Senior Executive-Assist Manager/Sr Manager

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

We are looking for a highly motivated and experienced Business Development Executive to join our team. The ideal candidate will play a key role in identifying new business opportunities, developing strong client relationships, and driving the growth and expansion of our company.

Responsibilities:

• Conduct in-depth market research to identify potential clients and industries for business expansion.
• Develop and implement strategic sales and marketing plans to achieve and exceed company revenue targets.
• Proactively prospect and qualify leads through cold calling, email outreach, and industry networking events.
• Lead the preparation of proposals, presentations, and tailored sales pitches for prospective clients.
• Establish and maintain strong client relationships to ensure satisfaction and foster repeat business.
• Track and analyze sales activities, pipeline, and performance metrics using CRM software.
• Stay up-to-date with industry trends, market dynamics, and competitive landscape to refine sales strategies.

Requirements:

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 2+ years of proven experience in business development, sales, or a related role.
• Strong ability to communicate and effectively present value propositions to potential clients.
• Excellent interpersonal skills with a talent for building rapport and long-term client relationships.
• Superior organizational and time management skills with a focus on detail.
• Results-oriented mindset with a drive to meet and exceed sales goals.
• Proficiency in MS Office and CRM software for managing client interactions and tracking sales metrics.
• Sound knowledge of IT terminologies
• Analyze client requirements and provide appropriate bidding solutions.

The Role

We are looking for a motivated and well-spoken inside sales representative to join our sales team. The inside sales representative will be responsible for developing new leads, communicating with customers, understanding their needs, and ensuring a smooth sales process. You should be able to close sales and meet targets.

Key Responsibilities

• Contact prospective customers through cold calling and emails.
• Follow up on data and leads developed by the sales team.
• Provide support to the marketing team by inviting prospective customers for promotional events.
• Address customer needs and requirements.
• Transfer qualified leads to experienced sales professionals.
• Identify key prospects for sales and develop interests.
• Record and expand your lead database for cold calling and emails.
• Conduct remote demos of our products.
• Follow up diligently on any leads showing interest
• Direct email marketing to key clients and prospects
• Conduct client or market surveys to obtain information about potential leads
• Participate in the preparation of proposals and / or sales presentations
• Develop a strong knowledge of the company’s products and services in order to facilitate the sales process

Key skills and experience required

• Minimum Bachelor’s Degree or equivalent.
• Excellent communication skills.
• Ability to engage in conversations and make accurate judgments.
•  Proficiency in all Microsoft office applications and customer relationship management (CRM) software.
•  Strong analytical and problem-solving skills.
• Excellent negotiation and consultative sales skills.
• Exceptional customer service skills.
• Strong project and time management skills
•  Experience working with Western companies (preferred)

Responsibilities

Designing a user interface (UI)

·      Create responsive, logical, and visually appealing user interfaces for web and mobile applications.

·      Work together with cross-functional teams to guarantee uniform and unified UI designs throughout the product.

·      For the purpose of efficiently communicating design thoughts and ideas, create wireframes, mock-ups, and prototypes.

Designing for User Experience (UX)

·      To better understand user needs, preferences, and behaviours, conduct user research.

·      To guide design choices, create user personas, user journeys, and empathy maps.

·      To improve the product's overall usability and user experience, iterate and improve user flows.

Interaction Design

·      Define and implement interactive elements and animations to enhance user engagement and delight.

·      Work closely with development teams to ensure seamless integration of design elements and interactions into the product.

Usability Testing

·      Conduct usability testing and gather feedback from users to identify areas for improvement.

·      Analyze user feedback and iterate designs based on insights obtained from testing.

·      Design Guidelines and Documentation:

·      Create and maintain design guidelines and documentation to ensure design consistency and scalability across the product.

Cross-Functional Collaboration:

·      Collaborate with product managers, developers, and other stakeholders to align design goals with product objectives and technical feasibility.

·      Participate in brainstorming sessions and provide creative input to product development discussions.

Qualifications

·      Bachelor's degree in Design, Human-Computer Interaction, or related field.

·      2-3 years of professional experience in UI/UX design for digital products.

·      Proficient in design tools such as Adobe XD, Sketch, Figma, or similar.

·      Strong understanding of design principles, user-centered design, and design thinking.

·      Knowledge of HTML, CSS, and JavaScript is a plus.

·      Excellent communication and collaboration skills.

