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Customer Success - Analyst Trainee (Financial Services)
Customer Success - Analyst Trainee (Financial Services)
Baker Street Fintech's logo

Customer Success - Analyst Trainee (Financial Services)

Sangeeta Bhagwat's profile picture
Posted by Sangeeta Bhagwat
0 - 1 yrs
₹1.8L - ₹1.8L / yr
Full time, Internship
Wealth management
Financial services
Communication Skills
Financial analysis
Problem solving
Time management
Customer Relationship Management (CRM)
Client Servicing
Client Management
Financial statements
Mutual funds

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 Analyst Trainees to join our team immediately.

Who are we?

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.

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: Oversee client transactions, ensuring accurate and timely execution of their investment requirements.
  • Data Management: Maintain and manage client data, ensuring confidentiality and accuracy.
  • Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences.
  • Updated with the regulator's norms.

What are the qualifications you need:

  • Education: Graduation/Post Graduation in Commerce/Finance/Management fields.
  • Certifications: NISM VA exam, AMFI certification preferred.
  • Familiarity with Zoho suites is preferred.

What would help make you a great fit for the role:

  • Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements.
  • Prior Internship Experience in the wealth management or finance domain.
  • Having a Client-centric 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.

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:

  • An opportunity to be a core team member with a growth path
  • A fast-growth environment
  • 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

If you are proactive and a great communicator 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.

This is a 6-month paid internship with the possibility of a PPO at the end of that period (subject to evaluation). The stipend would be Rs.15,000/- p.m.

Our Hiring Process:

  • You Apply and answer a couple of quick questions [5 min]
  • Recruiter screening phone interview [20 min]
  • Online Skills Assessment test
  • Technical interview: [30 min - discussion around experience and skills]
  • Founder's interview: [30 min]
  • We make you an offer and proceed for reference and BGV check.


  • Monday to Friday
  • Weekend availability

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Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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About Baker Street Fintech

Founded :
Size :
Stage :

Baker Street Fintech is a Financial Products Company. We help build world-class Fintech Products for our Clients who want to transform their businesses. Founded by professionals with Experiences spanning from PwC UK to Banking and Technology firms, we are a financially stable, profitable company growing quickly!

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Tech Stack
User Interface (UI) Design
User Interface (UI) Development
Product Management
Product Strategy
React Native
NodeJS (Node.js)
Amazon Web Services (AWS)
User Experience (UX) Design
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That’s what we think would bloom up your personal life, as a gesture for helping us with your talents.
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Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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