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Cambridge Wealth, a distinguished brand from Baker Street Fintech Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries. An early-stage Fintech Startup, we are committed to developing a Fintech platform with a human interface for our Investors. We are committed to a Customer Centric approach and our culture thrives on ownership and excellence, backed by a founding team with a proven track record of delivering industry-leading product experiences and earning accolades such as the Webby awards for Digital Strategy. Join us on our exciting journey to redefine the future of investing.
Visit our website: http://www.cambridgewealth.in
Overview:
As a Business/Product Analyst at Baker Street, you will play a pivotal role in driving the development and evolution of our wealth management product. This role offers a unique opportunity to collaborate with diverse teams, utilizing your analytical expertise to contribute to the success of our transformative financial product.
Key Responsibilities:
Market Analysis:
- Conduct in-depth market research to identify industry trends, competitor products, and emerging technologies in wealth management.
- Collaborate with stakeholders to gather market insights, translating them into actionable product strategies.
Product Development:
- Define and document detailed product requirements based on market research and customer feedback.
- Work closely with the product development team to ensure the timely and successful delivery of product features and enhancements.
- Contribute to the development of user stories, use cases, and acceptance criteria.
Data Analysis:
- Analyze user behavior, engagement metrics, and relevant data to derive insights that inform strategic product decisions.
- Utilize statistical methods to identify patterns, trends, and opportunities for product optimization.
Collaboration:
- Collaborate with cross-functional teams, including development, design, marketing, and customer support, to ensure a seamless and user-friendly product experience.
- Serve as a liaison between technical and non-technical stakeholders, facilitating effective communication.
Documentation:
- Maintain comprehensive documentation of product features, specifications, and processes.
- Create and update user manuals, training materials, and other documentation as required.
Qualifications:
- Bachelor's degree in Business, Finance, Computer Science, or a related field
- Proven analytical and problem-solving skills
- Exceptional written and verbal communication skills
- Ability to thrive in a collaborative, fast-paced environment
- Basic understanding of financial concepts and wealth management principles
Preferred Skills:
- Familiarity with Agile development methodologies
- Methodical and thorough documentation skills
- Root Cause Analysis expertise
- Previous experience in the fintech industry
- Knowledge of regulatory frameworks in the financial sector
Note: The provided job description outlines general responsibilities and is not exhaustive. Additional responsibilities may be assigned as needed.
Not sure whether you should apply? Here's a quick checklist to make things easier. You are someone who:
- Have worked(0-1.5 years preferably) or are looking to work specifically with an early-stage Fintech startup.
- You are ready to be a part of a Zero To One Journey which implies that you shall be involved in building fintech products and processes from the ground up.
- You are comfortable to work in an unstructured environment with a small team where you decide what your day looks like and take initiative to take up the right piece of work, own it and work with the founding team on it.
- You'd like a fair chance to work your way up to a founding team position which involves taking key business decisions and taking accountability for it.
- This is not an environment where someone will be checking up on you every few hours. It is up to you to schedule check-ins whenever you find the need to, else we assume you are progressing well with your tasks. You will be expected to find solutions to problems and suggest improvements.
- You want complete ownership for your role & be able to drive it the way you think is right. You are looking at a long-term horizon and plan to grow with the company.
- You are a self-starter and take ownership of deliverables to develop a consensus with the team on approach and methods and deliver to them.
Compensation
Competitive compensation as per experience and industry standards, with the possibility of ESOPS participation.
Freshers/those with limited experience may apply for a 6 month paid internship with the possibility of a PPO upon successful evaluation.
The stipend would be Rs.15,000/- pm.
Location
This is a full-time WFO position based at our headquarters at Prabhat Road, Pune.
Our Hiring Process:
- You Apply and answer a couple of quick questions [5 min]
- Online Assessment Test [1 hour]
- Recruiter screening phone interview [20 min]
- Skills assessment take-home challenge
- Technical interview: [30 min - includes a discussion around the submitted assignment]
- Founder's interview: [30 min]
- We make you an offer and proceed for reference and BGV check.