·      Ability to work in a fast-paced, dynamic environment and adapt to changing priorities.

About Debox:

Debox is a business solutions firm that focuses on problem-solving through the use of data, logical reasoning and people-centred approach. We have a stellar record of delivering high-impact projects that have helped scale many startups, family-managed businesses and midsize corporates.

From redesigning and successful deployment of the Pan India Supply Chain process for Nippo Batteries to designing and developing InRadius - India's first true hyperlocal Job and Talent search platform, Debox has come a long way in solving business and real-life problems through their logical reasoning and innovative thinking.

Role: Client Servicing Specialist

Location: Thane (Mumbai)

Work Experience: 3-4 Years

Qualification: Masters or equivalent with a minimum of 3 years prior experience working in a Digital Media firm and having managed client communication.

Role Objective: The Client Servicing specialist will be the person responsible for driving the business objectives of the client to success through collaboration and coordination with the internal teams at Debox.

Job Description:

• Continuous benchmarking of clients competitors and industry practices
• Continuous benchmarking of media channels and keeping abreast with the latest updates, changes and modifications to various platforms that can be leveraged
• Research on industry trends, promotions, business cycles and retention rates
• Ideation for new promotions, content mix, communication channels to drive higher engagement and customer stickiness
• Monitor Google Analytics, Facebook Pixel and Sales data to derive actionable insights to course correct or drive business success
• Continuously monitor key business parameters and evaluate the success of marketing efforts, engagement rate, open rate and conversion
• Deep dive and evaluate the user flows and journeys (Google Analytics) and identify drop-off points and build strategy to improve conversions
• Collaborate with the Content and Design team to build an engaging monthly bank, campaigns and content to drive higher engagement and conversion driving monthly business targets
• Ensure timely planning and communication with clients to avoid last-minute requests or changes in the plan and campaigns
• Ensure internal checks, dummy testing and overall review is done before going live with all campaigns
• Ensure all campaign success parameters are tracked and are in line with expectations, immediately raise escalation in case of any deviation to plan vs actuals
• Create monthly reports and conduct monthly review meetings with clients to showcase key parameters and achievements for the month
• Create quarterly plans with the client and drive the finalized plans to success, create quarterly plan vs actuals reports and conduct client review meetings 

Required Skills:

• Excellent communication and presentation skills 
• Ability to manage various types of clients
• Good analytical skills and data orientation (should be good with excel and data analysis)
• Excellent in Time Management
• Ability to manage and get work done through the teams

Job Title: Sr.Java Developer

Experience: 4 to 8 Years

Job Location: Bangalore/ Noida/Indore/Pune/Gurgaon/Hyderabad/Chennai

( Currently Work From Home)

Required Skills:

Primary Skills : Struts, Spring Boot, Java, Java EE - Strong OOPs fundamentals and good design skills, UML, Design Patterns

• Frameworks - Spring, Hibernate, JUnit
• Web Services Rest and Soap based
• Database Should have hands-on knowledge on MySQL, Oracle, PGSQL
• Build tools - e.g. Ant, Maven
• Should possess excellent understanding of java based applications and different customized flows/frameworks. Desirable Skills : Career Growth Plan : Target Companies : Responsibilities : Design, build, and maintain efficient, reusable, and reliable Java code
• Analyze issues in order to troubleshoot potential problems and suggest solutions
• Work with the Integration team to integrate external platforms via APIs/plug-ins
• Architect Integration platform to make sure efficient API calls
• Write Junit/integration test cases to validate the code quality and code coverage
• Attend daily Scrum, collaborate with technical & product team, and complete assigned tasks in each Agile Sprint
• Develop and adhere to best-practices for integrating applications

• Credit policy formulation, amendment and clarifications to front end team for secured Loans.
• Regular Portfolio monitoring and bringing up the recommendations based on insights for necessary changes.
• Robust knowledge of end-to-end process and LOS is must. Experience in digitization and automation of credit and allied processes.
• To manage the MIS function such that quality of portfolio is ensured.
• Rationalizing and simplifying processes and policies, in line with business requirements.
• Credit Administration of credit processes, create hind sighting strategy supervises the outcomes.  

Competencies -

• Have strong business understanding of the retail lending business in India and understanding of the regulatory landscape
• Strong experience in establishing and managing high-performing teams with a collaborative leadership approach.
• Outstanding communication skills, both verbal and written