Customer Success Executive

Manage the executive’s calendar, appointments, meetings, and schedules.

Coordinate internal and external meetings and maintain meeting calendars.

Prepare presentations, reports, documents, and MIS as required.

Handle emails, correspondence, and follow-ups on behalf of management.

Coordinate with internal departments, clients, vendors, and external stakeholders.

Maintain confidential documents and business information.

Arrange travel, accommodation, and other logistics when required.

Prepare meeting agendas, minutes, and track action items.

Follow up with teams to ensure timely completion of assigned tasks.

Maintain records, files, and important documents.

Support management in day-to-day administrative and operational activities.

Handle multiple priorities and ensure deadlines are met.

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

Client Servicing Manager

Location: Goregaon, Mumbai

Experience: 3–8 Years

Employment Type: Full-Time

Industry: Event Management

Job Summary

We are looking for an experienced Client Servicing Manager to manage client relationships, understand client requirements, coordinate event execution and ensure successful delivery of events.

The ideal candidate should have strong client-facing skills and experience in event management, corporate events, experiential marketing, BTL or related industries.

Key Responsibilities

• Act as the primary point of contact for clients and build strong, long-term relationships.
• Understand client requirements, briefs and objectives.
• Coordinate with internal teams, vendors and stakeholders for smooth event execution.
• Manage client expectations and provide appropriate solutions and alternatives.
• Ensure timely and successful delivery of events as per client requirements.
• Prepare regular account status reports and conduct post-event evaluations.
• Identify opportunities for account growth, upselling and cross-selling.
• Handle client concerns and resolve issues effectively.
• Maintain high levels of client satisfaction.
• Stay updated on event industry trends and provide relevant insights.
• Manage multiple projects simultaneously while meeting deadlines and quality expectations.

Candidate Requirements

• 3–8 years of experience in Client Servicing / Account Management.
• Experience in Event Management / Experiential Marketing / BTL / Corporate Events preferred.
• Strong client relationship and stakeholder management skills.
• Excellent verbal and written communication skills.
• Strong presentation, negotiation and coordination skills.
• Ability to manage multiple projects and work under pressure.
• Strong problem-solving and organizational abilities.
• Good knowledge of MS Office and CRM software.
• Bachelor's degree in Business Administration, Marketing, Hospitality or a related field.
• Candidates based in Mumbai preferred.

HIRING: PERSONAL ASSISTANT | MUMBAI

I’m looking for a smart, organised and dependable Personal Assistant to help manage the day-to-day administrative needs of my family.

This is a hands-on role for someone who is proactive, resourceful, discreet and excellent at getting things done.

Key responsibilities:

• Managing personal and family-related administration
• Making travel arrangements — flights, hotels, visas, itineraries and related coordination
• Managing appointments, bookings and schedules
• Coordinating with vendors, service providers and household staff when required
• Handling documentation, payments, renewals and other routine administrative tasks
• Following up and ensuring things actually get done
• Helping with ad-hoc requirements that come up in the course of everyday life

Who I’m looking for:

Someone who is highly organised, comfortable with technology, communicates well, has strong attention to detail and can handle multiple things without needing constant supervision.

Prior experience as a Personal Assistant / Executive Assistant / Family Office Assistant would be preferred.

📍 Location: Mumbai

Job Purpose

To provide high-level administrative, organizational, and business support to the Managing Director, ensuring effective management of schedules, meetings, communication, travel, documentation, and confidential information.

Key Responsibilities

Manage the MD’s calendar, appointments, meetings, and daily schedule.

Coordinate internal and external meetings and ensure timely follow-ups.

Prepare meeting agendas, presentations, reports, MIS, minutes, and other business documents.

Handle emails, correspondence, calls, and communications on behalf of the MD.

Coordinate domestic and international travel arrangements, accommodation, itineraries, and logistics.

Act as a key point of contact between the MD and internal teams, clients, vendors, and other stakeholders.

Follow up with departments on tasks, decisions, and action items assigned by the MD.

Maintain confidential records, documents, and business information.

Assist the MD in preparing presentations and reviewing business data and reports.

Organize business meetings, conferences, events, and client interactions.

Maintain a systematic record of important documents, contacts, and commitments.

Support the MD in day-to-day administrative and business coordination.

Handle sensitive and confidential matters with discretion and professionalism.

As an Inside Sales Associate at Rimigo, you will be the primary point of contact for travellers looking to plan and book their next trip.

This is a client-facing role that requires you to be proactive, consultative, and detail-oriented - from the first conversation to the final booking confirmation and on-trip assistance.

What You’ll Do

• Speak with users who sign up or show interest on the platform
• Understand customer preferences, budgets, travel style, and trip goals
• Help customers decide destinations, itineraries, and experiences
• Convert inquiries into confirmed bookings
• Coordinate flights, hotels, activities, visas, transport, and other travel requirements
• Manage booking modifications, follow-ups, and customer communication
• Build trust and provide a high-quality travel planning experience

What We’re Looking For

• Strong sales ability
• Strong communication in Hindi and English
• Bachelor's degree in Business, Marketing, or a related field.
• 1–5 years of experience in customer experience or customer service management, preferably in the travel or hospitality industry.

Role details

• Joining - Immediate
• This is a work-from-office role, from our physical office in HSR Layout, Bangalore.