About HighLevel:
HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With a focus on streamlining marketing efforts and providing comprehensive solutions, HighLevel helps businesses of all sizes achieve their marketing goals. We currently have 1000+ employees across 15 countries, working remotely as well as in our headquarters, which is located in Dallas, Texas. Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for our employees wherever they call home.
Our Website - https://www.gohighlevel.com/
YouTube Channel- https://www.youtube.com/channel/UCXFiV4qDX5ipE-DQcsm1j4g
Blog Post - https://blog.gohighlevel.com/general-atlantic-joins-highlevel/
Our Customers:
HighLevel serves a diverse customer base, including over 60K agencies & entrepreneurs and 450K million businesses globally. Our customers range from small and medium-sized businesses to enterprises, spanning various industries and sectors.
Scale at HighLevel:
We work at scale; our infrastructure handles around 3 Billion+ API hits & 2 Billion+ message events monthly and over 25M views of customer pages daily. We also handle over 80 Terabytes of data across 5 Databases.
Who You Are:
As an Advisor your sole responsibility is positioning yourself as the subject matter expert on software business growth through the effective use of technology. The Advisor utilizes their expertise in business process/change management and software technologies by implementing software best practices and ensuring adoption and success with HighLevel software. Including detailed onboarding playbooks and building relationships with customers, business needs, and company.
Requirements:
- Listen and fully understand customer requirements and ‘pain points’ and translate customer requirements into implementation plans.
- Develop, coordinate, and execute implementation/upgrade/conversion project plans, task schedules, and resource activities to ensure on-time and effective project delivery.
- Design, create and manage applications, and software integration/migration deployments.
- Implementation services are delivered within scope or manage any changes in project scope, plans.
- Identify potential issues and collaborate with leadership when needed, to develop contingency
- Working with other departments and personnel to ensure information on customer needs are communicated.
- Follow up relentlessly with lagging or non-engaging accounts to ensure they implement HighLevel successfully in their business.
- Assist in Educational webinars, workshops, and more.
- Staying up to date with product features and releases.
- Identifies opportunities to streamline procedures, enhance revenue and improve product efficiency.
- Updates customer journey playbooks.
- Demonstrate technical acumen to convert plans into workable solutions.
- Communicate a passion for customer success with a team player attitude.
- Monitor, anticipate, and exceed customer adoption and usage metrics (i.e., renewals and net promoter scores).
- Conduct analysis of approved customer content and create a transition plan or migration plan.
- Advise customers on best practices, risks, and changes that impact institutional processes and timelines.
- Responsible for driving consulting milestones and achieving the agreed-upon implementation
- schedule.
- Provide guidance to customers to address critical and/or outstanding issues impacting the
- successful Implementation.
- Actively lead the consulting engagement throughout the implementation.
- Drive collaboration between internal functional teams and customers to achieve milestones and deliverables.
- Handle basic support requests during the implementation phase.
- Develop a strong rapport with new accounts to ensure they are enthusiastic about HighLevel and set up for long-term success.
- Always looking for ways to improve our onboarding delivery.
- Maintain product knowledge and consistent education.
- Cross-training with other success functions.
- Other duties may be assigned and/or modified as business needs change
Responsibilities:
- Associate degree or equivalent work experience and a minimum of two years of Customer success/software implementation/consulting experience or technical support.
- 2-3 years of experience using HighLevel or other similar vertical solutions.
- Strong skills, tact and diplomacy in dealing with sensitive customer issues, with exceptional follow-through ability and communication skills.
- Ability to handle multiple tasks in a fast-paced environment.
- Knowledge of internal systems preferred (HighLevel, Freshdesk, etc.).
- Strong understanding and proficiency in software solutions and professional service offerings.
- 2+ years of customer consulting work experience preferred.
- 2+ years of marketing experience is a plus!
- Strong verbal and written communication skills.
- IT technical skills and platform integrations.
- Experience in managing a diverse group and training each according to company standards.
- Great communication skills, verbal, written, and presentation capabilities with both customers and leadership.
