaigns

● Keep abreast of new social media sites, web technologies, and digital marketing trends; implement these new technologies in developing campaigns and update current campaigns to include new information.

● Drive traffic, generate leads to company pages.

● Adhering closely to deadlines & to budget, developing and revising ideas, and implementing projects.

Growth Manager for key Accounts, Sales Operations, Multi geography sales co-coordination and operations, P&L responsible

Monitor sales metrics and manage the entire sales process across the team Lead and motivate the sales team to achieve and exceed specific goals Build a high-performance sales team to ensure customer satisfaction

Responsibilities

• Accountable for entire presales related activity such as Requirements Capturing, Analysis, Proposals, Estimation, Project Timelines
• International Sales (Inbound / Outbound)
• Solution Sales
• Business Consulting & Account Management
• Bringing expertise in client acquisition and contract negotiation along with relationship-building, and team leadership abilities.
• Results-driven and proactive with a demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.
• Quarterly/Annual revenue goal setting and resource planning to achieve them.
• Gathering requirements to understand the needs of clients, and their problem statements.
• Demonstrating solutions to stakeholders and getting closure by negotiating on price.
• Key Account Management for bigger revenue and becoming strategic partners
• Create effective strategies to target new markets after researching and analyzing competitor behavior, change in the market, etc.
• Work with the marketing team to increase engagement in target demographics
• Handle customer relations issues, enabling quick resolution and client satisfaction
• Managing and defining Outbound lead channels which includes data research on targeted companies, campaign management, and follow-up management.
• Attend networking events, community events, and hearings to generate leads
• Upsell additional products as the need arise

Desired Skill

• Knowledge of legalities and compliances in staff augmentation in the IT industry
• Proven ability to influence cross-functional teams
• Good communication skills

Qualifications:

• Proven experience in sales, preferably in a branding, marketing, or creative agency environment. Ideally 2-4 years
• Strong understanding of branding principles, design, and marketing strategies.
• Excellent communication and presentation skills.
• Results-driven with a track record of meeting or exceeding sales targets.
• Ability to build and maintain strong client relationships.
• Bachelor's degree in Business, Marketing, or a related field is preferred.

Job Role: Senior Executive- Sales and Operations

• Qualification- Graduates
• Exp- 3 to 4 years
• Salary package will be INR 3.5 to 4 Lakhs

Job Description

- Maintaining personal network with business partners, land owners, builders' organizations and high net worth customers

- Make proposal submission

- Achieve monthly sales targets

- Provide timely and accurate sales information & feedback to the Manager

- Process administration functions.

- Evaluate all vendor agreements and invoices and organize contracts.

Role: My SQL DBA

Work Location: Noida/Hyderabad

Exp : 3+ Yrs

About the Role:

The ideal candidate would be working on the servers which impact various SaaS AI/ML products and

1000+ models in AI/ML. As a DBA administrator the server support would be provided for various

industry verticals like Finance, Telecom, Travel & Transportation, Healthcare, Government etc. This role

would give an opportunity working on multiple and complex databases for fortune 500 customers which

have impact on their data related to AI/ML products/models of the company.

About the Company:

We are America’s oldest machine learning solutions company. With offices across US, China and India,

we hire people with a broad set of technical and domain skills who can contribute to the creation of

machine learning solutions across verticals such as financial services, telecommunications, healthcare,

consumer products etc.

Preferred Qualification:

(Must have)

· Three years or above working experience, more than two years in MySQL, familiar with MySQL

database architecture.

· Have good experience in database troubleshooting and solutions for the whole system chain,

including OS, Database, storage, network, application, cloud and so on.

· Familiar with SQL tuning, know about how to split large tables in MySQL.

· Familiar with the daily backup and restore operations of MySQL, and know about the HA

principles of MySQL replication and MySQL Cluster. Experience in PostgreSQL is preferred.

· Familiar with Linux operating system, be able to write daily scripts with Shell/Python.

· Experience about NoSQL databases is preferred, such as MongoDB, Redis.

· Experience about distribution databases is preferred, such as Greenplum, Clickhouse.

· Oracle DBA or SQL Server DBA working experience is preferred.

· Careful work, strong sense of responsibility, good learning ability and team spirit.

Responsibilities:

· Responsible for the daily maintenance and troubleshooting for all Databases, such as MySQL

and postgreSQL, make sure all database system running safely and stably.

· Establish MySQL daily backup and recovery policies, and data security policies.

· Responsible for the design and implementation of Database tables, and large table split policy.

· Provided daily support to the development team and application team, such as database design

specification and performance tuning suggestions.

Job Description :

*4+ years of software design and development experience.

*Programming experience building .net web applications in .net core/.net 6                                                 

*Must have strong knowledge in any Database.

*AWS and Azure experience will be an added advantage.

*The candidate must have developed a browser-based application and used web services and APIs.

*Good communication skills (both verbal and written)

*Able to prioritize and deliver project activities on time

*Good understanding of client requirements.

•  Good understanding of marketplace seller panels 
•  Good understanding of Shopify and backend
•  Overall co-ordination of all orders, vendors and supply chain backend
•  Work with Operation Manager on regular basis
•  Prepare bi-weekly reports
•  Customer Analytics
•  Constantly cross verify payment gateway settlements
• Handle operational queries, dispatches and on time customer success