Job Description – Executive Assistant

Position: Executive Assistant to Managing Director

Experience: 3–6 Years

Location: Ghansoli, Navi Mumbai

Employment Type: Full-Time

Reporting To: Managing Director

Job Summary

We are looking for a highly organized, proactive, and professional Executive Assistant to support the Managing Director in managing day-to-day schedules, meetings, communication, coordination, and administrative requirements.

The ideal candidate must have 4–5 years of experience as an Executive Assistant, Personal Assistant, or similar role, along with excellent verbal and written communication skills, strong organizational abilities, and a professional personality.

Key Responsibilities

• Manage the Managing Director’s day-to-day calendar, appointments, meetings, and schedules.
• Coordinate and schedule internal and external meetings, calls, and appointments.
• Act as the key point of contact between the MD and internal/external stakeholders.
• Manage and prioritize the MD’s daily agenda and ensure timely follow-ups.
• Handle emails, calls, correspondence, and communication on behalf of the MD when required.
• Coordinate with clients, vendors, business partners, senior management, and other stakeholders.
• Arrange travel, accommodation, transportation, and other travel-related requirements.
• Prepare meeting agendas, presentations, reports, minutes of meetings, and other documents.
• Follow up with various departments on tasks and action items assigned by the MD.
• Ensure timely completion of important tasks and provide regular updates to the MD.
• Maintain and organize confidential documents, records, and correspondence.
• Assist the MD with both professional and personal administrative requirements as needed.
• Maintain complete confidentiality regarding sensitive business and personal information.
• Anticipate the MD’s requirements and proactively manage schedules and priorities.
• Handle multiple tasks and priorities efficiently in a fast-paced environment.
• Perform any other responsibilities assigned by the Managing Director.

Required Skills & Competencies

• Excellent verbal and written communication skills.
• Strong English communication and professional email-writing skills.
• Excellent interpersonal and relationship-management skills.
• Strong calendar, appointment, and schedule management skills.
• Excellent coordination and follow-up abilities.
• Strong organizational and time-management skills.
• Ability to multitask and manage competing priorities.
• High level of professionalism, discretion, and confidentiality.
• Strong attention to detail and problem-solving skills.
• Proficiency in MS Office – Word, Excel, PowerPoint, Outlook/Google Workspace.
• Ability to communicate confidently with senior management, clients, and external stakeholders.

Eligibility

• Graduate in any discipline.
• 3–6years of relevant experience as an Executive Assistant / Personal Assistant / Management Assistant.
• Prior experience supporting a Managing Director, CEO, Founder, or Senior Executive will be preferred.
• Candidates must have excellent communication skills and a professional demeanor.
• Candidates should be comfortable handling both professional and personal administrative responsibilities of the MD.

Ideal Candidate

The ideal candidate should be well-spoken, confident, presentable, mature, highly organized, proactive, and dependable. They should possess excellent communication and interpersonal skills and be capable of representing the Managing Director professionally while maintaining complete confidentiality.

Key Responsibilities

·      Manage and prioritize the Founder's calendar, meetings, appointments, and schedules.

·      Drive end-to-end follow-ups across internal teams and external stakeholders, ensuring timely execution.

·      Prepare and maintain MIS reports, trackers, dashboards, and business reports.

·      Coordinate cross-functional activities and monitor timelines to ensure deliverables are met.

·      Draft professional emails, presentations, meeting notes, and business correspondence.

·      Handle confidential information with complete discretion and professionalism.

·      Support the Founder, CEO, and Director in day-to-day business operations and strategic initiatives.

·      Anticipate requirements, resolve bottlenecks proactively, and ensure smooth workflow.

Candidate Profile

·      Female candidates only.

·      2–3 years of experience as an Executive Assistant or in a senior management support role.

·      Excellent verbal and written English communication skills (mandatory).

·      Confident, professional, and capable of interacting with CXOs, clients, and senior leadership.

·      Comfortable working closely with the Founder, CEO, and Director while managing sensitive and confidential information.

·      Strong interpersonal, coordination, and stakeholder management skills.

·      Advanced proficiency in Microsoft Excel, Google Sheets, PowerPoint, and MS Office.

·      Tech-savvy with hands-on exposure to AI productivity tools such as ChatGPT, Microsoft Copilot, Gemini, Notion AI, or similar platforms.

·      Prior experience supporting a Founder, Director, or C-suite executive will be an added advantage.

·      Highly organized, detail-oriented, proactive, execution-focused, and able to multitask in a fast-paced environment.

Job Title: Female Travel & Marketing Executive (Tours & Travels)

Job Summary:

We are looking for a smart, enthusiastic, and confident Female Travel & Marketing Executive for a Tours & Travels agency. The ideal candidate should be comfortable with travelling, have good communication skills, and possess basic knowledge of social media advertising and promotions.

Key Responsibilities:

- Promote the company's tour and travel packages.

- Travel to client locations, events, or partner meetings as required.

- Manage and assist with social media promotions and advertisements.

- Coordinate with customers and provide travel-related information.

- Build and maintain good relationships with clients.

- Support marketing campaigns and business development activities.

Required Qualifications & Skills:

- Female candidate.

- Graduate in any discipline.

- No age limit.

- Smart personality with excellent communication skills.

- Willing to travel whenever required.

- Basic knowledge of social media platforms and online advertising (Facebook, Instagram, etc.).

- Positive attitude, confidence, and customer-handling skills.

Job Type: Full-time

Industry: Tours & Travels