- Self-starter, with a strong sense of ownership, assertive follow-through, and a passion for the highest level of customer satisfaction.
- Ability to handle the ambiguity that arises from time to time in a dynamic and fast-paced collaborative work environment.
- Strong analytical and organizational skills with superior attention to detail.
- Ability to produce high-quality documents, SOP’s and customer journey Playbooks.
- Strong computer literacy, including MS Office Suite, Internet applications, and comfort and ability
EEO Statement:
At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way! Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Job description:-
- Strong experience of Angular along with other technologies like HTML5, CSS, jQuery, AJAX with good knowledge of ECMA Scripts.
- Strong knowledge of JS Fundamentals.
- Design & development of Angular applications as per desired specifications, along with experience in frameworks/libraries like jQuery, Bootstrap, Typescript etc.
- Architecture design, development, testing and maintenance of Web Apps, Implementation based on Angular Application MVC Patterns.
- Own end to end product modules/features (from the requirement to going live)- Design & code review, troubleshoot & help team members on issues.
- Gather requirements by interacting directly with the end-users.
- Research on open source framework/technology required for developing the feature/application.
- Strong experience of Angular 2+ and above along with other technologies like HTML5, CSS, jQuery, AJAX with good knowledge of ECMA Scripts.
- Strong knowledge of JS Fundamentals.
- Design & development of Angular applications as per desired specifications, along with experience in frameworks/libraries like jQuery, Bootstrap, Typescript etc.
- Architecture design, development, testing and maintenance of Web Apps, Implementation based on Angular Application MVC Patterns.
- Own end to end product modules/features (from the requirement to going live)- Design & code review, troubleshoot & help team members on issues.
- Gather requirements by interacting directly with the end-users.
- Research on open source framework/technology required for developing the feature/application.
Good communication skill
Design dashboard module
Anaplan SDLC
- Optimizing components for maximum performance across a vast array of web-capable devices and browsers
- Ability to understand business requirements and translate them into technical requirements
- You will ensure that these components and the overall application are robust and easy to maintain.
- Have a good understanding of design and user experience principles.
- Open-minded, flexible, and willing to adapt to changing situations
- Ability to work independently as well as on a team and learn from colleagues
- High adaptability in a dynamic start-up environment
- Ensuring technologies are used efficiently, profitably, and securely. Evaluating and implementing new systems and infrastructure.
- Excellent troubleshooting, analytical and problem-solving abilities with a tenacious commitment to finding the root cause of issues.
Qualifications :
- B. Tech/ B.E. /M. Tech/ BCA / MCA or a related technical discipline from reputed universities
Skills Required :
- Minimum 1+ years of experience in REST API development using python.
- Must have experience with anyone popular python frameworks like Django, Flask, and FastAPI Framework.
- Experience in designing and developing Restful Web services and Remote procedure calls.
- Able to integrate multiple data sources and databases into one system
- Knowledge of load testing and optimizing code for performance, security, and scalability
- Experience with Unit testing frameworks in Python
- Knowledge of modern authorization & authentication mechanisms.
- Able to create database schemes that represent and support business processes
- Knowledge of Version Control System & basics of CI/CD
- Write and maintain technical documentation
- Solid foundation in OOPS, Data structures, and Algorithms
- Knowledge of SDLC phases of project development.
- Experience in one or more No SQL Databases such as MongoDB, and Cassandra.
- Experience with event-based databases and programming
- Good experience in synchronous programming and thread-based programming.
- Experience with schedulers.
- Good to have knowledge of Linux shell commands.
- Good to have experience in Kubernetes & Docker
- Knowledge of any Cloud Service like GCP or AWS would be an added advantage
- Cares deeply about writing Quality, Testable & Modular code
- Good to have an understanding of NLP.
- Must have - Javascript, React JS, React Native, Typescript
- Good to have - Andriod/iOS, Express.JS, Angular, VUE, Team Lead experience/Scrum Master, Design Experience
- Working Experience on building Dashboards, UI Prototypes, Internal Tools
- Profile - Independent, Self-Organised, Problem Solver